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 11, 2022
Q2 2022
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
400+ 14.95% |
$156K - $219K
|
3.08K
$1.48K
|
|
|
Aug 16, 2022
Q2 2022
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
400+ 3.98% |
$156K - $219K
|
10.5K
$5.02K
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
397+ 1.79% |
$154K - $217K
|
22.5K
$10.8K
|
|
|
Feb 01, 2023
Q2 2022
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
395+ 15.23% |
$154K - $216K
|
2.99K
$1.43K
|
|
|
Aug 08, 2022
Q2 2022
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
395+ 15.23% |
$154K - $216K
|
2.99K
$1.43K
|
|
|
Jul 19, 2022
Q2 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
395New |
$154K - $216K
|
395
$190
|
|
|
Jul 22, 2022
Q2 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
393+ 1.8% |
$153K - $215K
|
22.2K
$10.7K
|
|
|
Oct 03, 2022
Q2 2022
|
American Trust
Lexington, KY |
BUY
|
- |
390+ 42.07% |
$152K - $214K
|
1.32K
$632
|
|
|
Aug 15, 2022
Q2 2022
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
365+ 51.92% |
$142K - $200K
|
1.07K
$513
|
|
|
Aug 15, 2022
Q2 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
363+ 37.54% |
$141K - $199K
|
1.33K
$638
|
|
|
Aug 11, 2022
Q2 2022
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
350+ 48.88% |
$136K - $192K
|
1.07K
$512
|
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
350+ 66.92% |
$136K - $192K
|
873
$419
|
|
|
Jul 12, 2022
Q2 2022
|
Elk River Wealth Management, LLC
|
BUY
|
- |
347+ 5.71% |
$135K - $190K
|
6.42K
$3.08K
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
BUY
|
- |
340+ 1.53% |
$132K - $186K
|
22.6K
$10.9K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
337+ 6.79% |
$131K - $185K
|
5.3K
$2.54K
|
|
|
Aug 08, 2022
Q2 2022
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
322+ 82.35% |
$125K - $176K
|
713
$342
|
|
|
Jul 12, 2022
Q2 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
317+ 36.06% |
$123K - $174K
|
1.2K
$574
|
|
|
Aug 09, 2022
Q2 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
313+ 12.46% |
$122K - $171K
|
2.83K
$1.36K
|
|
|
Jul 26, 2022
Q2 2022
|
Dupont Capital Management Corp
|
BUY
|
- |
308New |
$120K - $169K
|
308
$148
|
|
|
Aug 02, 2022
Q2 2022
|
Tobam
|
BUY
|
- |
303New |
$118K - $166K
|
303
$145
|
|
|
Aug 15, 2022
Q2 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
295+ 40.03% |
$115K - $162K
|
1.03K
$495
|
|
|
Aug 11, 2022
Q2 2022
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
291+ 0.35% |
$113K - $159K
|
83.2K
$39.9K
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
286+ 34.21% |
$111K - $157K
|
1.12K
$539
|
|
|
Aug 08, 2022
Q2 2022
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
277+ 15.97% |
$108K - $152K
|
2.01K
$965
|
|
|
Aug 15, 2022
Q2 2022
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
272+ 0.76% |
$106K - $149K
|
36.1K
$17.3K
|
|
|
Aug 15, 2022
Q2 2022
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
263+ 22.91% |
$102K - $144K
|
1.41K
$677
|
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
254+ 33.33% |
$98.8K - $139K
|
1.02K
$488
|
|
|
Aug 12, 2022
Q2 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
248+ 2.55% |
$96.5K - $136K
|
9.96K
$4.78K
|
|
|
Aug 08, 2022
Q2 2022
|
Metis Global Partners, LLC
|
BUY
|
- |
242+ 26.05% |
$94.2K - $133K
|
1.17K
$562
|
|
|
Aug 15, 2022
Q2 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
234+ 6.25% |
$91.1K - $128K
|
3.98K
$1.91K
|
|
|
Aug 12, 2022
Q2 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
226+ 19.48% |
$87.9K - $124K
|
1.39K
$665
|
|
|
Jul 08, 2022
Q2 2022
|
Redpoint Investment Management Pty LTD
|
BUY
|
- |
221+ 15.37% |
$86K - $121K
|
1.66K
$796
|
|
|
Aug 10, 2022
Q2 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
215+ 0.61% |
$83.7K - $118K
|
35.5K
$17.1K
|
|
|
Aug 11, 2022
Q2 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
213+ 23.23% |
$82.9K - $117K
|
1.13K
$542
|
|
|
Aug 11, 2022
Q2 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
210+ 0.18% |
$81.7K - $115K
|
115K
$55.4K
|
|
|
Aug 09, 2022
Q2 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
209+ 28.17% |
$81.3K - $114K
|
951
$456
|
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
209+ 47.5% |
$81.3K - $114K
|
649
$312
|
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
207+ 40.19% |
$80.5K - $113K
|
722
$347
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
201+ 13.73% |
$78.2K - $110K
|
1.67K
$799
|
|
|
Aug 01, 2022
Q2 2022
|
Liberty One Investment Management, LLC
|
BUY
|
- |
200+ 50.25% |
$77.8K - $110K
|
598
$287
|
|
|
Aug 12, 2022
Q2 2022
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
198+ 192.23% |
$77K - $108K
|
301
$144
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
197+ 6.35% |
$76.7K - $108K
|
3.3K
$1.58K
|
|
|
Jul 08, 2022
Q2 2022
|
Appleton Partners Inc
|
BUY
|
- |
195+ 0.98% |
$75.9K - $107K
|
20.1K
$9.66K
|
|
|
Aug 12, 2022
Q2 2022
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
189New |
$73.5K - $104K
|
189
$90.7
|
|
|
Jul 08, 2022
Q2 2022
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
185+ 2.24% |
$72K - $101K
|
8.45K
$4.06K
|
|
|
Aug 10, 2022
Q2 2022
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
185+ 1.76% |
$72K - $101K
|
10.7K
$5.12K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
179+ 12.66% |
$69.7K - $98K
|
1.59K
$765
|
|
|
Aug 16, 2022
Q2 2022
|
Bank Of Marin
Novato, CA |
BUY
|
- |
168+ 13.78% |
$65.4K - $92K
|
1.39K
$666
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
166+ 5.59% |
$64.6K - $90.9K
|
3.14K
$1.51K
|
|
|
Jul 13, 2022
Q2 2022
|
Mechanics Bank Trust Department
|
BUY
|
- |
165+ 12.03% |
$64.2K - $90.4K
|
1.54K
$738
|