Prio Wealth Limited Partnership Svb Financial Group Transaction History

Prio Wealth Limited Partnership

$3.38 Billion
Q3 2024

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	SELL	$200.26 - $376.49 $5.71 Million - $10.7 Million	-28,496 Reduced 78.94%	7,601 $0
Q3 2022 Feb 27, 2023	SELL	$21.04 - $436.17 $5,533 - $114,712	-263 Reduced 3.26%	7,794 $2.62 Million
Q2 2022 Feb 27, 2023	BUY	$389.13 - $547.75 $177,443 - $249,774	456 Added 6.0%	8,057 $3.18 Million
Q1 2022 Feb 21, 2023	BUY	$494.35 - $737.77 $418,220 - $624,153	846 Added 11.13%	8,447 $4.73 Million
Q4 2021 Feb 17, 2022	SELL	$637.64 - $755.03 $5.3 Million - $6.27 Million	-8,305 Reduced 18.7%	36,097 $24.5 Million
Q3 2021 Nov 12, 2021	SELL	$534.95 - $674.41 $595,934 - $751,292	-1,114 Reduced 2.45%	44,402 $28.7 Million
Q2 2021 Aug 16, 2021	SELL	$483.33 - $606.83 $3.04 Million - $3.82 Million	-6,288 Reduced 12.14%	45,516 $25.3 Million
Q1 2021 May 06, 2021	SELL	$386.16 - $551.63 $6.74 Million - $9.63 Million	-17,450 Reduced 25.2%	51,804 $25.6 Million
Q4 2020 Feb 04, 2021	SELL	$245.3 - $387.83 $1.29 Million - $2.05 Million	-5,279 Reduced 7.08%	69,254 $26.9 Million
Q3 2020 Nov 16, 2020	BUY	$201.65 - $259.73 $103,849 - $133,760	515 Added 0.7%	74,533 $17.9 Million
Q2 2020 Aug 11, 2020	BUY	$139.34 - $236.04 $28,704 - $48,624	206 Added 0.28%	74,018 $16 Million
Q1 2020 May 13, 2020	SELL	$130.98 - $270.79 $449,392 - $929,080	-3,431 Reduced 4.44%	73,812 $11.2 Million
Q4 2019 Feb 10, 2020	BUY	$188.33 - $254.21 $51,979 - $70,161	276 Added 0.36%	77,243 $19.4 Million
Q3 2019 Nov 13, 2019	BUY	$184.71 - $233.79 $219,250 - $277,508	1,187 Added 1.57%	76,967 $16.1 Million
Q2 2019 Jul 18, 2019	BUY	$201.4 - $258.61 $88,414 - $113,529	439 Added 0.58%	75,780 $17 Million
Q1 2019 May 03, 2019	BUY	$189.64 - $250.81 $120,231 - $159,013	634 Added 0.85%	75,341 $16.8 Million
Q4 2018 Feb 06, 2019	BUY	$180.49 - $321.39 $171,465 - $305,320	950 Added 1.29%	74,707 $14.2 Million
Q3 2018 Nov 07, 2018	SELL	$289.02 - $331.24 $32,081 - $36,767	-111 Reduced 0.15%	73,757 $22.9 Million
Q2 2018 Aug 06, 2018	SELL	$233.42 - $325.72 $537,799 - $750,458	-2,304 Reduced 3.02%	73,868 $21.3 Million
Q1 2018 Apr 17, 2018	BUY	$227.08 - $270.72 $17.3 Million - $20.6 Million	76,172 New	76,172 $18.3 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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