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 03, 2022
Q1 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
31+ 2.85% |
$15.3K - $22.9K
|
1.12K
$536
|
|
|
May 06, 2022
Q1 2022
|
Valley National Advisers Inc
|
BUY
|
- |
27+ 72.97% |
$13.3K - $19.9K
|
64
$30.7
|
|
|
Apr 14, 2022
Q1 2022
|
De Dora Capital, Inc.
|
BUY
|
- |
25New |
$12.4K - $18.4K
|
25
$12
|
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
25New |
$12.4K - $18.4K
|
25
$12
|
|
|
Apr 25, 2022
Q1 2022
|
Clean Yield Group
|
BUY
|
- |
25New |
$12.4K - $18.4K
|
25
$12
|
|
|
May 11, 2022
Q1 2022
|
Clear Street Markets LLC
|
BUY
|
- |
24New |
$11.9K - $17.7K
|
24
$11.5
|
|
|
Apr 27, 2022
Q1 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
23+ 1.24% |
$11.4K - $17K
|
1.88K
$904
|
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
22+ 5.98% |
$10.9K - $16.2K
|
390
$187
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
21+ 6.4% |
$10.4K - $15.5K
|
349
$168
|
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
20+ 33.33% |
$9.89K - $14.8K
|
80
$38.4
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Bank
|
BUY
|
- |
20New |
$9.89K - $14.8K
|
20
$9.6
|
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
19New |
$9.39K - $14K
|
19
$9.12
|
|
|
Apr 20, 2022
Q1 2022
|
Retirement Systems Of Alabama
|
BUY
|
- |
19+ 0.1% |
$9.39K - $14K
|
19.5K
$9.34K
|
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
17+ 2.62% |
$8.4K - $12.5K
|
667
$320
|
|
|
May 10, 2022
Q1 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
17+ 13.71% |
$8.4K - $12.5K
|
141
$67.7
|
|
|
May 13, 2022
Q1 2022
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
16+ 4.21% |
$7.91K - $11.8K
|
396
$190
|
|
|
May 13, 2022
Q1 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
16+ 6.4% |
$7.91K - $11.8K
|
266
$128
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
16+ 6.64% |
$7.91K - $11.8K
|
257
$123
|
|
|
May 12, 2022
Q1 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
15+ 0.13% |
$7.42K - $11.1K
|
11.1K
$5.34K
|
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
15+ 1.56% |
$7.42K - $11.1K
|
979
$470
|
|
|
May 16, 2022
Q1 2022
|
Offit Capital Advisors LLC
|
BUY
|
- |
14+ 2.73% |
$6.92K - $10.3K
|
526
$252
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
13+ 0.16% |
$6.43K - $9.59K
|
8.06K
$3.87K
|
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
13+ 68.42% |
$6.43K - $9.59K
|
32
$15.4
|
|
|
May 10, 2022
Q1 2022
|
Corbett Road Capital Management, LLC
Mclean, VA |
BUY
|
- |
12+ 2.24% |
$5.93K - $8.85K
|
547
$263
|
|
|
Apr 28, 2022
Q1 2022
|
Patten Group, Inc.
|
BUY
|
- |
12+ 2.1% |
$5.93K - $8.85K
|
584
$280
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11+ 1.06% |
$5.44K - $8.12K
|
1.05K
$504
|
|
|
May 16, 2022
Q1 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
11+ 45.83% |
$5.44K - $8.12K
|
35
$16.8
|
|
|
Apr 25, 2022
Q1 2022
|
Tarbox Family Office, Inc.
|
BUY
|
- |
11+ 78.57% |
$5.44K - $8.12K
|
25
$12
|
|
|
May 10, 2022
Q1 2022
|
Marshall Financial Group LLC
|
BUY
|
- |
11+ 0.82% |
$5.44K - $8.12K
|
1.36K
$651
|
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
10New |
$4.94K - $7.38K
|
10
$4.8
|
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
10+ 37.04% |
$4.94K - $7.38K
|
37
$17.8
|
|
|
May 09, 2022
Q1 2022
|
Summit Creek Advisors LLC
Minneapolis, MN |
BUY
|
- |
10+ 0.6% |
$4.94K - $7.38K
|
1.68K
$808
|
|
|
Apr 13, 2022
Q1 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
10+ 2.15% |
$4.94K - $7.38K
|
475
$228
|
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
10+ 25.0% |
$4.94K - $7.38K
|
50
$24
|
|
|
May 10, 2022
Q1 2022
|
Wd Rutherford LLC
|
BUY
|
- |
10+ 1.36% |
$4.94K - $7.38K
|
745
$358
|
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
10New |
$4.94K - $7.38K
|
10
$4.8
|
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
9New |
$4.45K - $6.64K
|
9
$4.32
|
|
|
May 02, 2022
Q1 2022
|
Conning Inc.
|
BUY
|
- |
9+ 1.73% |
$4.45K - $6.64K
|
530
$254
|
|
|
May 16, 2022
Q1 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
9+ 2.56% |
$4.45K - $6.64K
|
361
$173
|
|
|
May 10, 2022
Q1 2022
|
Core Alternative Capital
|
BUY
|
- |
9+ 300.0% |
$4.45K - $6.64K
|
12
$5.76
|
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
8New |
$3.95K - $5.9K
|
8
$3.84
|
|
|
May 16, 2022
Q1 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
7+ 0.17% |
$3.46K - $5.16K
|
4.17K
$2K
|
|
|
May 10, 2022
Q1 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
7+ 0.23% |
$3.46K - $5.16K
|
3.1K
$1.49K
|
|
|
May 11, 2022
Q1 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
7+ 116.67% |
$3.46K - $5.16K
|
13
$6.24
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
7+ 233.33% |
$3.46K - $5.16K
|
10
$4.8
|
|
|
May 09, 2022
Q1 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
6+ 150.0% |
$2.97K - $4.43K
|
10
$4.8
|
|
|
May 09, 2022
Q1 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
6New |
$2.97K - $4.43K
|
6
$2.88
|
|
|
May 09, 2022
Q1 2022
|
Sentry Investment Management LLC
|
BUY
|
- |
6+ 1.28% |
$2.97K - $4.43K
|
473
$227
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
6New |
$2.97K - $4.43K
|
6
$2.88
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
5New |
$2.47K - $3.69K
|
5
$2.4
|