Institutional Ownership Svb Financial Group (SIVB)
This table provides information about the institutional ownership of Svb Financial Group (SIVB). We have compiled data on the 41 institutions that hold shares in the stock, with a total of 152,309 shares, which have been reported (via 13F filing form) to have a value of $73,000.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
49,927
shares
|
$23,964
0.02% of portfolio
|
Q3 2022
Added 0.46%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
38,042
shares
|
$18,260
0.23% of portfolio
|
Q4 2022
Reduced 6.8%
|
|
|
Svb Wealth LLC
Boston, MA |
Aug 06, 2024 Q2 2024 |
13,853
shares
|
$6,649
0.0% of portfolio
|
Q2 2024
Reduced 30.75%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
7,882
shares
|
$3,783
0.04% of portfolio
|
Q4 2022
Reduced 3.25%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
6,540
shares
|
$3,139
0.21% of portfolio
|
Q3 2022
Added 10.59%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
5,681
shares
|
$2,726
0.94% of portfolio
|
Q2 2022
Added 34.94%
|
|
|
Perpetual Investment Management LTD
Sydney, C3 |
Feb 14, 2023 Q4 2022 |
5,318
shares
|
$2,552
0.15% of portfolio
|
Q4 2022
Added 97.04%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
4,347
shares
|
$2,086
0.39% of portfolio
|
Q4 2022
Added 0.35%
|
|
|
Eidelman Virant Capital
|
Oct 25, 2022 Q3 2022 |
3,505
shares
|
$1,682
0.87% of portfolio
|
Q2 2022
Added 198.3%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
2,771
shares
|
$1,330
0.03% of portfolio
|
Q3 2022
Reduced 8.7%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
1,871
shares
|
$898
0.05% of portfolio
|
Q2 2022
Reduced 0.69%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
1,386
shares
|
$665
0.04% of portfolio
|
Q2 2022
Added 19.48%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
1,351
shares
|
$648
0.0% of portfolio
|
Q2 2023
Added 2549.02%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
1,320
shares
|
$633
0.06% of portfolio
|
Q3 2022
Reduced 20.43%
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
1,206
shares
|
$578
0.12% of portfolio
|
Q4 2021
Reduced 6.37%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
1,201
shares
|
$576
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Aug 12, 2024 Q2 2024 |
1,100
shares
|
$528
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Meeder Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
798
shares
|
$383
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
797
shares
|
$382
0.04% of portfolio
|
Q1 2022
Reduced 11.64%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
743
shares
|
$356
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
555
shares
|
$266
0.18% of portfolio
|
Q4 2021
New holding
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
452
shares
|
$216
0.01% of portfolio
|
Q4 2022
Added 0.22%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
354
shares
|
$169
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
241
shares
|
$115
0.0% of portfolio
|
Q2 2020
Reduced 13.36%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
219
shares
|
$105
0.05% of portfolio
|
Q2 2022
Reduced 9.88%
|