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 06, 2019
Q4 2018
|
Jennison Associates LLC
|
SELL
|
- |
-88.8KClosed |
$16M - $28.5M
|
0
$0
|
|
|
Feb 06, 2019
Q4 2018
|
Telemus Capital, LLC
|
SELL
|
- |
-3KClosed |
$541K - $964K
|
0
$0
|
|
|
Feb 06, 2019
Q4 2018
|
Thornburg Investment Management Inc
|
SELL
|
- |
-44.1KClosed |
$7.96M - $14.2M
|
0
$0
|
|
|
Feb 05, 2019
Q4 2018
|
Westside Investment Management, Inc.
|
SELL
|
- |
-55Closed |
$9.93K - $17.7K
|
0
$0
|
|
|
Feb 04, 2019
Q4 2018
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.16KClosed |
$209K - $372K
|
0
$0
|
|
|
Jan 29, 2019
Q4 2018
|
Rothschild Capital Partners, LLC
New York, NY |
SELL
|
- |
-8.47KClosed |
$1.53M - $2.72M
|
0
$0
|
|
|
Jan 25, 2019
Q4 2018
|
Zweig Di Menna Associates LLC
|
SELL
|
- |
-20.6KClosed |
$3.72M - $6.62M
|
0
$0
|
|
|
Jan 25, 2019
Q4 2018
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-661Closed |
$119K - $212K
|
0
$0
|
|
|
Jan 24, 2019
Q4 2018
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-51Closed |
$9.2K - $16.4K
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
G&S Capital LLC
|
SELL
|
- |
-197Closed |
$35.6K - $63.3K
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Price Capital Management, Inc.
Lafayette, LA |
SELL
|
- |
-400Closed |
$72.2K - $129K
|
0
$0
|
|
|
Jan 14, 2019
Q4 2018
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-100- 37.74% |
$18K - $32.1K
|
165
$79.2
|
|
|
Jan 14, 2019
Q4 2018
|
Legacy Advisors, LLC
|
SELL
|
- |
-35Closed |
$6.32K - $11.2K
|
0
$0
|
|
|
Jan 14, 2019
Q4 2018
|
Hms Capital Management, LLC
|
SELL
|
- |
-6.05KClosed |
$1.09M - $1.94M
|
0
$0
|
|
|
Jan 14, 2019
Q4 2018
|
Hms Capital Management, LLC
|
SELL
|
PUT |
-1.8KClosed |
$325K - $579K
|
0
$0
|
|
|
Jan 11, 2019
Q4 2018
|
Sheets Smith Wealth Management
|
SELL
|
- |
-2.46KClosed |
$444K - $791K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Aug 30, 2024
Q3 2018
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
112+ 10.53% |
$32.4K - $37.1K
|
1.18K
$564
|
|
|
Jul 13, 2023
Q3 2018
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
9.75KNew |
$2.82M - $3.23M
|
9.75K
$4.68K
|
|
|
Nov 14, 2018
Q3 2018
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-20Closed |
$5.78K - $6.62K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Adviser Investments LLC
|
SELL
|
- |
-35Closed |
$10.1K - $11.6K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-22Closed |
$6.36K - $7.29K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Telemetry Investments, L.L.C.
New York, NY |
SELL
|
- |
-735Closed |
$212K - $243K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Shellback Capital, LP
Boston, MA |
SELL
|
- |
-82KClosed |
$23.7M - $27.2M
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
12New |
$3.47K - $3.97K
|
12
$5.76
|
|
|
Nov 13, 2018
Q3 2018
|
Ibex Investors LLC
|
SELL
|
- |
-1.29KClosed |
$374K - $428K
|
0
$0
|
|
|
Oct 29, 2018
Q3 2018
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-9Closed |
$2.6K - $2.98K
|
0
$0
|
|
|
Oct 12, 2018
Q3 2018
|
Mai Capital Management
|
SELL
|
- |
-1.15KClosed |
$333K - $382K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 16, 2018
Q2 2018
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-120Closed |
$28K - $39.1K
|
0
$0
|
|
|
Aug 16, 2018
Q2 2018
|
Gifford Fong Associates
Lafayette, CA |
BUY
|
- |
6KNew |
$1.4M - $1.95M
|
6K
$2.88K
|
|
|
Aug 14, 2018
Q2 2018
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
14New |
$3.27K - $4.56K
|
14
$6.72
|
|
|
Aug 13, 2018
Q2 2018
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-28Closed |
$6.54K - $9.12K
|
0
$0
|
|
|
Aug 10, 2018
Q2 2018
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-15Closed |
$3.5K - $4.89K
|
0
$0
|
|
|
Aug 07, 2018
Q2 2018
|
Monarch Partners Asset Management LLC
|
SELL
|
- |
-23KClosed |
$5.37M - $7.49M
|
0
$0
|
|
|
Aug 01, 2018
Q2 2018
|
Hudock, Inc.
|
SELL
|
- |
-86Closed |
$20.1K - $28K
|
0
$0
|
|
|
Jul 30, 2018
Q2 2018
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-35Closed |
$8.17K - $11.4K
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 07, 2020
Q1 2018
|
Royal Fund Management, LLC
|
SELL
|
- |
-67Closed |
$15.2K - $18.1K
|
0
$0
|
|
|
May 21, 2018
Q1 2018
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
17.2K+ 30240.35% |
$3.91M - $4.67M
|
17.3K
$8.3K
|
|
|
May 14, 2018
Q1 2018
|
Cooke & Bieler LP
|
SELL
|
- |
-12.3KClosed |
$2.8M - $3.34M
|
0
$0
|
|
|
May 02, 2018
Q1 2018
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-5Closed |
$1.14K - $1.35K
|
0
$0
|
|
|
Apr 27, 2018
Q1 2018
|
Bank Of Stockton
|
SELL
|
- |
-1.39KClosed |
$315K - $375K
|
0
$0
|
|
|
Apr 23, 2018
Q1 2018
|
Nikko Asset Management Americas, Inc.
|
SELL
|
- |
-8.3KClosed |
$1.88M - $2.25M
|
0
$0
|
|
|
Apr 17, 2018
Q1 2018
|
Calton & Associates, Inc.
|
SELL
|
- |
-44Closed |
$9.99K - $11.9K
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Indus Capital Partners, LLC
New York, NY |
SELL
|
PUT |
-8KClosed |
$1.45M - $1.93M
|
0
$0
|
|
|
Feb 14, 2018
Q4 2017
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
21New |
$3.81K - $5.08K
|
21
$10.1
|
|
|
Feb 13, 2018
Q4 2017
|
Koch Industries Inc
Wichita, KS |
SELL
|
- |
-1.62KClosed |
$294K - $392K
|
0
$0
|
|
|
Feb 01, 2018
Q4 2017
|
Nationwide Fund Advisors
|
SELL
|
- |
-114KClosed |
$20.7M - $27.5M
|
0
$0
|
|
|
Jan 18, 2018
Q4 2017
|
Swarthmore Group Inc
|
SELL
|
- |
-3.9KClosed |
$708K - $943K
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
35KNew |
$5.63M - $6.55M
|
35K
$16.8K
|
|
|
Nov 08, 2017
Q3 2017
|
D.A. Davidson & Co.
|
SELL
|
- |
-95Closed |
$15.3K - $17.8K
|
0
$0
|
|
|
Nov 01, 2017
Q3 2017
|
Klingenstein Fields & CO LP
|
BUY
|
- |
2.1KNew |
$338K - $393K
|
2.1K
$1.01K
|
|