Purchases and Sales Made in Q2 2022 in Svb Financial Group (SIVB)
This table provides information about the institutional ownership of Svb Financial Group (SIVB) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 15, 2022
Q2 2022
|
Cushing Asset Management, LP
Dallas, TX |
SELL
|
- |
-56- 3.75% |
$21.8K - $30.7K
|
1.44K
$690
|
|
Aug 10, 2022
Q2 2022
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-57- 0.6% |
$22.2K - $31.2K
|
9.43K
$4.53K
|
|
Jul 20, 2022
Q2 2022
|
Byrne Asset Management LLC
|
SELL
|
- |
-60- 40.0% |
$23.3K - $32.9K
|
90
$43.2
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-63- 68.48% |
$24.5K - $34.5K
|
29
$13.9
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-67Closed |
$26.1K - $36.7K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-67Closed |
$26.1K - $36.7K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-70- 1.27% |
$27.2K - $38.3K
|
5.45K
$2.62K
|
|
Aug 15, 2022
Q2 2022
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-75Closed |
$29.2K - $41.1K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-77- 83.7% |
$30K - $42.2K
|
15
$7.2
|
|
Aug 02, 2022
Q2 2022
|
Sentry Investment Management LLC
|
SELL
|
- |
-77- 16.28% |
$30K - $42.2K
|
396
$190
|
|
Jul 15, 2022
Q2 2022
|
Moseley Investment Management Inc
|
SELL
|
- |
-78- 8.57% |
$30.4K - $42.7K
|
832
$399
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-78- 6.83% |
$30.4K - $42.7K
|
1.06K
$511
|
|
Mar 30, 2023
Q2 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-80- 2.28% |
$31.1K - $43.8K
|
3.42K
$1.64K
|
|
Aug 11, 2022
Q2 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-80- 2.28% |
$31.1K - $43.8K
|
3.42K
$1.64K
|
|
Jul 12, 2022
Q2 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-80Closed |
$31.1K - $43.8K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-81- 3.61% |
$31.5K - $44.4K
|
2.16K
$1.04K
|
|
Aug 08, 2022
Q2 2022
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-82- 2.43% |
$31.9K - $44.9K
|
3.29K
$1.58K
|
|
Jul 21, 2022
Q2 2022
|
Chicago Capital, LLC
|
SELL
|
- |
-88- 0.08% |
$34.2K - $48.2K
|
106K
$50.7K
|
|
Jul 27, 2022
Q2 2022
|
Bailard, Inc.
|
SELL
|
- |
-93- 7.93% |
$36.2K - $50.9K
|
1.08K
$518
|
|
Aug 11, 2022
Q2 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-95- 1.73% |
$37K - $52K
|
5.41K
$2.6K
|
|
Aug 04, 2022
Q2 2022
|
Securian Asset Management, Inc
|
SELL
|
- |
-100- 1.97% |
$38.9K - $54.8K
|
4.99K
$2.39K
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-100Closed |
$38.9K - $54.8K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-102Closed |
$39.7K - $55.9K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Great Diamond Partners, LLC
|
SELL
|
- |
-105- 12.32% |
$40.9K - $57.5K
|
747
$359
|
|
Aug 04, 2022
Q2 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-106- 7.1% |
$41.2K - $58.1K
|
1.39K
$665
|
|
Aug 12, 2022
Q2 2022
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-114- 4.01% |
$44.4K - $62.4K
|
2.73K
$1.31K
|
|
Aug 11, 2022
Q2 2022
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-115- 0.47% |
$44.7K - $63K
|
24.5K
$11.8K
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-117- 3.11% |
$45.5K - $64.1K
|
3.65K
$1.75K
|
|
Jul 07, 2022
Q2 2022
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-123- 4.44% |
$47.9K - $67.4K
|
2.65K
$1.27K
|
|
Aug 12, 2022
Q2 2022
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-125- 1.99% |
$48.6K - $68.5K
|
6.16K
$2.96K
|
|
Aug 15, 2022
Q2 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-126Closed |
$49K - $69K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-137- 0.08% |
$53.3K - $75K
|
176K
$84.5K
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-139- 1.25% |
$54.1K - $76.1K
|
11K
$5.28K
|
|
Aug 03, 2022
Q2 2022
|
Janney Capital Management LLC
|
SELL
|
- |
-140- 1.01% |
$54.5K - $76.7K
|
13.7K
$6.57K
|
|
Jul 29, 2022
Q2 2022
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-150- 5.3% |
$58.4K - $82.2K
|
2.68K
$1.29K
|
|
Jul 21, 2022
Q2 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-150- 17.54% |
$58.4K - $82.2K
|
705
$338
|
|
Jul 13, 2022
Q2 2022
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-151Closed |
$58.8K - $82.7K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-160- 17.35% |
$62.3K - $87.6K
|
762
$366
|
|
Aug 15, 2022
Q2 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-160- 17.06% |
$62.3K - $87.6K
|
778
$373
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-160- 3.02% |
$62.3K - $87.6K
|
5.14K
$2.47K
|
|
Aug 15, 2022
Q2 2022
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
SELL
|
- |
-160- 4.77% |
$62.3K - $87.6K
|
3.2K
$1.53K
|
|
Aug 12, 2022
Q2 2022
|
Royal London Asset Management LTD
United Kingdom, X0 |
SELL
|
- |
-162- 0.84% |
$63K - $88.7K
|
19K
$9.14K
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-164- 5.04% |
$63.8K - $89.8K
|
3.09K
$1.48K
|
|
Aug 15, 2022
Q2 2022
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-170- 7.26% |
$66.2K - $93.1K
|
2.17K
$1.04K
|
|
Aug 08, 2022
Q2 2022
|
Credit Agricole S A
|
SELL
|
- |
-172- 1.3% |
$66.9K - $94.2K
|
13.1K
$6.27K
|
|
Aug 11, 2022
Q2 2022
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-179- 9.34% |
$69.7K - $98K
|
1.74K
$834
|
|
Aug 08, 2022
Q2 2022
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-181- 20.95% |
$70.4K - $99.1K
|
683
$328
|
|
Aug 15, 2022
Q2 2022
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-186- 6.29% |
$72.4K - $102K
|
2.77K
$1.33K
|
|
Aug 01, 2022
Q2 2022
|
Nbw Capital LLC
|
SELL
|
- |
-192- 2.27% |
$74.7K - $105K
|
8.26K
$3.97K
|
|
Aug 12, 2022
Q2 2022
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-194- 1.11% |
$75.5K - $106K
|
17.3K
$8.28K
|