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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Aug 13, 2019
Q2 2019
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-5.12KClosed |
$1.03M - $1.32M
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-2Closed |
$403 - $517
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-30Closed |
$6.04K - $7.76K
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-2.5KClosed |
$504K - $647K
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-91Closed |
$18.3K - $23.5K
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
De Burlo Group Inc
Boston, MA |
SELL
|
- |
-49.4KClosed |
$9.94M - $12.8M
|
0
$0
|
|
|
Aug 02, 2019
Q2 2019
|
Teton Advisors, Inc.
Rye, NY |
SELL
|
- |
-1.05KClosed |
$210K - $270K
|
0
$0
|
|
|
Aug 01, 2019
Q2 2019
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-5Closed |
$1.01K - $1.29K
|
0
$0
|
|
|
Jul 29, 2019
Q2 2019
|
Highland Capital Management, LLC
|
SELL
|
- |
-7.27KClosed |
$1.46M - $1.88M
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Regions Financial Corp
|
SELL
|
- |
-515Closed |
$104K - $133K
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Destination Wealth Management
|
SELL
|
- |
-38Closed |
$7.65K - $9.83K
|
0
$0
|
|
|
Jul 10, 2019
Q2 2019
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-13Closed |
$2.62K - $3.36K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 16, 2019
Q1 2019
|
Algebris (Uk) LTD
London, X0 |
SELL
|
- |
-4.7KClosed |
$891K - $1.18M
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Claybrook Capital, LLC
|
SELL
|
- |
-3Closed |
$569 - $752
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Wolverine Asset Management LLC
|
BUY
|
PUT |
200New |
$37.9K - $50.2K
|
200
$96
|
|
|
May 14, 2019
Q1 2019
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-1.1KClosed |
$209K - $276K
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Element Capital Management LLC
New York, NY |
SELL
|
- |
-15.8KClosed |
$2.99M - $3.96M
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-16.7KClosed |
$3.16M - $4.18M
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Nvwm, LLC
|
SELL
|
- |
-576Closed |
$109K - $144K
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Well Done, LLC
|
SELL
|
- |
-3Closed |
$569 - $752
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-140Closed |
$26.5K - $35.1K
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-111Closed |
$21.1K - $27.8K
|
0
$0
|
|
|
May 01, 2019
Q1 2019
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-4.38KClosed |
$831K - $1.1M
|
0
$0
|
|
|
Apr 30, 2019
Q1 2019
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-75Closed |
$14.2K - $18.8K
|
0
$0
|
|
|
Apr 26, 2019
Q1 2019
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
7.14KNew |
$1.35M - $1.79M
|
7.14K
$3.43K
|
|
|
Apr 24, 2019
Q1 2019
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-1.2KClosed |
$228K - $301K
|
0
$0
|
|
|
Apr 12, 2019
Q1 2019
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-70Closed |
$13.3K - $17.6K
|
0
$0
|
|
|
Apr 09, 2019
Q1 2019
|
Washington Trust Bank
|
SELL
|
- |
-50Closed |
$9.48K - $12.5K
|
0
$0
|
|
|
Apr 08, 2019
Q1 2019
|
Railway Pension Investments LTD
London, X0 |
SELL
|
- |
-25.3KClosed |
$4.79M - $6.33M
|
0
$0
|
|
|
Apr 05, 2019
Q1 2019
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-24Closed |
$4.55K - $6.02K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 12, 2021
Q4 2018
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-3.59KClosed |
$647K - $1.15M
|
0
$0
|
|
|
Feb 21, 2019
Q4 2018
|
Lake Point Wealth Management
|
BUY
|
- |
10New |
$1.8K - $3.21K
|
10
$4.8
|
|
|
Feb 19, 2019
Q4 2018
|
Executive Wealth Management, LLC
|
BUY
|
- |
4New |
$722 - $1.29K
|
4
$1.92
|
|
|
Feb 14, 2019
Q4 2018
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-205Closed |
$37K - $65.9K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Engle Capital Management, L.P.
Greenwich, CT |
SELL
|
- |
-57KClosed |
$10.3M - $18.3M
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Liberty Mutual Group Asset Management Inc.
Boston, MA |
SELL
|
- |
-2.12KClosed |
$382K - $680K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Highbridge Capital Management LLC
New York, NY |
SELL
|
- |
-3.38KClosed |
$610K - $1.09M
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-8.74KClosed |
$1.58M - $2.81M
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-300Closed |
$54.1K - $96.4K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-142Closed |
$25.6K - $45.6K
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-1.49KClosed |
$269K - $479K
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-215Closed |
$38.8K - $69.1K
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.92KClosed |
$347K - $618K
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-853Closed |
$154K - $274K
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-1.2KClosed |
$217K - $386K
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Yorktown Management & Research CO Inc
|
SELL
|
- |
-1KClosed |
$180K - $321K
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Lisanti Capital Growth, LLC
|
SELL
|
- |
-4.01KClosed |
$724K - $1.29M
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-114Closed |
$20.6K - $36.6K
|
0
$0
|
|