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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2020
Q3 2020
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-2KClosed |
$403K - $519K
|
0
$0
|
|
|
Oct 22, 2020
Q3 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-2Closed |
$403 - $519
|
0
$0
|
|
|
Oct 15, 2020
Q3 2020
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-1KClosed |
$202K - $260K
|
0
$0
|
|
|
Oct 05, 2020
Q3 2020
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-2.73KClosed |
$551K - $709K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-37- 13.36% |
$5.16K - $8.73K
|
240
$115
|
|
|
Aug 14, 2020
Q2 2020
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
- |
-16KClosed |
$2.23M - $3.78M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
PUT |
-26.5KClosed |
$3.69M - $6.26M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-200Closed |
$27.9K - $47.2K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-107KClosed |
$14.9M - $25.2M
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-159Closed |
$22.2K - $37.5K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1Closed |
$139 - $236
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Banco Santander, S.A.
|
SELL
|
- |
-1.66KClosed |
$231K - $392K
|
0
$0
|
|
|
Aug 04, 2020
Q2 2020
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-33Closed |
$4.6K - $7.79K
|
0
$0
|
|
|
Aug 03, 2020
Q2 2020
|
Supplemental Annuity Collective Trust Of Nj
|
SELL
|
- |
-1K- 25.0% |
$139K - $236K
|
3K
$1.44K
|
|
|
Aug 03, 2020
Q2 2020
|
Icon Advisers Inc
Greenwood Village, CO |
SELL
|
- |
-18.1KClosed |
$2.52M - $4.27M
|
0
$0
|
|
|
Jul 29, 2020
Q2 2020
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-23Closed |
$3.2K - $5.43K
|
0
$0
|
|
|
Jul 17, 2020
Q2 2020
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-26Closed |
$3.62K - $6.14K
|
0
$0
|
|
|
Jul 13, 2020
Q2 2020
|
Perkins Coie Trust CO
|
SELL
|
- |
-3Closed |
$418 - $708
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Psi Advisors, LLC
|
SELL
|
- |
-3Closed |
$393 - $812
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-947Closed |
$124K - $256K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-6Closed |
$786 - $1.62K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Eventide Asset Management, LLC
Boston, MA |
SELL
|
- |
-2.3KClosed |
$301K - $623K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-1.27KClosed |
$166K - $343K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Highland Capital Management Fund Advisors, L.P.
Dallas, TX |
SELL
|
- |
-6KClosed |
$786K - $1.62M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Cipher Capital LP
New York, NY |
SELL
|
- |
-1.01KClosed |
$132K - $273K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Blue Mar Capital Management, LLC
Miami, FL |
SELL
|
- |
-34KClosed |
$4.46M - $9.22M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Odey Asset Management Group LTD
London, X0 |
SELL
|
- |
-10.2KClosed |
$1.34M - $2.76M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
29New |
$3.8K - $7.85K
|
29
$13.9
|
|
|
May 13, 2020
Q1 2020
|
Amica Mutual Insurance CO
|
SELL
|
- |
-3.17KClosed |
$415K - $858K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Amica Retiree Medical Trust
|
SELL
|
- |
-502Closed |
$65.8K - $136K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Ownership Capital B.V.
|
SELL
|
- |
-223KClosed |
$29.3M - $60.5M
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-7Closed |
$917 - $1.9K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-922Closed |
$121K - $250K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Gam Holding Ag
|
SELL
|
- |
-2.75KClosed |
$360K - $743K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-517Closed |
$67.7K - $140K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-910Closed |
$119K - $246K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Hilton Capital Management, LLC
|
SELL
|
- |
-1.02KClosed |
$133K - $276K
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
Focused Wealth Management, Inc
|
SELL
|
- |
-45Closed |
$5.89K - $12.2K
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
Quantitative Systematic Strategies LLC
|
SELL
|
- |
-3.76KClosed |
$492K - $1.02M
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-24.7KClosed |
$3.24M - $6.69M
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Bray Capital Advisors
|
SELL
|
- |
-150Closed |
$19.6K - $40.6K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-28.2KClosed |
$3.69M - $7.64M
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Barnett & Company, Inc.
|
SELL
|
- |
-21Closed |
$2.75K - $5.69K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-4Closed |
$524 - $1.08K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-804Closed |
$105K - $218K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
First Personal Financial Services
|
SELL
|
- |
-3Closed |
$393 - $812
|
0
$0
|
|
|
Apr 13, 2020
Q1 2020
|
Addison Capital CO
|
SELL
|
- |
-1.46KClosed |
$191K - $394K
|
0
$0
|
|
|
Apr 09, 2020
Q1 2020
|
Time Scale Financial, Inc.
|
SELL
|
- |
-30Closed |
$3.93K - $8.12K
|
0
$0
|
|
|
Apr 07, 2020
Q1 2020
|
Sound Income Strategies, LLC
|
SELL
|
- |
-37Closed |
$4.85K - $10K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 28, 2020
Q4 2019
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|