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 36 institutions that hold shares in the stock, with a total of 137,305 shares, which have been reported (via 13F filing form) to have a value of $65,000.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
151
shares
|
$72
0.06% of portfolio
|
Q3 2022
New holding
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
80
shares
|
$38
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
65
shares
|
$31
0.09% of portfolio
|
Q2 2022
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
60
shares
|
$28
0.0% of portfolio
|
Q4 2022
Reduced 62.73%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
29
shares
|
$13
0.01% of portfolio
|
Q2 2022
Reduced 68.48%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
28
shares
|
$13
0.0% of portfolio
|
Q2 2022
Reduced 58.82%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Oct 31, 2024 Q3 2024 |
10
shares
|
$4
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
10
shares
|
$4
0.0% of portfolio
|
Q4 2018
New holding
|
|
|
Hantz Financial Services, Inc.
|
Nov 13, 2024 Q3 2024 |
9
shares
|
$4
0.0% of portfolio
|
Q2 2023
Reduced 30.77%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
2
shares
|
$0
0.0% of portfolio
|
Q4 2023
Reduced 99.78%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
1
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 87.5%
|