Raymond James Trust N.A. Svb Financial Group Transaction History

Raymond James Trust N.A.

$4.55 Billion
Q3 2024

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 31, 2022	BUY	$21.04 - $436.17 $2,251 - $46,670	107 Added 12.26%	980 $329,000
Q2 2022 Jul 14, 2022	BUY	$389.13 - $547.75 $136,195 - $191,712	350 Added 66.92%	873 $345,000
Q1 2022 May 12, 2022	SELL	$494.35 - $737.77 $1,977 - $2,951	-4 Reduced 0.76%	523 $293,000
Q4 2021 Jan 31, 2022	BUY	$637.64 - $755.03 $35,707 - $42,281	56 Added 11.89%	527 $357,000
Q3 2021 Oct 18, 2021	BUY	$534.95 - $674.41 $47,075 - $59,348	88 Added 22.98%	471 $305,000
Q2 2021 Jul 20, 2021	SELL	$483.33 - $606.83 $14,983 - $18,811	-31 Reduced 7.49%	383 $213,000
Q1 2021 May 03, 2021	BUY	$386.16 - $551.63 $159,870 - $228,374	414 New	414 $204,000
Q1 2020 Apr 17, 2020	SELL	$130.98 - $270.79 $129,015 - $266,728	-985 Closed	0 $0
Q4 2019 Jan 14, 2020	SELL	$188.33 - $254.21 $1,506 - $2,033	-8 Reduced 0.81%	985 $247,000
Q3 2019 Oct 24, 2019	SELL	$184.71 - $233.79 $21,611 - $27,353	-117 Reduced 10.54%	993 $207,000
Q2 2019 Jul 15, 2019	SELL	$201.4 - $258.61 $41,488 - $53,273	-206 Reduced 15.65%	1,110 $249,000
Q1 2019 Apr 15, 2019	BUY	$189.64 - $250.81 $5,120 - $6,771	27 Added 2.09%	1,316 $293,000
Q4 2018 Jan 29, 2019	SELL	$180.49 - $321.39 $102,518 - $182,549	-568 Reduced 30.59%	1,289 $245,000
Q3 2018 Oct 16, 2018	BUY	$289.02 - $331.24 $42,196 - $48,361	146 Added 8.53%	1,857 $577,000
Q2 2018 Jul 11, 2018	SELL	$233.42 - $325.72 $55,320 - $77,195	-237 Reduced 12.17%	1,711 $494,000
Q1 2018 Apr 05, 2018	BUY	$227.08 - $270.72 $55,180 - $65,784	243 Added 14.25%	1,948 $467,000
Q4 2017 Feb 02, 2018	BUY	$181.64 - $241.7 $67,933 - $90,395	374 Added 28.1%	1,705 $398,000
Q3 2017 Oct 24, 2017	SELL	$160.72 - $187.09 $22,982 - $26,753	-143 Reduced 9.7%	1,331 $249,000
Q2 2017 Aug 10, 2017	BUY	N/A	1,474	1,474 $259,000

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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