Middleton & CO Inc Svb Financial Group Transaction History

Middleton & CO Inc

$898 Million
Q3 2024

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 09, 2023	SELL	$200.26 - $376.49 $921,196 - $1.73 Million	-4,600 Reduced 29.1%	11,209 $2.58 Million
Q3 2022 Nov 02, 2022	SELL	$21.04 - $436.17 $62,131 - $1.29 Million	-2,953 Reduced 15.74%	15,809 $5.31 Million
Q2 2022 Jul 21, 2022	BUY	$389.13 - $547.75 $1.08 Million - $1.52 Million	2,776 Added 17.37%	18,762 $7.41 Million
Q1 2022 May 12, 2022	BUY	$494.35 - $737.77 $535,875 - $799,742	1,084 Added 7.27%	15,986 $8.94 Million
Q4 2021 Feb 09, 2022	BUY	$637.64 - $755.03 $2.33 Million - $2.76 Million	3,650 Added 32.44%	14,902 $10.1 Million
Q3 2021 Nov 08, 2021	BUY	$534.95 - $674.41 $235,378 - $296,740	440 Added 4.07%	11,252 $7.28 Million
Q2 2021 Aug 13, 2021	BUY	$483.33 - $606.83 $497,346 - $624,428	1,029 Added 10.52%	10,812 $6.02 Million
Q1 2021 May 06, 2021	BUY	$386.16 - $551.63 $200,417 - $286,295	519 Added 5.55%	9,871 $5.65 Million
Q1 2021 May 06, 2021	SELL	$386.16 - $551.63 $33,982 - $48,543	-88 Reduced 0.89%	9,783 $4.83 Million
Q4 2020 Jan 29, 2021	SELL	$245.3 - $387.83 $15,944 - $25,208	-65 Reduced 0.69%	9,352 $3.63 Million
Q3 2020 Oct 30, 2020	BUY	$201.65 - $259.73 $18,350 - $23,635	91 Added 0.98%	9,417 $2.27 Million
Q2 2020 Jul 28, 2020	SELL	$139.34 - $236.04 $27,868 - $47,208	-200 Reduced 2.1%	9,326 $2.01 Million
Q4 2019 Jan 29, 2020	SELL	$188.33 - $254.21 $109,984 - $148,458	-584 Reduced 5.78%	9,526 $2.39 Million
Q3 2019 Oct 21, 2019	BUY	$184.71 - $233.79 $4,617 - $5,844	25 Added 0.25%	10,110 $2.11 Million
Q1 2019 Apr 25, 2019	BUY	$189.64 - $250.81 $9,482 - $12,540	50 Added 0.5%	10,085 $2.24 Million
Q4 2018 Feb 01, 2019	BUY	$180.49 - $321.39 $288,603 - $513,902	1,599 Added 18.95%	10,035 $1.91 Million
Q2 2018 Jul 26, 2018	BUY	$233.42 - $325.72 $44,583 - $62,212	191 Added 2.32%	8,436 $2.44 Million
Q3 2017 Oct 31, 2017	BUY	$160.72 - $187.09 $1.33 Million - $1.54 Million	8,245	8,245 $1.54 Million

Others Institutions Holding SIVB

# of Institutions

Shares Held

137K

Call Options Held

Put Options Held

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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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