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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2022
Q2 2022
|
Pendal Group LTD
|
SELL
|
- |
-2.71KClosed |
$1.05M - $1.48M
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
4New |
$1.56K - $2.19K
|
4
$1.92
|
|
|
Jul 25, 2022
Q2 2022
|
Wd Rutherford LLC
|
SELL
|
- |
-745Closed |
$290K - $408K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-6Closed |
$2.33K - $3.29K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Arjuna Capital
|
BUY
|
- |
5+ 0.76% |
$1.95K - $2.74K
|
666
$320
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
1.47K+ 34.94% |
$572K - $806K
|
5.68K
$2.73K
|
|
|
Jul 22, 2022
Q2 2022
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-1.75KClosed |
$679K - $956K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-67Closed |
$26.1K - $36.7K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-275- 23.15% |
$107K - $151K
|
913
$438
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
65New |
$25.3K - $35.6K
|
65
$31.2
|
|
|
Jul 21, 2022
Q2 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-150- 17.54% |
$58.4K - $82.2K
|
705
$338
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-21- 17.21% |
$8.17K - $11.5K
|
101
$48.5
|
|
|
Jul 21, 2022
Q2 2022
|
Round Table Services, LLC
|
SELL
|
- |
-500Closed |
$195K - $274K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-735- 49.0% |
$286K - $403K
|
765
$367
|
|
|
Jul 20, 2022
Q2 2022
|
Conning Inc.
|
SELL
|
- |
-2- 0.38% |
$778 - $1.1K
|
528
$253
|
|
|
Jul 20, 2022
Q2 2022
|
Dorsey Wright & Associates
|
SELL
|
- |
-4.42KClosed |
$1.72M - $2.42M
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-782- 98.99% |
$304K - $428K
|
8
$3.84
|
|
|
Jul 20, 2022
Q2 2022
|
Ibm Retirement Fund
|
SELL
|
- |
-906Closed |
$353K - $496K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Menlo Advisors LLC
|
SELL
|
- |
-500Closed |
$195K - $274K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Monument Capital Management
|
SELL
|
- |
-426Closed |
$166K - $233K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Eidelman Virant Capital
|
BUY
|
- |
2.33K+ 198.3% |
$907K - $1.28M
|
3.51K
$1.68K
|
|
|
Jul 19, 2022
Q2 2022
|
Fractal Investments LLC
|
SELL
|
- |
-850Closed |
$331K - $466K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-31Closed |
$12.1K - $17K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Harvest Investment Services, LLC
|
SELL
|
- |
-1.42KClosed |
$551K - $775K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
395New |
$154K - $216K
|
395
$190
|
|
|
Jul 19, 2022
Q2 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
121+ 27.13% |
$47.1K - $66.3K
|
567
$272
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-25Closed |
$9.73K - $13.7K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Clean Yield Group
|
SELL
|
- |
-25Closed |
$9.73K - $13.7K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Patten Group, Inc.
|
BUY
|
- |
44+ 7.53% |
$17.1K - $24.1K
|
628
$301
|
|
|
Jul 18, 2022
Q2 2022
|
Veracity Capital LLC
|
SELL
|
- |
-424Closed |
$165K - $232K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.12KClosed |
$437K - $615K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Berkshire Bank
|
BUY
|
- |
1.93K+ 130.21% |
$751K - $1.06M
|
3.41K
$1.64K
|
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
5New |
$1.95K - $2.74K
|
5
$2.4
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-2- 25.0% |
$778 - $1.1K
|
6
$2.88
|
|
|
Jul 15, 2022
Q2 2022
|
Strong Box Wealth, LLC
|
BUY
|
- |
4+ 0.75% |
$1.56K - $2.19K
|
539
$259
|
|
|
Jul 13, 2022
Q2 2022
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-151Closed |
$58.8K - $82.7K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
201+ 13.73% |
$78.2K - $110K
|
1.67K
$799
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
10New |
$3.89K - $5.48K
|
10
$4.8
|
|
|
Jul 12, 2022
Q2 2022
|
Country Trust Bank
|
SELL
|
- |
-5Closed |
$1.95K - $2.74K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
SELL
|
- |
-24- 9.88% |
$9.34K - $13.1K
|
219
$105
|
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-3- 18.75% |
$1.17K - $1.64K
|
13
$6.24
|
|
|
Jul 12, 2022
Q2 2022
|
Heartland Bank & Trust CO
|
BUY
|
- |
13+ 2.19% |
$5.06K - $7.12K
|
606
$291
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-102Closed |
$39.7K - $55.9K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-80Closed |
$31.1K - $43.8K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-40- 66.67% |
$15.6K - $21.9K
|
20
$9.6
|
|
|
Jul 11, 2022
Q2 2022
|
Center Star Asset Management, LLC
|
BUY
|
PUT |
200New |
$77.8K - $110K
|
200
$96
|
|
|
Jul 11, 2022
Q2 2022
|
Center Star Asset Management, LLC
|
SELL
|
- |
-1.93K- 90.57% |
$751K - $1.06M
|
201
$96.5
|
|
|
Jul 11, 2022
Q2 2022
|
Orser Capital Management, LLC
|
SELL
|
- |
-1.37KClosed |
$535K - $753K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Ardevora Asset Management LLP
|
SELL
|
- |
-103KClosed |
$40M - $56.4M
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
West Oak Capital, LLC
|
SELL
|
- |
-40- 53.33% |
$15.6K - $21.9K
|
35
$16.8
|