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 14, 2020
Q4 2019
|
Advisory Alpha, LLC
|
SELL
|
- |
-3Closed |
$565 - $763
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Sandler Capital Management
New York, NY |
SELL
|
PUT |
-200KClosed |
$37.7M - $50.8M
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Systematic Financial Management LP
Teaneck, NJ |
SELL
|
- |
-155Closed |
$29.2K - $39.4K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Laurion Capital Management LP
New York, NY |
SELL
|
PUT |
-25KClosed |
$4.71M - $6.36M
|
0
$0
|
|
|
Feb 10, 2020
Q4 2019
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
3New |
$565 - $763
|
3
$1.44
|
|
|
Feb 10, 2020
Q4 2019
|
Highland Private Wealth Management
|
SELL
|
- |
-1.19KClosed |
$224K - $303K
|
0
$0
|
|
|
Feb 10, 2020
Q4 2019
|
Nelson Capital Management, LLC
|
SELL
|
- |
-123Closed |
$23.2K - $31.3K
|
0
$0
|
|
|
Feb 06, 2020
Q4 2019
|
Trust CO Of Vermont
|
SELL
|
- |
-31Closed |
$5.84K - $7.88K
|
0
$0
|
|
|
Feb 06, 2020
Q4 2019
|
Cutler Group LP
|
SELL
|
- |
-4.3K- 76.81% |
$809K - $1.09M
|
1.3K
$623
|
|
|
Feb 04, 2020
Q4 2019
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-10Closed |
$1.88K - $2.54K
|
0
$0
|
|
|
Jan 29, 2020
Q4 2019
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-3- 0.85% |
$565 - $763
|
350
$168
|
|
|
Jan 28, 2020
Q4 2019
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-7Closed |
$1.32K - $1.78K
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-100Closed |
$18.8K - $25.4K
|
0
$0
|
|
|
Jan 22, 2020
Q4 2019
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-613Closed |
$115K - $156K
|
0
$0
|
|
|
Jan 15, 2020
Q4 2019
|
Coastline Trust CO
|
SELL
|
- |
-1.35KClosed |
$254K - $343K
|
0
$0
|
|
|
Jan 14, 2020
Q4 2019
|
Webster Bank, N. A.
|
SELL
|
- |
-20Closed |
$3.77K - $5.08K
|
0
$0
|
|
|
Jan 14, 2020
Q4 2019
|
New England Research & Management, Inc.
|
SELL
|
- |
-1.03KClosed |
$193K - $261K
|
0
$0
|
|
|
Jan 13, 2020
Q4 2019
|
First Hawaiian Bank
|
SELL
|
- |
-1.73KClosed |
$325K - $439K
|
0
$0
|
|
|
Jan 10, 2020
Q4 2019
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-48Closed |
$9.04K - $12.2K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Oct 03, 2024
Q3 2019
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
1.4KNew |
$258K - $326K
|
1.4K
$670
|
|
|
Nov 20, 2019
Q3 2019
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-15KClosed |
$2.77M - $3.51M
|
0
$0
|
|
|
Nov 15, 2019
Q3 2019
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-60Closed |
$11.1K - $14K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-1.5KClosed |
$277K - $351K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Endeavour Capital Advisors Inc
Greenwich, CT |
SELL
|
- |
-23.2KClosed |
$4.29M - $5.43M
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-1.7KClosed |
$313K - $397K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Penn Capital Management Company, LLC
Philadelphia, PA |
SELL
|
- |
-2.6KClosed |
$481K - $609K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-98Closed |
$18.1K - $22.9K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-84.8KClosed |
$15.7M - $19.8M
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Redwood Investments, LLC
|
SELL
|
- |
-35.8KClosed |
$6.61M - $8.37M
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-12Closed |
$2.22K - $2.81K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-4.23KClosed |
$782K - $990K
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-126Closed |
$23.3K - $29.5K
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Lincoln Capital Corp
|
SELL
|
- |
-5.75KClosed |
$1.06M - $1.35M
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-2.59KClosed |
$478K - $606K
|
0
$0
|
|
|
Nov 01, 2019
Q3 2019
|
Wright Investors Service Inc
|
SELL
|
- |
-2.56KClosed |
$473K - $599K
|
0
$0
|
|
|
Oct 29, 2019
Q3 2019
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
7New |
$1.29K - $1.64K
|
7
$3.36
|
|
|
Oct 22, 2019
Q3 2019
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-1.81KClosed |
$334K - $422K
|
0
$0
|
|
|
Oct 21, 2019
Q3 2019
|
Calamos Advisors LLC
|
SELL
|
- |
-1.7KClosed |
$314K - $397K
|
0
$0
|
|
|
Oct 18, 2019
Q3 2019
|
Covenant Asset Management, LLC
|
SELL
|
- |
-4.85KClosed |
$895K - $1.13M
|
0
$0
|
|
|
Oct 18, 2019
Q3 2019
|
Spc Financial, Inc.
|
SELL
|
- |
-3.62KClosed |
$668K - $846K
|
0
$0
|
|
|
Oct 15, 2019
Q3 2019
|
Dfpg Investments, LLC
|
SELL
|
- |
-2.29KClosed |
$423K - $535K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 27, 2019
Q2 2019
|
River & Mercantile Asset Management LLP
London, X0 |
BUY
|
- |
11.8KNew |
$2.38M - $3.06M
|
11.8K
$5.68K
|
|
|
Aug 14, 2019
Q2 2019
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-10.3KClosed |
$2.07M - $2.66M
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Summit Partners Public Asset Management, LLC
Boston, MA |
SELL
|
CALL |
-50KClosed |
$10.1M - $12.9M
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-85Closed |
$17.1K - $22K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-9.82KClosed |
$1.98M - $2.54M
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
PUT |
10.2KNew |
$2.05M - $2.64M
|
10.2K
$4.9K
|
|
|
Aug 14, 2019
Q2 2019
|
Philadelphia Financial Management Of San Francisco, LLC
San Francisco, CA |
SELL
|
- |
-78KClosed |
$15.7M - $20.2M
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-2Closed |
$403 - $517
|
0
$0
|
|