Global Retirement Partners, LLC Svb Financial Group Transaction History

Global Retirement Partners, LLC

$3.25 Billion
Q3 2024

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$200.26 - $376.49 $1.21 Million - $2.28 Million	6,059 Added 169.67%	9,630 $2.22 Million
Q4 2022 Feb 13, 2023	BUY	$200.26 - $376.49 $1.21 Million - $2.28 Million	6,059 Added 169.67%	9,630 $2.22 Million
Q3 2022 Nov 03, 2022	BUY	$21.04 - $436.17 $9,152 - $189,733	435 Added 13.87%	3,571 $825,000
Q2 2022 Jul 15, 2022	BUY	$389.13 - $547.75 $64,595 - $90,926	166 Added 5.59%	3,136 $1.24 Million
Q1 2022 Jul 14, 2022	BUY	$494.35 - $737.77 $1.47 Million - $2.19 Million	2,970 New	2,970 $1.27 Million
Q4 2021 Jan 21, 2022	SELL	$637.64 - $755.03 $132,629 - $157,046	-208 Closed	0 $0
Q3 2021 Oct 22, 2021	BUY	$534.95 - $674.41 $16,048 - $20,232	30 Added 16.85%	208 $135,000
Q2 2021 Jul 15, 2021	BUY	$483.33 - $606.83 $4,349 - $5,461	9 Added 5.33%	178 $99,000
Q1 2021 Apr 14, 2021	BUY	$386.16 - $551.63 $4,633 - $6,619	12 Added 7.64%	169 $83,000
Q4 2020 Jan 13, 2021	BUY	$245.3 - $387.83 $29,436 - $46,539	120 Added 324.32%	157 $61,000
Q3 2020 Oct 09, 2020	SELL	$201.65 - $259.73 $201 - $259	-1 Reduced 2.63%	37 $9,000
Q1 2020 Apr 28, 2020	SELL	$130.98 - $270.79 $1,047 - $2,166	-8 Reduced 17.39%	38 $6,000
Q4 2019 Jan 23, 2020	BUY	$188.33 - $254.21 $3,389 - $4,575	18 Added 64.29%	46 $12,000
Q3 2019 Nov 19, 2019	SELL	$184.71 - $233.79 $693,401 - $877,647	-3,754 Reduced 99.26%	28 $6,000
Q2 2019 Nov 19, 2019	BUY	$201.4 - $258.61 $167,162 - $214,646	830 Added 28.12%	3,782 $849,000
Q1 2019 May 07, 2019	SELL	$189.64 - $250.81 $82,493 - $109,102	-435 Reduced 12.84%	2,952 $656,000
Q4 2018 Feb 22, 2019	SELL	$180.49 - $321.39 $282,105 - $502,332	-1,563 Reduced 31.58%	3,387 $643,000
Q3 2018 Oct 17, 2018	BUY	$289.02 - $331.24 $231,505 - $265,323	801 Added 19.31%	4,950 $1.54 Million
Q2 2018 Aug 13, 2018	BUY	$233.42 - $325.72 $172,030 - $240,055	737 Added 21.6%	4,149 $1.2 Million
Q1 2018 Aug 10, 2018	BUY	$227.08 - $270.72 $103,775 - $123,719	457 Added 15.47%	3,412 $819,000
Q4 2017 Aug 13, 2018	BUY	$181.64 - $241.7 $176,554 - $234,932	972 Added 49.02%	2,955 $691,000
Q3 2017 Aug 10, 2018	BUY	$160.72 - $187.09 $52,716 - $61,365	328 Added 19.82%	1,983 $371,000
Q2 2017 Aug 10, 2018	BUY	N/A	483 Added 41.21%	1,655 $291,000
Q1 2017 Aug 10, 2018	BUY	N/A	1,109 Added 1760.32%	1,172 $218,000
Q4 2016 Aug 10, 2018	BUY	N/A	63	63 $11,000

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About SVB FINANCIAL GROUP

Ticker SIVB
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 59,104,100
Market Cap $28.4M
Description
SVB Financial Group, a diversified financial services company, offers various banking and financial products and services. It operates through four segments: Global Commercial Bank, SVB Private Bank, SVB Capital, and SVB Securities. The Global Commercial Bank segment provides commercial banking products and services, including credit, treasury m...

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