United Capital Financial Advisers, LLC Svb Financial Group Transaction History

United Capital Financial Advisers, LLC

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 14, 2022	BUY	$21.04 - $436.17 $17,736 - $367,691	843 Added 38.08%	3,057 $1.03 Million
Q2 2022 Aug 11, 2022	BUY	$389.13 - $547.75 $675,529 - $950,894	1,736 Added 363.18%	2,214 $875,000
Q1 2022 May 16, 2022	BUY	$494.35 - $737.77 $42,514 - $63,448	86 Added 21.94%	478 $267,000
Q4 2021 Feb 14, 2022	BUY	$637.64 - $755.03 $249,954 - $295,971	392 New	392 $266,000
Q3 2020 Nov 13, 2020	SELL	$201.65 - $259.73 $381,320 - $491,149	-1,891 Closed	0 $0
Q2 2020 Aug 13, 2020	BUY	$139.34 - $236.04 $8,081 - $13,690	58 Added 3.16%	1,891 $408,000
Q1 2020 May 15, 2020	SELL	$130.98 - $270.79 $70,467 - $145,685	-538 Reduced 22.69%	1,833 $277,000
Q4 2019 Feb 14, 2020	BUY	$188.33 - $254.21 $35,594 - $48,045	189 Added 8.66%	2,371 $595,000
Q3 2019 Nov 14, 2019	SELL	$184.71 - $233.79 $43,406 - $54,940	-235 Reduced 9.72%	2,182 $456,000
Q2 2019 Aug 13, 2019	BUY	$201.4 - $258.61 $5,639 - $7,241	28 Added 1.17%	2,417 $543,000
Q1 2019 May 14, 2019	BUY	$189.64 - $250.81 $25,601 - $33,859	135 Added 5.99%	2,389 $531,000
Q4 2018 Feb 14, 2019	BUY	$180.49 - $321.39 $406,824 - $724,413	2,254 New	2,254 $428,000

151K

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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