Purchases and Sales Made in Q1 2022 in Svb Financial Group (SIVB)
This table provides information about the institutional ownership of Svb Financial Group (SIVB) during Q1 2022. The information is specifically focused on institutions that hold shares of SVB FINANCIAL GROUP.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 17, 2022
Q1 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-669- 13.21% |
$331K - $494K
|
4.4K
$2.11K
|
|
May 03, 2022
Q1 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-704- 32.46% |
$348K - $519K
|
1.47K
$703
|
|
May 12, 2022
Q1 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-733Closed |
$362K - $541K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-742- 2.75% |
$367K - $547K
|
26.2K
$12.6K
|
|
Apr 25, 2022
Q1 2022
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-748- 0.74% |
$370K - $552K
|
100K
$48K
|
|
May 12, 2022
Q1 2022
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-749- 1.91% |
$370K - $553K
|
38.5K
$18.5K
|
|
May 10, 2022
Q1 2022
|
Perpetual Investment Management LTD
Sydney, C3 |
SELL
|
- |
-758- 13.01% |
$375K - $559K
|
5.07K
$2.43K
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-758- 43.22% |
$375K - $559K
|
996
$478
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-799- 92.16% |
$395K - $589K
|
68
$32.6
|
|
May 04, 2022
Q1 2022
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-827- 4.26% |
$409K - $610K
|
18.6K
$8.93K
|
|
May 11, 2022
Q1 2022
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-827- 21.03% |
$409K - $610K
|
3.11K
$1.49K
|
|
May 16, 2022
Q1 2022
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-836Closed |
$413K - $617K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-856- 35.91% |
$423K - $632K
|
1.53K
$733
|
|
May 16, 2022
Q1 2022
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-858- 13.89% |
$424K - $633K
|
5.32K
$2.55K
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
SELL
|
- |
-871Closed |
$431K - $643K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-871- 70.47% |
$431K - $643K
|
365
$175
|
|
Apr 27, 2022
Q1 2022
|
Wespac Advisors, LLC
|
SELL
|
- |
-880Closed |
$435K - $649K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-900- 53.57% |
$445K - $664K
|
780
$374
|
|
Apr 12, 2022
Q1 2022
|
Pensionfund Dsm Netherlands
|
SELL
|
- |
-900Closed |
$445K - $664K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-919Closed |
$454K - $678K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-944- 29.54% |
$467K - $696K
|
2.25K
$1.08K
|
|
Apr 21, 2022
Q1 2022
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-958- 8.37% |
$474K - $707K
|
10.5K
$5.03K
|
|
Apr 14, 2022
Q1 2022
|
Strong Box Wealth, LLC
|
SELL
|
- |
-970- 64.45% |
$480K - $716K
|
535
$257
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-982- 40.15% |
$485K - $724K
|
1.46K
$703
|
|
May 12, 2022
Q1 2022
|
Capital Management Associates
New York, NY |
SELL
|
- |
-1K- 31.25% |
$494K - $738K
|
2.2K
$1.06K
|
|
May 16, 2022
Q1 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-1.02KClosed |
$505K - $753K
|
0
$0
|
|
Jun 30, 2022
Q1 2022
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.04K- 6.64% |
$512K - $764K
|
14.6K
$6.99K
|
|
May 13, 2022
Q1 2022
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
SELL
|
- |
-1.1K- 5.5% |
$544K - $812K
|
18.9K
$9.06K
|
|
May 06, 2022
Q1 2022
|
Rmb Capital Management, LLC
|
SELL
|
- |
-1.11K- 1.52% |
$549K - $820K
|
72K
$34.6K
|
|
May 09, 2022
Q1 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-1.11K- 56.39% |
$550K - $820K
|
860
$413
|
|
May 12, 2022
Q1 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-1.16K- 64.04% |
$575K - $858K
|
653
$313
|
|
May 10, 2022
Q1 2022
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-1.17KClosed |
$576K - $860K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.17K- 7.77% |
$578K - $863K
|
13.9K
$6.67K
|
|
May 13, 2022
Q1 2022
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-1.21KClosed |
$600K - $895K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-1.23K- 3.23% |
$607K - $906K
|
36.8K
$17.7K
|
|
May 10, 2022
Q1 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.24K- 21.55% |
$611K - $911K
|
4.5K
$2.16K
|
|
May 16, 2022
Q1 2022
|
Scholtz & Company, LLC
Stamford, CT |
SELL
|
- |
-1.25KClosed |
$618K - $923K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-1.27K- 76.28% |
$628K - $937K
|
395
$190
|
|
May 04, 2022
Q1 2022
|
Nbw Capital LLC
|
SELL
|
- |
-1.28K- 13.19% |
$635K - $947K
|
8.45K
$4.06K
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.29KClosed |
$640K - $955K
|
0
$0
|
|
Apr 11, 2022
Q1 2022
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-1.34KClosed |
$663K - $990K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Hanseatic Management Services Inc
|
SELL
|
- |
-1.39KClosed |
$685K - $1.02M
|
0
$0
|
|
Nov 14, 2022
Q1 2022
|
Brown Advisory Inc
|
SELL
|
- |
-1.39K- 67.51% |
$685K - $1.02M
|
667
$320
|
|
May 09, 2022
Q1 2022
|
Tredje Ap Fonden
|
SELL
|
- |
-1.4K- 2.96% |
$692K - $1.03M
|
45.9K
$22K
|
|
May 13, 2022
Q1 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-1.4KClosed |
$692K - $1.03M
|
0
$0
|
|
Aug 16, 2022
Q1 2022
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-1.43K- 99.93% |
$708K - $1.06M
|
1
$0.48
|
|
May 12, 2022
Q1 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-1.47K- 53.24% |
$727K - $1.08M
|
1.29K
$620
|
|
May 20, 2022
Q1 2022
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-1.49K- 79.55% |
$737K - $1.1M
|
383
$184
|
|
May 09, 2022
Q1 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-1.5K- 4.31% |
$740K - $1.1M
|
33.2K
$16K
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.51K- 35.37% |
$747K - $1.12M
|
2.76K
$1.33K
|