Steward Partners Investment Advisory, LLC Svb Financial Group Transaction History

Steward Partners Investment Advisory, LLC

$10.6 Billion
Q3 2024

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 15, 2023	SELL	$200.26 - $376.49 $16,621 - $31,248	-83 Reduced 15.96%	437 $100,000
Q3 2022 Nov 10, 2022	SELL	$21.04 - $436.17 $2,061 - $42,744	-98 Reduced 15.86%	520 $175,000
Q2 2022 Aug 04, 2022	SELL	$389.13 - $547.75 $19,456 - $27,387	-50 Reduced 7.49%	618 $244,000
Q1 2022 May 02, 2022	SELL	$494.35 - $737.77 $25,706 - $38,364	-52 Reduced 7.22%	668 $374,000
Q3 2021 Nov 12, 2021	BUY	$534.95 - $674.41 $53,495 - $67,441	100 Added 16.13%	720 $466,000
Q2 2021 Aug 13, 2021	BUY	$483.33 - $606.83 $113,099 - $141,998	234 Added 60.62%	620 $345,000
Q1 2021 May 14, 2021	BUY	$386.16 - $551.63 $386 - $551	1 Added 0.26%	386 $190,000
Q2 2020 Aug 06, 2020	BUY	$139.34 - $236.04 $15,606 - $26,436	112 Added 41.03%	385 $83,000
Q1 2020 Apr 29, 2020	BUY	$130.98 - $270.79 $8,382 - $17,330	64 Added 30.62%	273 $41,000
Q4 2019 Jan 17, 2020	SELL	$188.33 - $254.21 $21,092 - $28,471	-112 Reduced 34.89%	209 $52,000
Q3 2019 Oct 30, 2019	SELL	$184.71 - $233.79 $176,028 - $222,801	-953 Reduced 74.8%	321 $67,000
Q2 2019 Jul 25, 2019	SELL	$201.4 - $258.61 $82,372 - $105,771	-409 Reduced 24.3%	1,274 $286,000
Q1 2019 Apr 30, 2019	SELL	$189.64 - $250.81 $43,048 - $56,933	-227 Reduced 11.88%	1,683 $374,000
Q4 2018 Jan 15, 2019	BUY	$180.49 - $321.39 $152,875 - $272,217	847 Added 79.68%	1,910 $362,000
Q3 2018 Oct 23, 2018	BUY	$289.02 - $331.24 $62,139 - $71,216	215 Added 25.35%	1,063 $330,000
Q2 2018 Jul 20, 2018	BUY	$233.42 - $325.72 $152,656 - $213,020	654 Added 337.11%	848 $245,000
Q1 2018 Apr 20, 2018	BUY	$227.08 - $270.72 $19,074 - $22,740	84 Added 76.36%	194 $46,000
Q4 2017 Jan 19, 2018	SELL	$181.64 - $241.7 $181 - $241	-1 Reduced 0.9%	110 $25,000
Q3 2017 Nov 22, 2017	BUY	$160.72 - $187.09 $160 - $187	1 Added 0.91%	111 $20,000
Q1 2017 Nov 22, 2017	BUY	N/A	110	110 $20,000

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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