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 13, 2023
Q4 2022
|
North Reef Capital Management LP
Laguna Beach, CA |
BUY
|
- |
38.7KNew |
$7.74M - $14.6M
|
38.7K
$18.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
13.3K+ 81.17% |
$2.65M - $4.99M
|
29.6K
$14.2K
|
|
|
Feb 13, 2023
Q4 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-7.43K- 51.05% |
$1.49M - $2.8M
|
7.12K
$3.42K
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
83+ 2.63% |
$16.6K - $31.2K
|
3.24K
$1.56K
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
273K+ 6.08% |
$54.7M - $103M
|
4.76M
$2.29M
|
|
|
Feb 13, 2023
Q4 2022
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
5KNew |
$1M - $1.88M
|
5K
$2.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
15K+ 4.87% |
$3.01M - $5.66M
|
324K
$155K
|
|
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
21+ 7.47% |
$4.21K - $7.91K
|
302
$145
|
|
|
Feb 13, 2023
Q4 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
593+ 44.72% |
$119K - $223K
|
1.92K
$921
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-16.4K- 45.51% |
$3.28M - $6.17M
|
19.6K
$9.41K
|
|
|
Feb 13, 2023
Q4 2022
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
2.65K+ 121.04% |
$530K - $996K
|
4.83K
$2.32K
|
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
9.04KNew |
$1.81M - $3.4M
|
9.04K
$4.34K
|
|
|
Feb 13, 2023
Q4 2022
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-114K- 65.0% |
$22.8M - $42.8M
|
61.2K
$29.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
148K+ 132332.14% |
$29.7M - $55.8M
|
148K
$71.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Portolan Capital Management, LLC
Boston, MA |
BUY
|
- |
29.7KNew |
$5.94M - $11.2M
|
29.7K
$14.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.82KNew |
$564K - $1.06M
|
2.82K
$1.35K
|
|
|
Feb 13, 2023
Q4 2022
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
157KNew |
$31.5M - $59.1M
|
157K
$75.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Bank Of Marin
Novato, CA |
BUY
|
- |
310+ 21.2% |
$62.1K - $117K
|
1.77K
$851
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-78.1K- 68.26% |
$15.6M - $29.4M
|
36.3K
$17.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.18KNew |
$237K - $445K
|
1.18K
$567
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
16+ 10.81% |
$3.2K - $6.02K
|
164
$78.7
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-2.2K- 5.78% |
$441K - $830K
|
35.9K
$17.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-11.3K- 70.41% |
$2.26M - $4.25M
|
4.74K
$2.28K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
12+ 5.02% |
$2.4K - $4.52K
|
251
$120
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-958- 8.94% |
$192K - $361K
|
9.76K
$4.69K
|
|
|
Feb 13, 2023
Q4 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
666+ 48.02% |
$133K - $251K
|
2.05K
$985
|
|
|
Feb 13, 2023
Q4 2022
|
Coatue Management LLC
New York, NY |
BUY
|
- |
111KNew |
$22.3M - $42M
|
111K
$53.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Grandeur Peak Global Advisors, LLC
Salt Lake City, UT |
BUY
|
- |
15.2K+ 22.88% |
$3.04M - $5.72M
|
81.6K
$39.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Artisan Partners Limited Partnership
Milwaukee, WI |
BUY
|
- |
211K+ 14.93% |
$42.2M - $79.4M
|
1.62M
$780K
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
3New |
$601 - $1.13K
|
3
$1.44
|
|
|
Feb 10, 2023
Q4 2022
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
2.18K+ 6.72% |
$436K - $820K
|
34.6K
$16.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Tredje Ap Fonden
|
SELL
|
- |
-9.22K- 43.56% |
$1.85M - $3.47M
|
11.9K
$5.73K
|
|
|
Feb 10, 2023
Q4 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.9K+ 81.75% |
$380K - $715K
|
4.22K
$2.03K
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-653- 26.07% |
$131K - $246K
|
1.85K
$889
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
889+ 29.22% |
$178K - $335K
|
3.93K
$1.89K
|
|
|
Feb 10, 2023
Q4 2022
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-453- 1.18% |
$90.7K - $171K
|
38K
$18.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
- |
5.37KNew |
$1.07M - $2.02M
|
5.37K
$2.58K
|
|
|
Feb 10, 2023
Q4 2022
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
212+ 212.0% |
$42.5K - $79.8K
|
312
$150
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1M+ 200.81% |
$201M - $377M
|
1.5M
$720K
|
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.08KNew |
$817K - $1.54M
|
4.08K
$1.96K
|
|
|
Feb 10, 2023
Q4 2022
|
Cim, LLC
|
BUY
|
- |
10.8K+ 55.06% |
$2.16M - $4.06M
|
30.3K
$14.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
18New |
$3.6K - $6.78K
|
18
$8.64
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
34+ 154.55% |
$6.81K - $12.8K
|
56
$26.9
|
|
|
Feb 10, 2023
Q4 2022
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-6.47K- 57.65% |
$1.3M - $2.44M
|
4.75K
$2.28K
|
|
|
Feb 10, 2023
Q4 2022
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
25+ 9.03% |
$5.01K - $9.41K
|
302
$145
|
|
|
Feb 10, 2023
Q4 2022
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
9.57K+ 390.65% |
$1.92M - $3.6M
|
12K
$5.77K
|
|
|
Feb 10, 2023
Q4 2022
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
3.28KNew |
$656K - $1.23M
|
3.28K
$1.57K
|
|
|
Feb 10, 2023
Q4 2022
|
Summit Creek Advisors LLC
Minneapolis, MN |
BUY
|
- |
9+ 0.91% |
$1.8K - $3.39K
|
1K
$481
|
|
|
Feb 10, 2023
Q4 2022
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-1- 0.03% |
$200 - $376
|
3.2K
$1.54K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-2.03K- 88.13% |
$406K - $763K
|
273
$131
|