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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
4+ 11.76% |
$1.98K - $2.95K
|
38
$18.2
|
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
4+ 0.78% |
$1.98K - $2.95K
|
515
$247
|
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
4+ 0.66% |
$1.98K - $2.95K
|
609
$292
|
|
|
Apr 29, 2022
Q1 2022
|
Mckinley Capital Management LLC
|
BUY
|
- |
4+ 0.09% |
$1.98K - $2.95K
|
4.51K
$2.17K
|
|
|
May 12, 2022
Q1 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
4New |
$1.98K - $2.95K
|
4
$1.92
|
|
|
May 18, 2022
Q1 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
3New |
$1.48K - $2.21K
|
3
$1.44
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
BUY
|
- |
3+ 3.37% |
$1.48K - $2.21K
|
92
$44.2
|
|
|
May 06, 2022
Q1 2022
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
3New |
$1.48K - $2.21K
|
3
$1.44
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3+ 25.0% |
$1.48K - $2.21K
|
15
$7.2
|
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2+ 0.18% |
$989 - $1.48K
|
1.14K
$548
|
|
|
May 03, 2022
Q1 2022
|
Liberty One Investment Management, LLC
|
BUY
|
- |
2+ 0.51% |
$989 - $1.48K
|
398
$191
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 0.66% |
$494 - $738
|
153
$73.4
|
|
|
May 06, 2022
Q1 2022
|
Camden Capital, LLC
|
BUY
|
- |
1+ 0.27% |
$494 - $738
|
374
$180
|
|
|
Apr 19, 2022
Q1 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1+ 3.45% |
$494 - $738
|
30
$14.4
|
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1+ 6.67% |
$494 - $738
|
16
$7.68
|
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
BUY
|
- |
1New |
$494 - $738
|
1
$0.48
|
|
|
May 09, 2022
Q1 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
1+ 5.88% |
$494 - $738
|
18
$8.64
|
|
|
Aug 23, 2022
Q1 2022
|
Glassman Wealth Services
|
SELL
|
- |
-1- 2.63% |
$494 - $738
|
37
$17.8
|
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-1- 0.22% |
$494 - $738
|
463
$222
|
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-1Closed |
$494 - $738
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Fractal Investments LLC
|
SELL
|
- |
-1- 0.12% |
$494 - $738
|
850
$408
|
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1Closed |
$494 - $738
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Sageworth Trust CO
|
SELL
|
- |
-1Closed |
$494 - $738
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-1Closed |
$494 - $738
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-2Closed |
$989 - $1.48K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-2- 66.67% |
$989 - $1.48K
|
1
$0.48
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
SELL
|
- |
-2- 0.06% |
$989 - $1.48K
|
3.48K
$1.67K
|
|
|
May 04, 2022
Q1 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-3Closed |
$1.48K - $2.21K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-3Closed |
$1.48K - $2.21K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-3- 0.62% |
$1.48K - $2.21K
|
480
$230
|
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
SELL
|
- |
-3- 0.08% |
$1.48K - $2.21K
|
4K
$1.92K
|
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-4- 10.81% |
$1.98K - $2.95K
|
33
$15.8
|
|
|
May 16, 2022
Q1 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-4- 0.78% |
$1.98K - $2.95K
|
506
$243
|
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-4Closed |
$1.98K - $2.95K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-4- 1.03% |
$1.98K - $2.95K
|
386
$185
|
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-4- 0.76% |
$1.98K - $2.95K
|
523
$251
|
|
|
May 05, 2022
Q1 2022
|
Washington Trust CO
|
SELL
|
- |
-6Closed |
$2.97K - $4.43K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Quent Capital, LLC
|
SELL
|
- |
-8- 5.16% |
$3.95K - $5.9K
|
147
$70.6
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-8- 0.25% |
$3.95K - $5.9K
|
3.16K
$1.52K
|
|
|
Apr 25, 2022
Q1 2022
|
Country Trust Bank
|
SELL
|
- |
-8- 61.54% |
$3.95K - $5.9K
|
5
$2.4
|
|
|
May 04, 2022
Q1 2022
|
Tfc Financial Management
|
SELL
|
- |
-9Closed |
$4.45K - $6.64K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-9Closed |
$4.45K - $6.64K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-9- 4.79% |
$4.45K - $6.64K
|
179
$85.9
|
|
|
May 02, 2022
Q1 2022
|
Outfitter Financial LLC
|
SELL
|
- |
-10Closed |
$4.94K - $7.38K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Dakota Wealth Management
|
SELL
|
- |
-10- 1.31% |
$4.94K - $7.38K
|
754
$362
|
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-10Closed |
$4.94K - $7.38K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-11- 0.2% |
$5.44K - $8.12K
|
5.51K
$2.64K
|
|
|
May 16, 2022
Q1 2022
|
Seven One Seven Capital Management
Lancaster, PA |
SELL
|
- |
-12- 1.34% |
$5.93K - $8.85K
|
884
$424
|
|
|
May 13, 2022
Q1 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-12- 1.13% |
$5.93K - $8.85K
|
1.05K
$504
|
|
|
May 16, 2022
Q1 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-13- 37.14% |
$6.43K - $9.59K
|
22
$10.6
|