Svb Financial Group SIVB
We take great care to ensure that the data presented and summarized in this overview for SVB FINANCIAL GROUP is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding SIVB
View all-
Eaton Vance Management Boston, MA49.9KShares$23,9640.02% of portfolio
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Gofen & Glossberg LLC38KShares$18,2600.23% of portfolio
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Brinker Capital Investments, LLC7.88KShares$3,7830.04% of portfolio
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Beaumont Financial Partners, LLC6.54KShares$3,1390.21% of portfolio
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Enterprise Trust & Investment CO5.68KShares$2,7260.94% of portfolio
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Perpetual Investment Management LTD Sydney, C35.32KShares$2,5520.15% of portfolio
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Boenning & Scattergood, Inc.4.35KShares$2,0860.39% of portfolio
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Eidelman Virant Capital3.51KShares$1,6820.87% of portfolio
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Regentatlantic Capital LLC Morristown, NJ2.77KShares$1,3300.03% of portfolio
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Advisor Partners LLC Walnut Creek, CA1.87KShares$8980.05% of portfolio
Latest Institutional Activity in SIVB
Top Purchases
Top Sells
About SIVB
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 management, foreign exchange, trade finance, and other financial products and services. This segment also offers traditional term and equipment loans, asset-based loans, revolving lines of credit, warehouse facilities, recurring revenue and acquisition finance facilities, mezzanine lending, corporate working capital facilities, and credit card programs; treasury management products and services; business and analysis checking, money market, multi-currency, in-country bank, and sweep accounts; receivables services, which include merchant services, remote capture, lockbox, and fraud control services; wire transfer and automated clearing house payment services; business bill pay, credit and debit cards, account analysis, and disbursement services. In addition, it offers foreign exchange and trade finance products and services; letters of credit; and investment services and solutions. The SVB Private Bank segment offers mortgages, home equity lines of credit, restricted and private stock loans, capital call lines of credit, and other secured and unsecured lending products; planning-based financial strategies, wealth management, family office, financial planning, tax planning, and trust services; and real estate secured loans. The SVB Capital segment provides venture capital investment services. The SVB Securities segment provides investment banking services; products and services, including capital raising, merger and acquisition advisory, equity research, and sales and trading. It operates through 56 offices in the United States and internationally. The company was founded in 1983 and is headquartered in Santa Clara, California.
Insider Transactions at SIVB
Insider Transaction List
View allDate | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
---|---|---|---|---|---|
Nov 07
2024
|
Jeffrey Nacey Maggioncalda |
SELL
Sale (or disposition) back to the issuer
|
Direct |
4,259
-100.0%
|
-
|
Nov 07
2024
|
Kate Mitchell |
SELL
Sale (or disposition) back to the issuer
|
Direct |
4,248
-100.0%
|
-
|
Nov 07
2024
|
Eric Benhamou |
SELL
Sale (or disposition) back to the issuer
|
Direct |
5,455
-100.0%
|
-
|
Nov 07
2024
|
Alison Davis |
SELL
Sale (or disposition) back to the issuer
|
Direct |
1,097
-100.0%
|
-
|
Nov 07
2024
|
Garen K Staglin |
SELL
Sale (or disposition) back to the issuer
|
Direct |
13,964
-100.0%
|
-
|
Nov 07
2024
|
Beverly Kay Matthews |
SELL
Sale (or disposition) back to the issuer
|
Direct |
2,374
-100.0%
|
-
|
Nov 07
2024
|
Richard Devon Daniels |
SELL
Sale (or disposition) back to the issuer
|
Direct |
1,010
-100.0%
|
-
|
Nov 07
2024
|
Elizabeth Burr |
SELL
Sale (or disposition) back to the issuer
|
Direct |
91
-100.0%
|
-
|
Nov 07
2024
|
Joel P Friedman |
SELL
Sale (or disposition) back to the issuer
|
Direct |
23,264
-100.0%
|
-
|
Nov 07
2024
|
Mary J Miller |
SELL
Sale (or disposition) back to the issuer
|
Direct |
5,295
-100.0%
|
-
|
Jun 22
2023
|
Richard Devon Daniels |
BUY
Open market or private purchase
|
Direct |
500
+33.11%
|
$0
$0.39 P/Share
|
Jun 20
2023
|
Richard Devon Daniels |
SELL
Open market or private sale
|
Direct |
500
-49.51%
|
$0
$0.47 P/Share
|
Feb 27
2023
|
Daniel J Beck Chief Financial Officer |
SELL
Open market or private sale
|
Direct |
2,000
-32.22%
|
$574,000
$287.59 P/Share
|
Feb 27
2023
|
Gregory W Becker President and CEO |
SELL
Open market or private sale
|
Indirect |
12,451
-3.08%
|
$3,573,437
$287.23 P/Share
|
Feb 27
2023
|
Gregory W Becker President and CEO |
BUY
Exercise of conversion of derivative security
|
Indirect |
12,451
+3.96%
|
$1,307,355
$105.18 P/Share
|
Feb 01
2023
|
Michelle Draper Chief Marketing Officer |
SELL
Open market or private sale
|
Direct |
974
-12.8%
|
$292,200
$300.69 P/Share
|
Feb 01
2023
|
Michelle Draper Chief Marketing Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
165
+3.99%
|
$29,370
$178.39 P/Share
|
Jan 31
2023
|
Daniel J Beck Chief Financial Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
801
-11.43%
|
$241,902
$302.44 P/Share
|
Jan 31
2023
|
Gregory W Becker President and CEO |
SELL
Payment of exercise price or tax liability
|
Indirect |
3,549
-3.69%
|
$1,071,798
$302.44 P/Share
|
Jan 31
2023
|
Philip C Cox Chief Operations Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
613
-5.69%
|
$185,126
$302.44 P/Share
|
Last 12 Months Summary
Sale (or disposition) back to the issuer | 61.1K shares |
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