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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2022
Q4 2021
|
Archer Investment Corp
|
BUY
|
- |
2New |
$1.28K - $1.51K
|
2
$0.96
|
|
|
Feb 07, 2022
Q4 2021
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-1.39KClosed |
$888K - $1.05M
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
16New |
$10.2K - $12.1K
|
16
$7.68
|
|
|
Feb 04, 2022
Q4 2021
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-170Closed |
$108K - $128K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
River Oaks Capital LLC
Wayzata, MN |
SELL
|
- |
-8.2KClosed |
$5.23M - $6.19M
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
14+ 32.56% |
$8.93K - $10.6K
|
57
$27.4
|
|
|
Feb 01, 2022
Q4 2021
|
Field & Main Bank
|
SELL
|
- |
-60- 60.0% |
$38.3K - $45.3K
|
40
$19.2
|
|
|
Jan 31, 2022
Q4 2021
|
Geneva Partners, LLC
|
SELL
|
- |
-1.38KClosed |
$880K - $1.04M
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
2New |
$1.28K - $1.51K
|
2
$0.96
|
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-27Closed |
$17.2K - $20.4K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
3New |
$1.91K - $2.27K
|
3
$1.44
|
|
|
Jan 25, 2022
Q4 2021
|
First Command Financial Services, Inc.
|
BUY
|
- |
20New |
$12.8K - $15.1K
|
20
$9.6
|
|
|
Jan 25, 2022
Q4 2021
|
Old National Bancorp
|
SELL
|
- |
-363Closed |
$231K - $274K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Montecito Bank & Trust
|
SELL
|
- |
-64- 3.4% |
$40.8K - $48.3K
|
1.82K
$872
|
|
|
Jan 24, 2022
Q4 2021
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-455- 4.73% |
$290K - $344K
|
9.17K
$4.4K
|
|
|
Jan 24, 2022
Q4 2021
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-833Closed |
$531K - $629K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
33New |
$21K - $24.9K
|
33
$15.8
|
|
|
Jan 14, 2022
Q4 2021
|
Strategy Asset Managers LLC
|
SELL
|
- |
-760Closed |
$485K - $574K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.68KNew |
$898K - $1.13M
|
1.68K
$806
|
|
|
Nov 15, 2021
Q3 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-976Closed |
$522K - $658K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Altshuler Shaham LTD
|
SELL
|
- |
-12Closed |
$6.42K - $8.09K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
SELL
|
- |
-724Closed |
$387K - $488K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-4KClosed |
$2.14M - $2.7M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-9- 8.18% |
$4.81K - $6.07K
|
101
$48.5
|
|
|
Nov 12, 2021
Q3 2021
|
Wolverine Asset Management LLC
|
SELL
|
- |
-638Closed |
$341K - $430K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-424Closed |
$227K - $286K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-1Closed |
$535 - $674
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-400Closed |
$214K - $270K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Bridgefront Capital, LLC
Austin, TX |
SELL
|
- |
-1.39KClosed |
$746K - $940K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
2New |
$1.07K - $1.35K
|
2
$0.96
|
|
|
Nov 10, 2021
Q3 2021
|
Bp PLC
|
SELL
|
- |
-19.2KClosed |
$10.3M - $13M
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-50Closed |
$26.7K - $33.7K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Mission Wealth Management, LP
|
BUY
|
PUT |
2.8KNew |
$1.5M - $1.89M
|
2.8K
$1.34K
|
|
|
Nov 04, 2021
Q3 2021
|
Prw Wealth Management LLC
|
SELL
|
- |
-560Closed |
$300K - $378K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
1+ 33.33% |
$535 - $674
|
4
$1.92
|
|
|
Oct 28, 2021
Q3 2021
|
Leverage Partners Absolute Return Fund Spc
|
SELL
|
- |
-1.54KClosed |
$823K - $1.04M
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-4.59KClosed |
$2.45M - $3.09M
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
157+ 41.53% |
$84K - $106K
|
535
$257
|
|
|
Oct 26, 2021
Q3 2021
|
Karp Capital Management Corp
|
SELL
|
- |
-474Closed |
$254K - $320K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
311New |
$166K - $210K
|
311
$149
|
|
|
Oct 20, 2021
Q3 2021
|
E&G Advisors, LP
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Xr Securities LLC
|
SELL
|
- |
-413Closed |
$221K - $279K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-596Closed |
$319K - $402K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Nov 09, 2023
Q2 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
2New |
$967 - $1.21K
|
2
$0.96
|
|
|
Aug 16, 2021
Q2 2021
|
Donoghue Forlines LLC
|
SELL
|
- |
-3.45KClosed |
$1.67M - $2.09M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
PUT |
1.9KNew |
$918K - $1.15M
|
1.9K
$912
|
|
|
Aug 16, 2021
Q2 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-5.71KClosed |
$2.76M - $3.46M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
SELL
|
- |
-4.04KClosed |
$1.95M - $2.45M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-2.08KClosed |
$1M - $1.26M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-19Closed |
$9.18K - $11.5K
|
0
$0
|
|