Purchases and Sales Made in Q1 2023 in Svb Financial Group (SIVB)
This table provides information about the institutional ownership of Svb Financial Group (SIVB) during Q1 2023. 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 15, 2023
Q1 2023
|
Basswood Capital Management, L.L.C.
New York, NY |
BUY
|
- |
63.2KNew |
$0 - $21.1M
|
63.2K
$30.3K
|
|
|
May 15, 2023
Q1 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
34.7K+ 506.43% |
$0 - $11.6M
|
41.5K
$19.9K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
23.5K+ 1247.03% |
$0 - $7.84M
|
25.4K
$12.2K
|
|
|
May 15, 2023
Q1 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
16.7KNew |
$0 - $5.57M
|
16.7K
$8.02K
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
13.5K+ 14.62% |
$0 - $4.49M
|
105K
$50.6K
|
|
|
May 03, 2023
Q1 2023
|
Graphene Investments Sas
Paris, I0 |
BUY
|
- |
10.6K+ 84.13% |
$0 - $3.54M
|
23.2K
$11.1K
|
|
|
May 15, 2023
Q1 2023
|
Silverback Asset Management LLC
Chapel Hill, NC |
BUY
|
- |
10KNew |
$0 - $3.34M
|
10K
$4.8K
|
|
|
Feb 14, 2024
Q1 2023
|
Kbc Group Nv
|
BUY
|
- |
7.94K+ 23.96% |
$0 - $2.65M
|
41.1K
$19.7K
|
|
|
Apr 17, 2023
Q1 2023
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
5.39K+ 4.11% |
$0 - $1.8M
|
137K
$65.6K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
BUY
|
- |
3.07K+ 2787.27% |
$0 - $1.02M
|
3.18K
$1.52K
|
|
|
May 12, 2023
Q1 2023
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
BUY
|
- |
2.73K+ 12.07% |
$0 - $909K
|
25.3K
$12.2K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
1.79K+ 1638.53% |
$0 - $596K
|
1.9K
$910
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.58K+ 107.48% |
$0 - $527K
|
3.05K
$1.46K
|
|
|
Feb 12, 2025
Q1 2023
|
Bit Capital Gmb H
Berlin, 2M |
BUY
|
- |
1.5KNew |
$0 - $501K
|
1.5K
$721
|
|
|
May 15, 2023
Q1 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
798New |
$0 - $266K
|
798
$383
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
500New |
$0 - $167K
|
500
$240
|
|
|
May 12, 2023
Q1 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
480+ 3.52% |
$0 - $160K
|
14.1K
$6.78K
|
|
|
Apr 26, 2023
Q1 2023
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
289+ 100.0% |
$0 - $96.4K
|
578
$277
|
|
|
May 01, 2023
Q1 2023
|
Performa LTD (Us), LLC
|
BUY
|
- |
170New |
$0 - $56.7K
|
170
$81.6
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
130+ 14.27% |
$0 - $43.4K
|
1.04K
$500
|
|
|
May 10, 2023
Q1 2023
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
100New |
$0 - $33.4K
|
100
$48
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
82New |
$0 - $27.3K
|
82
$39.4
|
|
|
May 15, 2023
Q1 2023
|
Liberty One Investment Management, LLC
|
BUY
|
- |
67+ 15.44% |
$0 - $22.3K
|
501
$240
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
33+ 67.35% |
$0 - $11K
|
82
$39.4
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
22+ 27.85% |
$0 - $7.34K
|
101
$48.5
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
18+ 6.43% |
$0 - $6K
|
298
$143
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
14New |
$0 - $4.67K
|
14
$6.72
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
13+ 34.21% |
$0 - $4.34K
|
51
$24.5
|
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
10+ 0.1% |
$0 - $3.34K
|
10.4K
$4.97K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
6+ 60.0% |
$0 - $2K
|
16
$7.68
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
5+ 0.67% |
$0 - $1.67K
|
756
$363
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2+ 33.33% |
$0 - $667
|
8
$3.84
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
2+ 50.0% |
$0 - $667
|
6
$2.88
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
1New |
$0 - $334
|
1
$0.48
|
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 09, 2023
Q1 2023
|
Silicon Valley Capital Partners
|
SELL
|
- |
-5- 83.33% |
$0 - $1.67K
|
1
$0.48
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-8- 38.1% |
$0 - $2.67K
|
13
$6.24
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-14- 63.64% |
$0 - $4.67K
|
8
$3.84
|
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-17Closed |
$0 - $5.67K
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-34- 33.01% |
$0 - $11.3K
|
69
$33.1
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-39- 6.57% |
$0 - $13K
|
555
$266
|
|
|
Jun 28, 2024
Q1 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-40Closed |
$0 - $13.3K
|
0
$0
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-57- 59.38% |
$0 - $19K
|
39
$18.7
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-63- 52.94% |
$0 - $21K
|
56
$26.9
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-71- 71.0% |
$0 - $23.7K
|
29
$13.9
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-81- 89.01% |
$0 - $27K
|
10
$4.8
|
|
|
May 03, 2023
Q1 2023
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-100- 3.51% |
$0 - $33.4K
|
2.75K
$1.32K
|
|
|
May 15, 2023
Q1 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-100Closed |
$0 - $33.4K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-100- 99.01% |
$0 - $33.4K
|
1
$0.48
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-108- 90.0% |
$0 - $36K
|
12
$5.76
|