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 08, 2022
Q2 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
7+ 0.54% |
$2.72K - $3.83K
|
1.3K
$623
|
|
|
Aug 01, 2022
Q2 2022
|
Core Alternative Capital
|
BUY
|
- |
6+ 50.0% |
$2.33K - $3.29K
|
18
$8.64
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
5+ 2.07% |
$1.95K - $2.74K
|
246
$118
|
|
|
Jul 27, 2022
Q2 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
5+ 0.31% |
$1.95K - $2.74K
|
1.6K
$767
|
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
BUY
|
- |
5+ 13.51% |
$1.95K - $2.74K
|
42
$20.2
|
|
|
Jul 22, 2022
Q2 2022
|
Arjuna Capital
|
BUY
|
- |
5+ 0.76% |
$1.95K - $2.74K
|
666
$320
|
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
BUY
|
- |
5+ 1.97% |
$1.95K - $2.74K
|
259
$124
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
5New |
$1.95K - $2.74K
|
5
$2.4
|
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
5New |
$1.95K - $2.74K
|
5
$2.4
|
|
|
Aug 09, 2022
Q2 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
5+ 83.33% |
$1.95K - $2.74K
|
11
$5.28
|
|
|
Aug 15, 2022
Q2 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
4+ 0.67% |
$1.56K - $2.19K
|
598
$287
|
|
|
Jul 25, 2022
Q2 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
4New |
$1.56K - $2.19K
|
4
$1.92
|
|
|
Aug 10, 2022
Q2 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
4+ 133.33% |
$1.56K - $2.19K
|
7
$3.36
|
|
|
Aug 04, 2022
Q2 2022
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
4New |
$1.56K - $2.19K
|
4
$1.92
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4+ 26.67% |
$1.56K - $2.19K
|
19
$9.12
|
|
|
Jul 15, 2022
Q2 2022
|
Strong Box Wealth, LLC
|
BUY
|
- |
4+ 0.75% |
$1.56K - $2.19K
|
539
$259
|
|
|
Jul 21, 2022
Q2 2022
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
3+ 0.32% |
$1.17K - $1.64K
|
946
$454
|
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
3+ 9.38% |
$1.17K - $1.64K
|
35
$16.8
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
2New |
$778 - $1.1K
|
2
$0.96
|
|
|
Aug 05, 2022
Q2 2022
|
Prudent Man Advisors, LLC
|
BUY
|
- |
2+ 0.24% |
$778 - $1.1K
|
833
$400
|
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1New |
$389 - $548
|
1
$0.48
|
|
|
Jul 14, 2022
Q2 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
1+ 11.11% |
$389 - $548
|
10
$4.8
|
|
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1- 0.67% |
$389 - $548
|
148
$71
|
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1- 3.03% |
$389 - $548
|
32
$15.4
|
|
|
Jul 28, 2022
Q2 2022
|
Lyell Wealth Management, LP
|
SELL
|
- |
-1- 0.07% |
$389 - $548
|
1.52K
$731
|
|
|
Jul 12, 2022
Q2 2022
|
Diversified Trust CO
|
SELL
|
- |
-1- 0.07% |
$389 - $548
|
1.43K
$687
|
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1- 0.88% |
$389 - $548
|
113
$54.2
|
|
|
Jul 28, 2022
Q2 2022
|
West End Advisors, LLC
|
SELL
|
- |
-1Closed |
$389 - $548
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-2- 25.0% |
$778 - $1.1K
|
6
$2.88
|
|
|
Jul 15, 2022
Q2 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-2- 0.24% |
$778 - $1.1K
|
823
$395
|
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-2- 25.0% |
$778 - $1.1K
|
6
$2.88
|
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-2- 8.0% |
$778 - $1.1K
|
23
$11
|
|
|
Jul 20, 2022
Q2 2022
|
Conning Inc.
|
SELL
|
- |
-2- 0.38% |
$778 - $1.1K
|
528
$253
|
|
|
Aug 15, 2022
Q2 2022
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-3- 0.06% |
$1.17K - $1.64K
|
5.32K
$2.55K
|
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-3- 18.75% |
$1.17K - $1.64K
|
13
$6.24
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-3- 60.0% |
$1.17K - $1.64K
|
2
$0.96
|
|
|
Aug 08, 2022
Q2 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-3- 0.17% |
$1.17K - $1.64K
|
1.73K
$830
|
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-3- 1.68% |
$1.17K - $1.64K
|
176
$84.5
|
|
|
Aug 09, 2022
Q2 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-4Closed |
$1.56K - $2.19K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-4Closed |
$1.56K - $2.19K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-4Closed |
$1.56K - $2.19K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Country Trust Bank
|
SELL
|
- |
-5Closed |
$1.95K - $2.74K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-5- 0.71% |
$1.95K - $2.74K
|
702
$337
|
|
|
Aug 12, 2022
Q2 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-5- 1.28% |
$1.95K - $2.74K
|
387
$186
|
|
|
Jul 27, 2022
Q2 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-5- 0.34% |
$1.95K - $2.74K
|
1.46K
$701
|
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-5- 20.0% |
$1.95K - $2.74K
|
20
$9.6
|
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-6Closed |
$2.33K - $3.29K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-6- 0.7% |
$2.33K - $3.29K
|
854
$410
|
|
|
Aug 12, 2022
Q2 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-9- 1.86% |
$3.5K - $4.93K
|
474
$228
|
|
|
Aug 10, 2022
Q2 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-9- 1.18% |
$3.5K - $4.93K
|
754
$362
|