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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-14Closed |
$5.41K - $7.72K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
1.9KNew |
$734K - $1.05M
|
1.9K
$912
|
|
|
May 12, 2021
Q1 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-18Closed |
$6.95K - $9.93K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-1Closed |
$386 - $552
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
91New |
$35.1K - $50.2K
|
91
$43.7
|
|
|
May 10, 2021
Q1 2021
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-2.94KClosed |
$1.13M - $1.62M
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Davis Capital Partners, LLC
Sausalito, CA |
SELL
|
- |
-125KClosed |
$48.3M - $69M
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-25Closed |
$9.65K - $13.8K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Chase Investment Counsel Corp
|
SELL
|
- |
-725Closed |
$280K - $400K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-243Closed |
$93.8K - $134K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Creative Planning
Overland Park, KS |
BUY
|
CALL |
100New |
$38.6K - $55.2K
|
100
$48
|
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-168Closed |
$64.9K - $92.7K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Svenska Handelsbanken Ab (Publ)
|
SELL
|
- |
-3.8KClosed |
$1.47M - $2.1M
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Denali Advisors LLC
|
SELL
|
- |
-70Closed |
$27K - $38.6K
|
0
$0
|
|
|
Apr 19, 2021
Q1 2021
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-3.72KClosed |
$1.43M - $2.05M
|
0
$0
|
|
|
Apr 15, 2021
Q1 2021
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
596New |
$230K - $329K
|
596
$286
|
|
|
Apr 14, 2021
Q1 2021
|
Tsfg, LLC
|
SELL
|
- |
-3Closed |
$1.16K - $1.65K
|
0
$0
|
|
|
Apr 01, 2021
Q1 2021
|
Park National Corp
|
SELL
|
- |
-920Closed |
$355K - $507K
|
0
$0
|
|
| Q4 2020 | |||||||
|
May 24, 2024
Q4 2020
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-545- 4.15% |
$134K - $211K
|
12.6K
$6.04K
|
|
|
Sep 21, 2023
Q4 2020
|
Jefferies Group LLC
New York, NY |
BUY
|
PUT |
25KNew |
$6.13M - $9.7M
|
25K
$12K
|
|
|
Mar 05, 2021
Q4 2020
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-14Closed |
$3.43K - $5.43K
|
0
$0
|
|
|
Mar 05, 2021
Q4 2020
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-55Closed |
$13.5K - $21.3K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Wexford Capital LP
Greenwich, CT |
SELL
|
- |
-406Closed |
$99.6K - $157K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
552New |
$135K - $214K
|
552
$265
|
|
|
Feb 12, 2021
Q4 2020
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-12KClosed |
$2.94M - $4.64M
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Parnassus Investments, LLC
|
SELL
|
- |
-10KClosed |
$2.45M - $3.88M
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Vista Capital Partners, Inc.
|
BUY
|
- |
672New |
$165K - $261K
|
672
$323
|
|
|
Feb 10, 2021
Q4 2020
|
Farley Capital L.P.
New York, NY |
SELL
|
- |
-1.73KClosed |
$424K - $671K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
7.03KNew |
$1.72M - $2.73M
|
7.03K
$3.37K
|
|
|
Feb 05, 2021
Q4 2020
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-18Closed |
$4.42K - $6.98K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
350New |
$85.9K - $136K
|
350
$168
|
|
|
Feb 03, 2021
Q4 2020
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-100Closed |
$24.5K - $38.8K
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
Poplar Forest Capital LLC
|
SELL
|
- |
-6.07KClosed |
$1.49M - $2.35M
|
0
$0
|
|
|
Feb 01, 2021
Q4 2020
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-100- 1.3% |
$24.5K - $38.8K
|
7.6K
$3.65K
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-37Closed |
$9.08K - $14.3K
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
550New |
$135K - $213K
|
550
$264
|
|
|
Jan 15, 2021
Q4 2020
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
2.99KNew |
$732K - $1.16M
|
2.99K
$1.43K
|
|
|
Jan 11, 2021
Q4 2020
|
Everence Capital Management Inc
|
BUY
|
PUT |
800New |
$196K - $310K
|
800
$384
|
|
| Q3 2020 | |||||||
|
Dec 14, 2020
Q3 2020
|
Burney CO
Reston, VA |
SELL
|
- |
-3.86KClosed |
$778K - $1M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Summit Partners Public Asset Management, LLC
Boston, MA |
SELL
|
- |
-79.9KClosed |
$16.1M - $20.8M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-234Closed |
$47.2K - $60.8K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Aspire Private Capital, LLC
|
BUY
|
- |
5New |
$1.01K - $1.3K
|
5
$2.4
|
|
|
Nov 12, 2020
Q3 2020
|
Citizens Financial Group Inc
|
SELL
|
- |
-26Closed |
$5.24K - $6.75K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
661New |
$133K - $172K
|
661
$317
|
|
|
Nov 12, 2020
Q3 2020
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-1.1KClosed |
$222K - $286K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-8Closed |
$1.61K - $2.08K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
SELL
|
- |
-4.02KClosed |
$811K - $1.04M
|
0
$0
|
|
|
Nov 06, 2020
Q3 2020
|
Times Square Capital Management, LLC
|
SELL
|
- |
-139KClosed |
$28M - $36.1M
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Campbell Wealth Management
|
SELL
|
- |
-62Closed |
$12.5K - $16.1K
|
0
$0
|
|
|
Oct 29, 2020
Q3 2020
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-4.56KClosed |
$920K - $1.18M
|
0
$0
|
|