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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
4+ 133.33% |
$801 - $1.51K
|
7
$3.36
|
|
|
Jan 23, 2023
Q4 2022
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-1.99K- 36.83% |
$399K - $749K
|
3.41K
$1.64K
|
|
|
Jan 23, 2023
Q4 2022
|
Scout Investments, Inc.
|
BUY
|
- |
70.4K+ 67.85% |
$14.1M - $26.5M
|
174K
$83.6K
|
|
|
Jan 23, 2023
Q4 2022
|
Winslow Asset Management Inc
|
BUY
|
- |
1.42K+ 3.94% |
$285K - $535K
|
37.5K
$18K
|
|
|
Jan 23, 2023
Q4 2022
|
Mechanics Bank Trust Department
|
SELL
|
- |
-69- 4.27% |
$13.8K - $26K
|
1.55K
$743
|
|
|
Jan 23, 2023
Q4 2022
|
Xponance, Inc.
|
BUY
|
- |
1.91K+ 19.81% |
$383K - $720K
|
11.6K
$5.55K
|
|
|
Jan 20, 2023
Q4 2022
|
Chicago Capital, LLC
|
SELL
|
- |
-7.64K- 6.9% |
$1.53M - $2.88M
|
103K
$49.5K
|
|
|
Jan 20, 2023
Q4 2022
|
Hartford Investment Management CO
|
SELL
|
- |
-1.35K- 23.99% |
$270K - $507K
|
4.27K
$2.05K
|
|
|
Jan 20, 2023
Q4 2022
|
Veriti Management LLC
|
BUY
|
- |
1.98KNew |
$396K - $745K
|
1.98K
$949
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
5New |
$1K - $1.88K
|
5
$2.4
|
|
|
Jan 19, 2023
Q4 2022
|
Appleton Partners Inc
|
SELL
|
- |
-11.3K- 66.36% |
$2.27M - $4.27M
|
5.75K
$2.76K
|
|
|
Jan 19, 2023
Q4 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-62- 18.79% |
$12.4K - $23.3K
|
268
$129
|
|
|
Jan 19, 2023
Q4 2022
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-10- 0.37% |
$2K - $3.76K
|
2.68K
$1.29K
|
|
|
Jan 19, 2023
Q4 2022
|
Arlington Partners LLC
|
SELL
|
- |
-42- 65.63% |
$8.41K - $15.8K
|
22
$10.6
|
|
|
Jan 19, 2023
Q4 2022
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.6K- 59.21% |
$319K - $601K
|
1.1K
$528
|
|
|
Jan 18, 2023
Q4 2022
|
Czech National Bank
Prague, 2N |
BUY
|
- |
52+ 0.76% |
$10.4K - $19.6K
|
6.92K
$3.32K
|
|
|
Jan 18, 2023
Q4 2022
|
Spirit Of America Management Corp
|
SELL
|
- |
-1.77K- 74.72% |
$355K - $668K
|
600
$288
|
|
|
Jan 18, 2023
Q4 2022
|
Central Bank & Trust CO
|
SELL
|
- |
-10- 2.56% |
$2K - $3.76K
|
381
$183
|
|
|
Jan 18, 2023
Q4 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
3.61KNew |
$723K - $1.36M
|
3.61K
$1.73K
|
|
|
Jan 18, 2023
Q4 2022
|
Trust CO Of Oklahoma
|
BUY
|
- |
1.51KNew |
$303K - $569K
|
1.51K
$726
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
9New |
$1.8K - $3.39K
|
9
$4.32
|
|
|
Jan 17, 2023
Q4 2022
|
Diversified Trust CO
|
BUY
|
- |
1.83K+ 102.63% |
$367K - $690K
|
3.62K
$1.74K
|
|
|
Jan 17, 2023
Q4 2022
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-147- 3.73% |
$29.4K - $55.3K
|
3.79K
$1.82K
|
|
|
Jan 17, 2023
Q4 2022
|
Maryland State Retirement & Pension System
|
BUY
|
- |
4.52KNew |
$905K - $1.7M
|
4.52K
$2.17K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
178New |
$35.6K - $67K
|
178
$85.4
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
5New |
$1K - $1.88K
|
5
$2.4
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.47K+ 140.32% |
$295K - $554K
|
2.52K
$1.21K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-1.14K- 32.37% |
$228K - $429K
|
2.38K
$1.14K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
784+ 8711.11% |
$157K - $295K
|
793
$381
|
|
|
Jan 13, 2023
Q4 2022
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
32+ 3.39% |
$6.41K - $12K
|
975
$468
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
5New |
$1K - $1.88K
|
5
$2.4
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-2.78K- 6.8% |
$556K - $1.05M
|
38K
$18.3K
|
|
|
Jan 13, 2023
Q4 2022
|
Gateway Investment Advisers LLC
|
BUY
|
- |
183+ 21.06% |
$36.6K - $68.9K
|
1.05K
$505
|
|
|
Jan 12, 2023
Q4 2022
|
Assenagon Asset Management S.A.
|
BUY
|
- |
48.4K+ 392.15% |
$9.7M - $18.2M
|
60.8K
$29.2K
|
|
|
Jan 12, 2023
Q4 2022
|
Carmel Capital Management L.L.C.
|
BUY
|
- |
100+ 0.55% |
$20K - $37.6K
|
18.2K
$8.73K
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
26+ 25.49% |
$5.21K - $9.79K
|
128
$61.4
|
|
|
Jan 12, 2023
Q4 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
150New |
$30K - $56.5K
|
150
$72
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
4New |
$801 - $1.51K
|
4
$1.92
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
4New |
$801 - $1.51K
|
4
$1.92
|
|
|
Jan 11, 2023
Q4 2022
|
Harrington Investments, Inc
|
BUY
|
- |
955+ 7.4% |
$191K - $360K
|
13.9K
$6.65K
|
|
|
Jan 11, 2023
Q4 2022
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
70+ 0.85% |
$14K - $26.4K
|
8.27K
$3.97K
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
617+ 60.73% |
$124K - $232K
|
1.63K
$784
|
|
|
Jan 10, 2023
Q4 2022
|
Peregrine Capital Management LLC
|
BUY
|
- |
60+ 11.15% |
$12K - $22.6K
|
598
$287
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-2- 14.29% |
$401 - $753
|
12
$5.76
|
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
BUY
|
- |
1New |
$200 - $376
|
1
$0.48
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
4New |
$801 - $1.51K
|
4
$1.92
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
50New |
$10K - $18.8K
|
50
$24
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
38New |
$7.61K - $14.3K
|
38
$18.2
|
|
|
Jan 09, 2023
Q4 2022
|
Yousif Capital Management, LLC
|
SELL
|
- |
-3.68K- 28.74% |
$736K - $1.38M
|
9.11K
$4.37K
|
|
|
Jan 09, 2023
Q4 2022
|
Wedmont Private Capital
|
BUY
|
- |
1.02KNew |
$204K - $383K
|
1.02K
$488
|