Mission Wealth Management, LP Svb Financial Group Transaction History

Mission Wealth Management, LP

$4.1 Billion
Q3 2024

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 02, 2023	SELL	$200.26 - $376.49 $37,849 - $71,156	-189 Reduced 12.09%	1,374 $316,000
Q3 2022 Oct 12, 2022	SELL	$21.04 - $436.17 $736 - $15,265	-35 Reduced 2.19%	1,563 $525,000
Q2 2022 Jul 27, 2022	BUY	$389.13 - $547.75 $1,945 - $2,738	5 Added 0.31%	1,598 $631,000
Q1 2022 Apr 25, 2022	SELL	$494.35 - $737.77 $27,189 - $40,577	-55 Reduced 3.34%	1,593 $891,000
Q4 2021 Feb 11, 2022	SELL	$637.64 - $755.03 $1.81 Million - $2.14 Million	-2,836 Reduced 63.25%	1,648 $1.12 Million
Q3 2021 Nov 05, 2021	BUY	$534.95 - $674.41 $1.4 Million - $1.76 Million	2,615 Added 139.91%	4,484 $2.9 Million
Q2 2021 Aug 10, 2021	SELL	$483.33 - $606.83 $149,832 - $188,117	-310 Reduced 14.23%	1,869 $1.04 Million
Q1 2021 May 10, 2021	BUY	$386.16 - $551.63 $141,720 - $202,448	367 Added 20.25%	2,179 $1.08 Million
Q4 2020 Jan 19, 2021	BUY	$245.3 - $387.83 $133,688 - $211,367	545 Added 43.01%	1,812 $703,000
Q3 2020 Oct 16, 2020	BUY	$201.65 - $259.73 $11,897 - $15,324	59 Added 4.88%	1,267 $305,000
Q2 2020 Aug 03, 2020	BUY	$139.34 - $236.04 $168,322 - $285,136	1,208 New	1,208 $260,000
Q1 2020 Apr 10, 2020	SELL	$130.98 - $270.79 $135,957 - $281,080	-1,038 Closed	0 $0
Q4 2019 Jan 21, 2020	BUY	$188.33 - $254.21 $9,228 - $12,456	49 Added 4.95%	1,038 $261,000
Q3 2019 Oct 16, 2019	SELL	$184.71 - $233.79 $10,713 - $13,559	-58 Reduced 5.54%	989 $207,000
Q2 2019 Aug 09, 2019	BUY	$201.4 - $258.61 $6,646 - $8,534	33 Added 3.25%	1,047 $235,000
Q1 2019 May 14, 2019	BUY	$189.64 - $250.81 $192,294 - $254,321	1,014 New	1,014 $225,000
Q4 2018 Feb 08, 2019	SELL	$180.49 - $321.39 $142,587 - $253,898	-790 Closed	0 $0
Q3 2018 Nov 01, 2018	BUY	$289.02 - $331.24 $12,138 - $13,912	42 Added 5.61%	790 $246,000
Q2 2018 Aug 08, 2018	BUY	$233.42 - $325.72 $174,598 - $243,638	748 New	748 $216,000

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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