Latest Institutional Transactions on Svb Financial Group (SIVB)
This table provides information on the latest institutional transactions involving Svb Financial Group (SIVB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-45.5KClosed |
N/A
|
0
$0
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
SELL
|
- |
-1.84KClosed |
N/A
|
0
$0
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
5New |
N/A
|
5
$2.4
|
|
Aug 12, 2024
Q2 2024
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
1.1KNew |
N/A
|
1.1K
$528
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-6.15K- 30.75% |
N/A
|
13.9K
$6.65K
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
1New |
N/A
|
1
$0.48
|
|
Q1 2024 | |||||||
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
14New |
N/A
|
14
$6.72
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
5New |
N/A
|
5
$2.4
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7- 87.5% |
N/A
|
1
$0.48
|
|
Apr 17, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
BUY
|
- |
3.45KNew |
N/A
|
3.45K
$1.66K
|
|
Q4 2023 | |||||||
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
17New |
N/A
|
17
$8.16
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
45New |
N/A
|
45
$21.6
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-903- 99.78% |
N/A
|
2
$0.96
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
20K+ 40.01% |
N/A
|
70K
$33.6K
|
|
Q3 2023 | |||||||
Nov 16, 2023
Q3 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
559New |
N/A
|
559
$268
|
|
Nov 13, 2023
Q3 2023
|
Norges Bank
Oslo, Q8 |
SELL
|
- |
-583KClosed |
N/A
|
0
$0
|
|
Nov 09, 2023
Q3 2023
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
1.47KNew |
N/A
|
1.47K
$706
|
|
Q2 2023 | |||||||
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-4- 30.77% |
$0 - $3.96
|
9
$4.32
|
|
Apr 05, 2024
Q2 2023
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-2.7KClosed |
$0 - $2.67K
|
0
$0
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-700- 79.1% |
$0 - $693
|
185
$88.8
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.3K+ 2549.02% |
$0 - $1.29K
|
1.35K
$648
|
|
Aug 21, 2023
Q2 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-4.39K- 79.75% |
$0 - $4.34K
|
1.11K
$535
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-43KClosed |
$0 - $42.6K
|
0
$0
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-183- 9.66% |
$0 - $181
|
1.71K
$822
|
|
Aug 04, 2023
Q2 2023
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-481- 96.01% |
$0 - $476
|
20
$9.6
|
|
Jul 19, 2023
Q2 2023
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-55.7K- 40.78% |
$0 - $55.2K
|
80.9K
$38.8K
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-700- 79.1% |
$0 - $693
|
185
$88.8
|
|
Q1 2023 | |||||||
Dec 09, 2024
Q1 2023
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-171KClosed |
$0 - $57M
|
0
$0
|
|
Jun 28, 2024
Q1 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-40Closed |
$0 - $13.3K
|
0
$0
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
82New |
$0 - $27.3K
|
82
$39.4
|
|
Nov 14, 2023
Q1 2023
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-2.07KClosed |
$0 - $690K
|
0
$0
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
1New |
$0 - $334
|
1
$0.48
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
23.5K+ 1247.03% |
$0 - $7.84M
|
25.4K
$12.2K
|
|
May 15, 2023
Q1 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-100Closed |
$0 - $33.4K
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Fjarde Ap Fonden
|
SELL
|
- |
-1.7K- 12.32% |
$0 - $567K
|
12.1K
$5.81K
|
|
May 15, 2023
Q1 2023
|
Basswood Capital Management, L.L.C.
New York, NY |
BUY
|
- |
63.2KNew |
$0 - $21.1M
|
63.2K
$30.3K
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
10+ 0.1% |
$0 - $3.34K
|
10.4K
$4.97K
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
2+ 50.0% |
$0 - $667
|
6
$2.88
|
|
May 15, 2023
Q1 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
16.7KNew |
$0 - $5.57M
|
16.7K
$8.02K
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-13.2K- 99.89% |
$0 - $4.4M
|
14
$6.72
|
|
May 15, 2023
Q1 2023
|
Silverback Asset Management LLC
Chapel Hill, NC |
BUY
|
- |
10KNew |
$0 - $3.34M
|
10K
$4.8K
|
|
May 15, 2023
Q1 2023
|
Ejf Capital LLC
Arlington, VA |
SELL
|
- |
-13.4KClosed |
$0 - $4.46M
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
798New |
$0 - $266K
|
798
$383
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-267- 26.89% |
$0 - $89K
|
726
$348
|
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-3.08MClosed |
$0 - $1.03B
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
34.7K+ 506.43% |
$0 - $11.6M
|
41.5K
$19.9K
|
|
May 15, 2023
Q1 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-52.8KClosed |
$0 - $17.6M
|
0
$0
|
|
May 12, 2023
Q1 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
480+ 3.52% |
$0 - $160K
|
14.1K
$6.78K
|
|
May 12, 2023
Q1 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-13.1K- 88.88% |
$0 - $4.36M
|
1.64K
$786
|