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 20, 2022
Q1 2022
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
143+ 6.33% |
$70.7K - $106K
|
2.4K
$1.15K
|
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
143+ 14.52% |
$70.7K - $106K
|
1.13K
$541
|
|
|
May 16, 2022
Q1 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
142+ 1.29% |
$70.2K - $105K
|
11.2K
$5.36K
|
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
141+ 20.29% |
$69.7K - $104K
|
836
$401
|
|
|
May 16, 2022
Q1 2022
|
Credit Agricole S A
|
BUY
|
- |
140+ 1.07% |
$69.2K - $103K
|
13.2K
$6.35K
|
|
|
May 12, 2022
Q1 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
134+ 34.54% |
$66.2K - $98.9K
|
522
$251
|
|
|
May 12, 2022
Q1 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
127+ 4.49% |
$62.8K - $93.7K
|
2.96K
$1.42K
|
|
|
May 06, 2022
Q1 2022
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
127+ 1.22% |
$62.8K - $93.7K
|
10.5K
$5.05K
|
|
|
Apr 27, 2022
Q1 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
125+ 0.36% |
$61.8K - $92.2K
|
35.3K
$17K
|
|
|
May 16, 2022
Q1 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
123+ 14.57% |
$60.8K - $90.7K
|
967
$464
|
|
|
Apr 26, 2022
Q1 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
121+ 18.09% |
$59.8K - $89.3K
|
790
$379
|
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
120+ 7.58% |
$59.3K - $88.5K
|
1.7K
$818
|
|
|
May 13, 2022
Q1 2022
|
Axiom Investors LLC
Greenwich, CT |
BUY
|
- |
119+ 0.08% |
$58.8K - $87.8K
|
154K
$73.8K
|
|
|
May 11, 2022
Q1 2022
|
Argent Capital Management LLC
|
BUY
|
- |
115+ 2.15% |
$56.9K - $84.8K
|
5.46K
$2.62K
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
115+ 18.11% |
$56.9K - $84.8K
|
750
$360
|
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
101New |
$49.9K - $74.5K
|
101
$48.5
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
100+ 9.19% |
$49.4K - $73.8K
|
1.19K
$570
|
|
|
May 16, 2022
Q1 2022
|
Ethic Inc.
New York, NY |
BUY
|
- |
91+ 29.64% |
$45K - $67.1K
|
398
$191
|
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
BUY
|
- |
90+ 107.14% |
$44.5K - $66.4K
|
174
$83.5
|
|
|
Apr 26, 2022
Q1 2022
|
Ieq Capital, LLC
|
BUY
|
- |
89+ 0.37% |
$44K - $65.7K
|
23.9K
$11.5K
|
|
|
May 06, 2022
Q1 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
89+ 0.41% |
$44K - $65.7K
|
21.8K
$10.5K
|
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
88+ 9.81% |
$43.5K - $64.9K
|
985
$473
|
|
|
Apr 11, 2022
Q1 2022
|
Maryland State Retirement & Pension System
|
BUY
|
- |
88+ 2.05% |
$43.5K - $64.9K
|
4.38K
$2.1K
|
|
|
Apr 27, 2022
Q1 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
88+ 7.75% |
$43.5K - $64.9K
|
1.22K
$587
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
86+ 21.94% |
$42.5K - $63.4K
|
478
$229
|
|
|
Apr 20, 2022
Q1 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
84+ 4.91% |
$41.5K - $62K
|
1.79K
$861
|
|
|
Apr 22, 2022
Q1 2022
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
83+ 5.07% |
$41K - $61.2K
|
1.72K
$825
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
80+ 190.48% |
$39.5K - $59K
|
122
$58.6
|
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
BUY
|
- |
80New |
$39.5K - $59K
|
80
$38.4
|
|
|
May 12, 2022
Q1 2022
|
Yousif Capital Management, LLC
|
BUY
|
- |
79+ 0.61% |
$39.1K - $58.3K
|
13.1K
$6.3K
|
|
|
Apr 25, 2022
Q1 2022
|
Bailard, Inc.
|
BUY
|
- |
79+ 7.22% |
$39.1K - $58.3K
|
1.17K
$563
|
|
|
May 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
77+ 20.16% |
$38.1K - $56.8K
|
459
$220
|
|
|
May 13, 2022
Q1 2022
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
75New |
$37.1K - $55.3K
|
75
$36
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
67New |
$33.1K - $49.4K
|
67
$32.2
|
|
|
Aug 14, 2024
Q1 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
65New |
$32.1K - $48K
|
65
$31.2
|
|
|
May 09, 2022
Q1 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
65+ 17.96% |
$32.1K - $48K
|
427
$205
|
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
60+ 2.6% |
$29.7K - $44.3K
|
2.37K
$1.14K
|
|
|
May 16, 2022
Q1 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
59+ 5.36% |
$29.2K - $43.5K
|
1.16K
$557
|
|
|
May 11, 2022
Q1 2022
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
52+ 1.87% |
$25.7K - $38.4K
|
2.83K
$1.36K
|
|
|
Apr 22, 2022
Q1 2022
|
Exane Derivatives
|
BUY
|
- |
51+ 26.56% |
$25.2K - $37.6K
|
243
$117
|
|
|
May 04, 2022
Q1 2022
|
State Of Michigan Retirement System
|
BUY
|
- |
48+ 0.27% |
$23.7K - $35.4K
|
17.8K
$8.54K
|
|
|
May 10, 2022
Q1 2022
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
46+ 8.86% |
$22.7K - $33.9K
|
565
$271
|
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
46+ 35.38% |
$22.7K - $33.9K
|
176
$84.5
|
|
|
Apr 14, 2022
Q1 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
45+ 1.05% |
$22.2K - $33.2K
|
4.35K
$2.09K
|
|
|
May 16, 2022
Q1 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
44New |
$21.8K - $32.5K
|
44
$21.1
|
|
|
Apr 21, 2022
Q1 2022
|
Riverview Trust CO
|
BUY
|
- |
39+ 30.23% |
$19.3K - $28.8K
|
168
$80.6
|
|
|
May 11, 2022
Q1 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
39+ 10.96% |
$19.3K - $28.8K
|
395
$190
|
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
38New |
$18.8K - $28K
|
38
$18.2
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
36+ 100.0% |
$17.8K - $26.6K
|
72
$34.6
|
|
|
Apr 22, 2022
Q1 2022
|
Cva Family Office, LLC
|
BUY
|
- |
35+ 140.0% |
$17.3K - $25.8K
|
60
$28.8
|