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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
16New |
$3.2K - $6.02K
|
16
$7.68
|
|
|
Feb 15, 2023
Q4 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
15+ 1.08% |
$3K - $5.65K
|
1.4K
$672
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
15+ 93.75% |
$3K - $5.65K
|
31
$14.9
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
15+ 0.35% |
$3K - $5.65K
|
4.35K
$2.09K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
13+ 100.0% |
$2.6K - $4.89K
|
26
$12.5
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
12New |
$2.4K - $4.52K
|
12
$5.76
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
12+ 5.02% |
$2.4K - $4.52K
|
251
$120
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
11+ 220.0% |
$2.2K - $4.14K
|
16
$7.68
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
11New |
$2.2K - $4.14K
|
11
$5.28
|
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
10New |
$2K - $3.76K
|
10
$4.8
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
10+ 1.14% |
$2K - $3.76K
|
886
$425
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
9+ 0.17% |
$1.8K - $3.39K
|
5.41K
$2.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Summit Creek Advisors LLC
Minneapolis, MN |
BUY
|
- |
9+ 0.91% |
$1.8K - $3.39K
|
1K
$481
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
9New |
$1.8K - $3.39K
|
9
$4.32
|
|
|
Feb 13, 2023
Q4 2022
|
Knott David M Jr
Syosset, NY |
BUY
|
- |
8+ 20.0% |
$1.6K - $3.01K
|
48
$23
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust CO
|
BUY
|
- |
8New |
$1.6K - $3.01K
|
8
$3.84
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
7New |
$1.4K - $2.64K
|
7
$3.36
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
6New |
$1.2K - $2.26K
|
6
$2.88
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
5New |
$1K - $1.88K
|
5
$2.4
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
5New |
$1K - $1.88K
|
5
$2.4
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
5New |
$1K - $1.88K
|
5
$2.4
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
5New |
$1K - $1.88K
|
5
$2.4
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
4New |
$801 - $1.51K
|
4
$1.92
|
|
|
Feb 14, 2023
Q4 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
4New |
$801 - $1.51K
|
4
$1.92
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
4New |
$801 - $1.51K
|
4
$1.92
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4+ 1.22% |
$801 - $1.51K
|
331
$159
|
|
|
Feb 07, 2023
Q4 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
4+ 57.14% |
$801 - $1.51K
|
11
$5.28
|
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
4New |
$801 - $1.51K
|
4
$1.92
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
4+ 133.33% |
$801 - $1.51K
|
7
$3.36
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
4New |
$801 - $1.51K
|
4
$1.92
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
4New |
$801 - $1.51K
|
4
$1.92
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
4New |
$801 - $1.51K
|
4
$1.92
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
3+ 3.23% |
$601 - $1.13K
|
96
$46.1
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3New |
$601 - $1.13K
|
3
$1.44
|
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
3New |
$601 - $1.13K
|
3
$1.44
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
3New |
$601 - $1.13K
|
3
$1.44
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2+ 1.92% |
$401 - $753
|
106
$50.9
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
2+ 0.02% |
$401 - $753
|
9.31K
$4.47K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 50.0% |
$401 - $753
|
6
$2.88
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
2New |
$401 - $753
|
2
$0.96
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 100.0% |
$200 - $376
|
2
$0.96
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
1+ 0.22% |
$200 - $376
|
452
$217
|
|
|
Feb 13, 2023
Q4 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
1+ 0.08% |
$200 - $376
|
1.3K
$622
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1New |
$200 - $376
|
1
$0.48
|
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1New |
$200 - $376
|
1
$0.48
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1New |
$200 - $376
|
1
$0.48
|
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
BUY
|
- |
1New |
$200 - $376
|
1
$0.48
|
|
| Q3 2022 | |||||||
|
Nov 09, 2022
Q3 2022
|
Boston Partners
Boston, MA |
BUY
|
- |
171K+ 5154.33% |
$3.61M - $74.8M
|
175K
$83.9K
|
|
|
Nov 10, 2022
Q3 2022
|
Axiom Investors LLC
Greenwich, CT |
BUY
|
- |
95.8K+ 56.56% |
$2.02M - $41.8M
|
265K
$127K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
93K+ 5.02% |
$1.96M - $40.6M
|
1.95M
$935K
|
|