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 |
---|---|---|---|---|---|---|---|
Aug 12, 2022
Q2 2022
|
Hold Co Asset Management, LP
Fort Lauderdale, FL |
SELL
|
- |
-412Closed |
$160K - $226K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
5.23KNew |
$2.03M - $2.86M
|
5.23K
$2.51K
|
|
Aug 12, 2022
Q2 2022
|
Boulder Hill Capital Management LP
New York, NY |
SELL
|
- |
-1.3KClosed |
$506K - $712K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-108KClosed |
$42M - $59.2M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
108+ 16.54% |
$42K - $59.2K
|
761
$365
|
|
Aug 12, 2022
Q2 2022
|
Capital Management Associates
New York, NY |
SELL
|
- |
-1.2K- 54.55% |
$467K - $657K
|
1K
$480
|
|
Aug 12, 2022
Q2 2022
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
97+ 19.52% |
$37.7K - $53.1K
|
594
$285
|
|
Aug 11, 2022
Q2 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
15New |
$5.84K - $8.22K
|
15
$7.2
|
|
Aug 11, 2022
Q2 2022
|
Monetta Financial Services Inc
Wheaton, IL |
SELL
|
- |
-1KClosed |
$389K - $548K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-3.89KClosed |
$1.51M - $2.13M
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-42- 62.69% |
$16.3K - $23K
|
25
$12
|
|
Aug 11, 2022
Q2 2022
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-500Closed |
$195K - $274K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-4.17KClosed |
$1.62M - $2.28M
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-427Closed |
$166K - $234K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.65KClosed |
$1.03M - $1.45M
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
SELL
|
- |
-209- 99.52% |
$81.3K - $114K
|
1
$0.48
|
|
Aug 11, 2022
Q2 2022
|
Fj Capital Management LLC
Mclean, VA |
SELL
|
- |
-9.02KClosed |
$3.51M - $4.94M
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
1KNew |
$389K - $548K
|
1K
$480
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-13- 0.69% |
$5.06K - $7.12K
|
1.87K
$898
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-5- 20.0% |
$1.95K - $2.74K
|
20
$9.6
|
|
Aug 11, 2022
Q2 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-780Closed |
$304K - $427K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-487Closed |
$190K - $267K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Jupiter Asset Management LTD
|
SELL
|
- |
-53.1K- 97.14% |
$20.7M - $29.1M
|
1.56K
$749
|
|
Aug 10, 2022
Q2 2022
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-400Closed |
$156K - $219K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-547Closed |
$213K - $300K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-313Closed |
$122K - $171K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-24.7KClosed |
$9.6M - $13.5M
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
35+ 233.33% |
$13.6K - $19.2K
|
50
$24
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-4Closed |
$1.56K - $2.19K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-7.93KClosed |
$3.09M - $4.35M
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-44Closed |
$17.1K - $24.1K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-660Closed |
$257K - $362K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-386Closed |
$150K - $211K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-434Closed |
$169K - $238K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-657Closed |
$256K - $360K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
5+ 83.33% |
$1.95K - $2.74K
|
11
$5.28
|
|
Aug 09, 2022
Q2 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-4Closed |
$1.56K - $2.19K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-444Closed |
$173K - $243K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
S&Co Inc
Boston, MA |
SELL
|
- |
-18- 1.95% |
$7K - $9.86K
|
904
$434
|
|
Aug 09, 2022
Q2 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-212Closed |
$82.5K - $116K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
108New |
$42K - $59.2K
|
108
$51.8
|
|
Aug 09, 2022
Q2 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-10Closed |
$3.89K - $5.48K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-718Closed |
$279K - $393K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
1.11KNew |
$433K - $609K
|
1.11K
$534
|
|
Aug 09, 2022
Q2 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-446Closed |
$174K - $244K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-10Closed |
$3.89K - $5.48K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-1.73KClosed |
$674K - $949K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Credit Agricole S A
|
SELL
|
- |
-172- 1.3% |
$66.9K - $94.2K
|
13.1K
$6.27K
|
|
Aug 08, 2022
Q2 2022
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-181- 20.95% |
$70.4K - $99.1K
|
683
$328
|
|
Aug 08, 2022
Q2 2022
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
322+ 82.35% |
$125K - $176K
|
713
$342
|