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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2022
Q2 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
50+ 5.0% |
$19.5K - $27.4K
|
1.05K
$504
|
|
|
Aug 04, 2022
Q2 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
50+ 0.85% |
$19.5K - $27.4K
|
5.91K
$2.84K
|
|
|
Jul 22, 2022
Q2 2022
|
Sumitomo Life Insurance CO
|
BUY
|
- |
50+ 1.33% |
$19.5K - $27.4K
|
3.82K
$1.83K
|
|
|
Aug 03, 2022
Q2 2022
|
Winslow Asset Management Inc
|
BUY
|
- |
50+ 0.14% |
$19.5K - $27.4K
|
35.4K
$17K
|
|
|
Jul 25, 2022
Q2 2022
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
49+ 2.22% |
$19.1K - $26.8K
|
2.26K
$1.08K
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
48+ 200.0% |
$18.7K - $26.3K
|
72
$34.6
|
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
BUY
|
- |
47+ 27.01% |
$18.3K - $25.7K
|
221
$106
|
|
|
Aug 12, 2022
Q2 2022
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
47+ 9.18% |
$18.3K - $25.7K
|
559
$268
|
|
|
Aug 03, 2022
Q2 2022
|
Retirement Systems Of Alabama
|
BUY
|
- |
44+ 0.23% |
$17.1K - $24.1K
|
19.5K
$9.36K
|
|
|
Jul 18, 2022
Q2 2022
|
Patten Group, Inc.
|
BUY
|
- |
44+ 7.53% |
$17.1K - $24.1K
|
628
$301
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
43New |
$16.7K - $23.6K
|
43
$20.6
|
|
|
Aug 15, 2022
Q2 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
43+ 26.88% |
$16.7K - $23.6K
|
203
$97.4
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
42+ 67.74% |
$16.3K - $23K
|
104
$49.9
|
|
|
Jun 28, 2024
Q2 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
40New |
$15.6K - $21.9K
|
40
$19.2
|
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
40+ 4.99% |
$15.6K - $21.9K
|
841
$404
|
|
|
Aug 11, 2022
Q2 2022
|
Knott David M Jr
Syosset, NY |
BUY
|
- |
40New |
$15.6K - $21.9K
|
40
$19.2
|
|
|
Aug 16, 2022
Q2 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
35+ 233.33% |
$13.6K - $19.2K
|
50
$24
|
|
|
Aug 10, 2022
Q2 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
35+ 233.33% |
$13.6K - $19.2K
|
50
$24
|
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
28+ 700.0% |
$10.9K - $15.3K
|
32
$15.4
|
|
|
Aug 12, 2022
Q2 2022
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
27+ 3.05% |
$10.5K - $14.8K
|
911
$437
|
|
|
May 11, 2023
Q2 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
27+ 245.45% |
$10.5K - $14.8K
|
38
$18.2
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
26New |
$10.1K - $14.2K
|
26
$12.5
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
26+ 52.0% |
$10.1K - $14.2K
|
76
$36.5
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
25+ 2.83% |
$9.73K - $13.7K
|
907
$435
|
|
|
Aug 09, 2022
Q2 2022
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
25+ 1.64% |
$9.73K - $13.7K
|
1.55K
$745
|
|
|
Aug 15, 2022
Q2 2022
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
23+ 1.39% |
$8.95K - $12.6K
|
1.68K
$805
|
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
23+ 2.28% |
$8.95K - $12.6K
|
1.03K
$495
|
|
|
Jul 15, 2022
Q2 2022
|
Valley National Advisers Inc
|
BUY
|
- |
22+ 34.38% |
$8.56K - $12.1K
|
86
$41.3
|
|
|
Aug 11, 2022
Q2 2022
|
Summit Creek Advisors LLC
Minneapolis, MN |
BUY
|
- |
22+ 1.31% |
$8.56K - $12.1K
|
1.71K
$819
|
|
|
Jul 19, 2022
Q2 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
20+ 111.11% |
$7.78K - $11K
|
38
$18.2
|
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
17New |
$6.62K - $9.31K
|
17
$8.16
|
|
|
Oct 03, 2022
Q2 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
17+ 1.21% |
$6.62K - $9.31K
|
1.43K
$685
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
15+ 0.64% |
$5.84K - $8.22K
|
2.35K
$1.13K
|
|
|
Aug 11, 2022
Q2 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
15New |
$5.84K - $8.22K
|
15
$7.2
|
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
BUY
|
- |
15+ 10.2% |
$5.84K - $8.22K
|
162
$77.8
|
|
|
Aug 05, 2022
Q2 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
13+ 59.09% |
$5.06K - $7.12K
|
35
$16.8
|
|
|
Jul 12, 2022
Q2 2022
|
Heartland Bank & Trust CO
|
BUY
|
- |
13+ 2.19% |
$5.06K - $7.12K
|
606
$291
|
|
|
Jul 13, 2022
Q2 2022
|
Gateway Investment Advisers LLC
|
BUY
|
- |
12+ 1.58% |
$4.67K - $6.57K
|
770
$370
|
|
|
Aug 15, 2022
Q2 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
12+ 1.65% |
$4.67K - $6.57K
|
741
$356
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
12+ 2.31% |
$4.67K - $6.57K
|
532
$255
|
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
12+ 6.82% |
$4.67K - $6.57K
|
188
$90.2
|
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
11New |
$4.28K - $6.03K
|
11
$5.28
|
|
|
Jul 22, 2022
Q2 2022
|
Savant Capital, LLC
|
BUY
|
- |
10+ 1.15% |
$3.89K - $5.48K
|
882
$423
|
|
|
Aug 05, 2022
Q2 2022
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
10+ 1.98% |
$3.89K - $5.48K
|
516
$248
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
10New |
$3.89K - $5.48K
|
10
$4.8
|
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
9+ 900.0% |
$3.5K - $4.93K
|
10
$4.8
|
|
|
Aug 15, 2022
Q2 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
9+ 3.38% |
$3.5K - $4.93K
|
275
$132
|
|
|
Aug 08, 2022
Q2 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
9+ 7.09% |
$3.5K - $4.93K
|
136
$65.3
|
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
7+ 175.0% |
$2.72K - $3.83K
|
11
$5.28
|
|
|
Aug 01, 2022
Q2 2022
|
New York State Teachers Retirement System
|
BUY
|
- |
7+ 0.01% |
$2.72K - $3.83K
|
66.4K
$31.9K
|