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 13, 2022
Q1 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-13- 2.62% |
$6.43K - $9.59K
|
483
$232
|
|
|
Apr 11, 2022
Q1 2022
|
Veriti Management LLC
|
SELL
|
- |
-13- 2.21% |
$6.43K - $9.59K
|
576
$276
|
|
|
May 11, 2022
Q1 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-14- 1.5% |
$6.92K - $10.3K
|
922
$443
|
|
|
Apr 22, 2022
Q1 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-14- 1.38% |
$6.92K - $10.3K
|
1K
$480
|
|
|
May 11, 2022
Q1 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-15- 1.57% |
$7.42K - $11.1K
|
938
$450
|
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-16- 2.72% |
$7.91K - $11.8K
|
573
$275
|
|
|
May 06, 2022
Q1 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-16Closed |
$7.91K - $11.8K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-17- 0.76% |
$8.4K - $12.5K
|
2.21K
$1.06K
|
|
|
May 16, 2022
Q1 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-18Closed |
$8.9K - $13.3K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-19Closed |
$9.39K - $14K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-20- 2.75% |
$9.89K - $14.8K
|
707
$339
|
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-22- 4.72% |
$10.9K - $16.2K
|
444
$213
|
|
|
Apr 08, 2022
Q1 2022
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-22- 12.72% |
$10.9K - $16.2K
|
151
$72.5
|
|
|
Apr 29, 2022
Q1 2022
|
Alphinity Investment Management Pty LTD
|
SELL
|
- |
-23- 3.22% |
$11.4K - $17K
|
692
$332
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-23Closed |
$11.4K - $17K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-23- 0.85% |
$11.4K - $17K
|
2.68K
$1.28K
|
|
|
May 16, 2022
Q1 2022
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-23- 60.53% |
$11.4K - $17K
|
15
$7.2
|
|
|
May 02, 2022
Q1 2022
|
Macroview Investment Management LLC
|
SELL
|
- |
-23Closed |
$11.4K - $17K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-24- 2.91% |
$11.9K - $17.7K
|
801
$384
|
|
|
May 16, 2022
Q1 2022
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-25Closed |
$12.4K - $18.4K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-26- 5.65% |
$12.9K - $19.2K
|
434
$208
|
|
|
May 09, 2022
Q1 2022
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-28- 3.26% |
$13.8K - $20.7K
|
831
$399
|
|
|
Apr 22, 2022
Q1 2022
|
Equitec Proprietary Markets, LLC
|
SELL
|
- |
-29Closed |
$14.3K - $21.4K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Heartland Bank & Trust CO
|
SELL
|
- |
-30- 4.82% |
$14.8K - $22.1K
|
593
$285
|
|
|
May 05, 2022
Q1 2022
|
Savant Capital, LLC
|
SELL
|
- |
-31- 3.43% |
$15.3K - $22.9K
|
872
$419
|
|
|
May 16, 2022
Q1 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-31- 6.39% |
$15.3K - $22.9K
|
454
$218
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-32Closed |
$15.8K - $23.6K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-32- 5.65% |
$15.8K - $23.6K
|
534
$256
|
|
|
May 12, 2022
Q1 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-32- 13.11% |
$15.8K - $23.6K
|
212
$102
|
|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-33- 5.26% |
$16.3K - $24.3K
|
594
$285
|
|
|
Apr 14, 2022
Q1 2022
|
Ibm Retirement Fund
|
SELL
|
- |
-36- 3.82% |
$17.8K - $26.6K
|
906
$435
|
|
|
Apr 12, 2022
Q1 2022
|
Canton Hathaway, LLC
|
SELL
|
- |
-36Closed |
$17.8K - $26.6K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-36Closed |
$17.8K - $26.6K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-37- 24.5% |
$18.3K - $27.3K
|
114
$54.7
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-41- 63.08% |
$20.3K - $30.2K
|
24
$11.5
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-42- 55.26% |
$20.8K - $31K
|
34
$16.3
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-42- 0.84% |
$20.8K - $31K
|
4.97K
$2.38K
|
|
|
May 09, 2022
Q1 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-47Closed |
$23.2K - $34.7K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-48- 1.22% |
$23.7K - $35.4K
|
3.89K
$1.87K
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-49Closed |
$24.2K - $36.2K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Absolute Capital Management, LLC
|
SELL
|
- |
-49Closed |
$24.2K - $36.2K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-50- 0.24% |
$24.7K - $36.9K
|
21K
$10.1K
|
|
|
May 16, 2022
Q1 2022
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-50- 0.53% |
$24.7K - $36.9K
|
9.32K
$4.48K
|
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
SELL
|
- |
-50- 98.04% |
$24.7K - $36.9K
|
1
$0.48
|
|
|
Apr 21, 2022
Q1 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-50- 5.71% |
$24.7K - $36.9K
|
825
$396
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-52- 7.22% |
$25.7K - $38.4K
|
668
$321
|
|
|
Jun 08, 2022
Q1 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-52- 5.31% |
$25.7K - $38.4K
|
927
$445
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-53- 34.64% |
$26.2K - $39.1K
|
100
$48
|
|
|
May 13, 2022
Q1 2022
|
Candriam S.C.A.
|
SELL
|
- |
-55- 1.69% |
$27.2K - $40.6K
|
3.19K
$1.53K
|
|
|
Apr 25, 2022
Q1 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-55- 3.34% |
$27.2K - $40.6K
|
1.59K
$765
|