Latest Institutional Purchases of Svb Financial Group (SIVB)
This list provides information on the latest institutional transactions involving Svb Financial Group (SIVB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
942New |
$189K - $355K
|
942
$452
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
922New |
$185K - $347K
|
922
$443
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
889+ 29.22% |
$178K - $335K
|
3.93K
$1.89K
|
|
|
Feb 14, 2023
Q4 2022
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
876+ 16.97% |
$175K - $330K
|
6.04K
$2.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Ifm Investors Pty LTD
|
BUY
|
- |
866+ 8.67% |
$173K - $326K
|
10.9K
$5.21K
|
|
|
Feb 14, 2023
Q4 2022
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
849New |
$170K - $320K
|
849
$408
|
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
818+ 11.86% |
$164K - $308K
|
7.72K
$3.7K
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
792New |
$159K - $298K
|
792
$380
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
784+ 8711.11% |
$157K - $295K
|
793
$381
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
736+ 2.69% |
$147K - $277K
|
28.1K
$13.5K
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
731+ 317.83% |
$146K - $275K
|
961
$461
|
|
|
Jan 25, 2023
Q4 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
695+ 3.08% |
$139K - $262K
|
23.2K
$11.2K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
679+ 92.38% |
$136K - $256K
|
1.41K
$679
|
|
|
Feb 13, 2023
Q4 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
666+ 48.02% |
$133K - $251K
|
2.05K
$985
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
625+ 128.87% |
$125K - $235K
|
1.11K
$533
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
624+ 42.54% |
$125K - $235K
|
2.09K
$1K
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
617+ 60.73% |
$124K - $232K
|
1.63K
$784
|
|
|
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
|
Ossiam
Paris, I0 |
BUY
|
- |
585+ 136.36% |
$117K - $220K
|
1.01K
$487
|
|
|
Feb 13, 2023
Q4 2022
|
Uss Investment Management LTD
|
BUY
|
- |
565+ 6.33% |
$113K - $213K
|
9.5K
$4.56K
|
|
|
Feb 07, 2023
Q4 2022
|
Arizona State Retirement System
|
BUY
|
- |
564+ 3.49% |
$113K - $212K
|
16.7K
$8.03K
|
|
|
Feb 10, 2023
Q4 2022
|
American International Group, Inc.
New York, NY |
BUY
|
- |
522+ 3.08% |
$105K - $197K
|
17.4K
$8.37K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
520+ 63.03% |
$104K - $196K
|
1.35K
$646
|
|
|
Feb 07, 2025
Q4 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
513+ 1.66% |
$103K - $193K
|
31.5K
$15.1K
|
|
|
Feb 02, 2023
Q4 2022
|
Tobam
|
BUY
|
- |
479New |
$95.9K - $180K
|
479
$230
|
|
|
Jan 31, 2023
Q4 2022
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
469+ 42.95% |
$93.9K - $177K
|
1.56K
$749
|
|
|
Feb 09, 2023
Q4 2022
|
Malaga Cove Capital, LLC
|
BUY
|
- |
436+ 72.79% |
$87.3K - $164K
|
1.04K
$497
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
427+ 12.12% |
$85.5K - $161K
|
3.95K
$1.9K
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
414+ 67.21% |
$82.9K - $156K
|
1.03K
$494
|
|
|
Jan 30, 2023
Q4 2022
|
Byrne Asset Management LLC
|
BUY
|
- |
397+ 22.15% |
$79.5K - $149K
|
2.19K
$1.05K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
363+ 30.68% |
$72.7K - $137K
|
1.55K
$742
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
349+ 170.24% |
$69.9K - $131K
|
554
$266
|
|
|
Feb 14, 2023
Q4 2022
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
332+ 49.55% |
$66.5K - $125K
|
1K
$481
|
|
|
Feb 13, 2023
Q4 2022
|
Prudent Man Advisors, LLC
|
BUY
|
- |
318+ 38.22% |
$63.7K - $120K
|
1.15K
$552
|
|
|
Feb 13, 2023
Q4 2022
|
Bank Of Marin
Novato, CA |
BUY
|
- |
310+ 21.2% |
$62.1K - $117K
|
1.77K
$851
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
307+ 30.82% |
$61.5K - $116K
|
1.3K
$625
|
|
|
Feb 14, 2023
Q4 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
306+ 47.96% |
$61.3K - $115K
|
944
$453
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
298New |
$59.7K - $112K
|
298
$143
|
|
|
Feb 06, 2023
Q4 2022
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
279+ 17.0% |
$55.9K - $105K
|
1.92K
$922
|
|
|
Feb 21, 2023
Q4 2022
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
276+ 9.51% |
$55.3K - $104K
|
3.18K
$1.53K
|
|
|
Feb 10, 2023
Q4 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
269+ 17.09% |
$53.9K - $101K
|
1.84K
$885
|
|
|
Feb 01, 2023
Q4 2022
|
Great Diamond Partners, LLC
|
BUY
|
- |
268+ 35.83% |
$53.7K - $101K
|
1.02K
$488
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
258+ 109.32% |
$51.7K - $97.1K
|
494
$237
|
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
258+ 19.49% |
$51.7K - $97.1K
|
1.58K
$759
|
|
|
Feb 10, 2023
Q4 2022
|
Amalgamated Bank
New York, NY |
BUY
|
- |
250+ 1.63% |
$50.1K - $94.1K
|
15.6K
$7.49K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
239+ 10.12% |
$47.9K - $90K
|
2.6K
$1.25K
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
229+ 8.68% |
$45.9K - $86.2K
|
2.87K
$1.38K
|
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
228+ 35.35% |
$45.7K - $85.8K
|
873
$419
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
214+ 7.64% |
$42.9K - $80.6K
|
3.01K
$1.45K
|
|
|
Feb 10, 2023
Q4 2022
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
212+ 212.0% |
$42.5K - $79.8K
|
312
$150
|