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 06, 2023
Q4 2022
|
Symmetry Partners, LLC
|
SELL
|
- |
-729- 41.09% |
$146K - $274K
|
1.05K
$502
|
|
|
Jan 05, 2023
Q4 2022
|
Sycomore Asset Management
|
BUY
|
- |
6.83K+ 74.77% |
$1.37M - $2.57M
|
16K
$7.66K
|
|
|
Jan 05, 2023
Q4 2022
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
151New |
$30.2K - $56.8K
|
151
$72.5
|
|
|
Jan 05, 2023
Q4 2022
|
Fulton Bank, N.A.
|
BUY
|
- |
104+ 5.93% |
$20.8K - $39.2K
|
1.86K
$891
|
|
|
Jan 05, 2023
Q4 2022
|
Spence Asset Management
|
BUY
|
- |
28+ 0.14% |
$5.61K - $10.5K
|
19.9K
$9.53K
|
|
| Q3 2022 | |||||||
|
Feb 15, 2024
Q3 2022
|
Kbc Group Nv
|
BUY
|
- |
64KNew |
$1.35M - $27.9M
|
64K
$30.7K
|
|
|
Aug 15, 2023
Q3 2022
|
United American Securities Inc. (D
New York, NY |
BUY
|
- |
750New |
$15.8K - $327K
|
750
$360
|
|
|
Mar 03, 2023
Q3 2022
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-513- 1.63% |
$10.8K - $224K
|
31K
$14.9K
|
|
|
Feb 27, 2023
Q3 2022
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-263- 3.26% |
$5.53K - $115K
|
7.79K
$3.74K
|
|
|
Feb 01, 2023
Q3 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-1- 0.03% |
$21 - $436
|
2.99K
$1.43K
|
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-1.32KClosed |
$27.7K - $574K
|
0
$0
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-29- 11.65% |
$610 - $12.6K
|
220
$106
|
|
|
Nov 16, 2022
Q3 2022
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
106+ 5.27% |
$2.23K - $46.2K
|
2.12K
$1.02K
|
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
2New |
$42.1 - $872
|
2
$0.96
|
|
|
Nov 15, 2022
Q3 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
3+ 30.0% |
$63.1 - $1.31K
|
13
$6.24
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
626+ 10.59% |
$13.2K - $273K
|
6.54K
$3.14K
|
|
|
Nov 14, 2022
Q3 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
637+ 0.34% |
$13.4K - $278K
|
186K
$89.4K
|
|
|
Nov 14, 2022
Q3 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
2New |
$42.1 - $872
|
2
$0.96
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
SELL
|
- |
-644Closed |
$13.5K - $281K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-525- 41.18% |
$11K - $229K
|
750
$360
|
|
|
Nov 14, 2022
Q3 2022
|
Interval Partners, LP
New York, NY |
BUY
|
CALL |
5KNew |
$105K - $2.18M
|
5K
$2.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
636New |
$13.4K - $277K
|
636
$305
|
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-309- 27.22% |
$6.5K - $135K
|
826
$396
|
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
10New |
$210 - $4.36K
|
10
$4.8
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
201New |
$4.23K - $87.7K
|
201
$96.5
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-227- 5.11% |
$4.78K - $99K
|
4.22K
$2.03K
|
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
33+ 4.38% |
$694 - $14.4K
|
787
$378
|
|
|
Nov 14, 2022
Q3 2022
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
42.1K+ 117.11% |
$885K - $18.4M
|
78K
$37.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
195+ 30.19% |
$4.1K - $85.1K
|
841
$404
|
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-9.93K- 31.38% |
$209K - $4.33M
|
21.7K
$10.4K
|
|
|
Nov 14, 2022
Q3 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-46- 4.7% |
$968 - $20.1K
|
932
$447
|
|
|
Nov 14, 2022
Q3 2022
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
920New |
$19.4K - $401K
|
920
$442
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-534Closed |
$11.2K - $233K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-57.8K- 69.43% |
$1.22M - $25.2M
|
25.4K
$12.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Royal London Asset Management LTD
United Kingdom, X0 |
SELL
|
- |
-1.58K- 8.27% |
$33.1K - $687K
|
17.5K
$8.39K
|
|
|
Nov 14, 2022
Q3 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
534New |
$11.2K - $233K
|
534
$256
|
|
|
Nov 14, 2022
Q3 2022
|
Mirova
Paris, I0 |
SELL
|
- |
-802- 55.16% |
$16.9K - $350K
|
652
$313
|
|
|
Nov 14, 2022
Q3 2022
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
10New |
$210 - $4.36K
|
10
$4.8
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-15.7K- 20.42% |
$330K - $6.85M
|
61.2K
$29.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital International, Inc.
Los Angeles, CA |
SELL
|
- |
-67.5K- 56.34% |
$1.42M - $29.4M
|
52.3K
$25.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-59.2K- 2.3% |
$1.25M - $25.8M
|
2.51M
$1.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital International LTD
Los Angeles, CA |
BUY
|
- |
118+ 0.68% |
$2.48K - $51.5K
|
17.4K
$8.35K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
41+ 0.35% |
$863 - $17.9K
|
11.7K
$5.61K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
93K+ 5.02% |
$1.96M - $40.6M
|
1.95M
$935K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-264- 8.7% |
$5.55K - $115K
|
2.77K
$1.33K
|
|
|
Nov 14, 2022
Q3 2022
|
Polar Capital Holdings PLC
London, X0 |
SELL
|
- |
-4.94K- 27.34% |
$104K - $2.15M
|
13.1K
$6.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
SELL
|
- |
-4.37K- 51.56% |
$91.9K - $1.91M
|
4.11K
$1.97K
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
2New |
$42.1 - $872
|
2
$0.96
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-120- 15.42% |
$2.52K - $52.3K
|
658
$316
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
743New |
$15.6K - $324K
|
743
$357
|
|