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 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
12+ 2.31% |
$4.67K - $6.57K
|
532
$255
|
|
|
Aug 08, 2022
Q2 2022
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-432Closed |
$168K - $237K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
SELL
|
PUT |
-8KClosed |
$3.11M - $4.38M
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Mckinley Capital Management LLC
|
SELL
|
- |
-758- 16.8% |
$295K - $415K
|
3.75K
$1.8K
|
|
|
Aug 05, 2022
Q2 2022
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
10+ 1.98% |
$3.89K - $5.48K
|
516
$248
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-40- 58.82% |
$15.6K - $21.9K
|
28
$13.4
|
|
|
Aug 05, 2022
Q2 2022
|
Loomis Sayles & CO L P
|
SELL
|
- |
-47- 30.13% |
$18.3K - $25.7K
|
109
$52.3
|
|
|
Aug 05, 2022
Q2 2022
|
Pcj Investment Counsel Ltd.
|
BUY
|
- |
4KNew |
$1.56M - $2.19M
|
4K
$1.92K
|
|
|
Aug 05, 2022
Q2 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-486Closed |
$189K - $266K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-1.34KClosed |
$522K - $735K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-395Closed |
$154K - $216K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-19Closed |
$7.39K - $10.4K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Efg Asset Management (North America) Corp.
|
SELL
|
- |
-3.78K- 33.57% |
$1.47M - $2.07M
|
7.49K
$3.59K
|
|
|
Aug 04, 2022
Q2 2022
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1.1K- 32.34% |
$426K - $600K
|
2.29K
$1.1K
|
|
|
Aug 04, 2022
Q2 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-454Closed |
$177K - $249K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-435Closed |
$169K - $238K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-590- 48.24% |
$230K - $323K
|
633
$304
|
|
|
Aug 03, 2022
Q2 2022
|
Camden Capital, LLC
|
SELL
|
- |
-374Closed |
$146K - $205K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-316- 28.29% |
$123K - $173K
|
801
$384
|
|
|
Aug 03, 2022
Q2 2022
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
5.51K+ 48.11% |
$2.15M - $3.02M
|
17K
$8.15K
|
|
|
Aug 03, 2022
Q2 2022
|
Mackay Shields LLC
|
SELL
|
- |
-8.48KClosed |
$3.3M - $4.65M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-397Closed |
$154K - $217K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Saybrook Capital
|
SELL
|
- |
-371Closed |
$144K - $203K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-507Closed |
$197K - $278K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-380- 52.05% |
$148K - $208K
|
350
$168
|
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-196Closed |
$76.3K - $107K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
60New |
$23.3K - $32.9K
|
60
$28.8
|
|
|
Aug 02, 2022
Q2 2022
|
Sentry Investment Management LLC
|
SELL
|
- |
-77- 16.28% |
$30K - $42.2K
|
396
$190
|
|
|
Aug 02, 2022
Q2 2022
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-1.79KClosed |
$698K - $983K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Argent Capital Management LLC
|
SELL
|
- |
-3.47K- 63.42% |
$1.35M - $1.9M
|
2K
$960
|
|
|
Aug 01, 2022
Q2 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-36Closed |
$14K - $19.7K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.35K+ 47.99% |
$1.3M - $1.83M
|
10.3K
$4.95K
|
|
|
Jul 29, 2022
Q2 2022
|
Avitas Wealth Management LLC
|
SELL
|
- |
-1.78KClosed |
$694K - $977K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-9- 90.0% |
$3.5K - $4.93K
|
1
$0.48
|
|
|
Jul 28, 2022
Q2 2022
|
Alphinity Investment Management Pty LTD
|
SELL
|
- |
-206- 29.77% |
$80.2K - $113K
|
486
$233
|
|
|
Jul 28, 2022
Q2 2022
|
Avestar Capital, LLC
|
SELL
|
- |
-508Closed |
$198K - $278K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-63- 68.48% |
$24.5K - $34.5K
|
29
$13.9
|
|
|
Jul 28, 2022
Q2 2022
|
West End Advisors, LLC
|
SELL
|
- |
-1Closed |
$389 - $548
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
209+ 47.5% |
$81.3K - $114K
|
649
$312
|
|
|
Jul 27, 2022
Q2 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-25Closed |
$9.73K - $13.7K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-1.72KClosed |
$669K - $942K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
New Jersey Better Educational Savings Trust
|
SELL
|
- |
-395Closed |
$154K - $216K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Stone X Group Inc.
|
SELL
|
- |
-788Closed |
$307K - $432K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Carroll Investors, Inc
|
SELL
|
- |
-40Closed |
$15.6K - $21.9K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Dupont Capital Management Corp
|
BUY
|
- |
308New |
$120K - $169K
|
308
$148
|
|
|
Jul 26, 2022
Q2 2022
|
Everence Capital Management Inc
|
BUY
|
- |
790+ 98.75% |
$307K - $433K
|
1.59K
$763
|
|
|
Jul 26, 2022
Q2 2022
|
Jcsd Capital, LLC
|
BUY
|
- |
100New |
$38.9K - $54.8K
|
100
$48
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
5New |
$1.95K - $2.74K
|
5
$2.4
|
|
|
Jul 25, 2022
Q2 2022
|
Jackson Square Capital, LLC
|
SELL
|
- |
-5.99K- 87.44% |
$2.33M - $3.28M
|
861
$413
|
|
|
Jul 25, 2022
Q2 2022
|
Marshall Financial Group LLC
|
SELL
|
- |
-1.36KClosed |
$528K - $743K
|
0
$0
|