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 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-9- 90.0% |
$3.5K - $4.93K
|
1
$0.48
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-9Closed |
$3.5K - $4.93K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-10Closed |
$3.89K - $5.48K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-10Closed |
$3.89K - $5.48K
|
0
$0
|
|
|
Nov 18, 2022
Q2 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-10- 0.33% |
$3.89K - $5.48K
|
3.04K
$1.46K
|
|
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-10- 1.45% |
$3.89K - $5.48K
|
678
$325
|
|
|
Aug 04, 2022
Q2 2022
|
Synergy Financial Group, LTD
|
SELL
|
- |
-10- 0.61% |
$3.89K - $5.48K
|
1.62K
$779
|
|
|
Jul 19, 2022
Q2 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-10- 0.45% |
$3.89K - $5.48K
|
2.23K
$1.07K
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-11- 0.35% |
$4.28K - $6.03K
|
3.15K
$1.51K
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-13- 0.69% |
$5.06K - $7.12K
|
1.87K
$898
|
|
|
Aug 09, 2022
Q2 2022
|
S&Co Inc
Boston, MA |
SELL
|
- |
-18- 1.95% |
$7K - $9.86K
|
904
$434
|
|
|
Aug 17, 2022
Q2 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-18- 0.62% |
$7K - $9.86K
|
2.89K
$1.38K
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-19Closed |
$7.39K - $10.4K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-19- 1.24% |
$7.39K - $10.4K
|
1.51K
$727
|
|
|
Aug 09, 2022
Q2 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-20- 57.14% |
$7.78K - $11K
|
15
$7.2
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-21- 17.21% |
$8.17K - $11.5K
|
101
$48.5
|
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-22- 5.64% |
$8.56K - $12.1K
|
368
$177
|
|
|
Nov 14, 2022
Q2 2022
|
Brown Advisory Inc
|
SELL
|
- |
-23- 3.45% |
$8.95K - $12.6K
|
644
$309
|
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
SELL
|
- |
-24- 9.88% |
$9.34K - $13.1K
|
219
$105
|
|
|
Jul 18, 2022
Q2 2022
|
Clean Yield Group
|
SELL
|
- |
-25Closed |
$9.73K - $13.7K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-25Closed |
$9.73K - $13.7K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-25- 3.47% |
$9.73K - $13.7K
|
695
$334
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-25Closed |
$9.73K - $13.7K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-28- 10.94% |
$10.9K - $15.3K
|
228
$109
|
|
|
Aug 12, 2022
Q2 2022
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-29- 2.3% |
$11.3K - $15.9K
|
1.23K
$590
|
|
|
Aug 22, 2022
Q2 2022
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-30- 0.36% |
$11.7K - $16.4K
|
8.35K
$4.01K
|
|
|
Aug 09, 2022
Q2 2022
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-30- 2.21% |
$11.7K - $16.4K
|
1.33K
$636
|
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-31Closed |
$12.1K - $17K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-31- 0.75% |
$12.1K - $17K
|
4.09K
$1.96K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-33- 97.06% |
$12.8K - $18.1K
|
1
$0.48
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-33- 89.19% |
$12.8K - $18.1K
|
4
$1.92
|
|
|
Aug 11, 2022
Q2 2022
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-35- 0.22% |
$13.6K - $19.2K
|
15.6K
$7.51K
|
|
|
Aug 01, 2022
Q2 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-36Closed |
$14K - $19.7K
|
0
$0
|
|
|
Jul 07, 2022
Q2 2022
|
Fulton Bank, N.A.
|
SELL
|
- |
-38- 2.25% |
$14.8K - $20.8K
|
1.65K
$792
|
|
|
Aug 12, 2022
Q2 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-38- 26.95% |
$14.8K - $20.8K
|
103
$49.4
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-40- 58.82% |
$15.6K - $21.9K
|
28
$13.4
|
|
|
Jul 11, 2022
Q2 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-40- 66.67% |
$15.6K - $21.9K
|
20
$9.6
|
|
|
Jul 11, 2022
Q2 2022
|
West Oak Capital, LLC
|
SELL
|
- |
-40- 53.33% |
$15.6K - $21.9K
|
35
$16.8
|
|
|
Jul 26, 2022
Q2 2022
|
Carroll Investors, Inc
|
SELL
|
- |
-40Closed |
$15.6K - $21.9K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Veriti Management LLC
|
SELL
|
- |
-42- 7.29% |
$16.3K - $23K
|
534
$256
|
|
|
Aug 11, 2022
Q2 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-42- 62.69% |
$16.3K - $23K
|
25
$12
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
SELL
|
- |
-43- 1.24% |
$16.7K - $23.6K
|
3.44K
$1.65K
|
|
|
Aug 10, 2022
Q2 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-44Closed |
$17.1K - $24.1K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-47Closed |
$18.3K - $25.7K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Loomis Sayles & CO L P
|
SELL
|
- |
-47- 30.13% |
$18.3K - $25.7K
|
109
$52.3
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-49- 1.09% |
$19.1K - $26.8K
|
4.45K
$2.13K
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-50- 7.49% |
$19.5K - $27.4K
|
618
$297
|
|
|
Aug 11, 2022
Q2 2022
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-54- 0.49% |
$21K - $29.6K
|
11.1K
$5.32K
|
|
|
Aug 09, 2022
Q2 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-55- 2.79% |
$21.4K - $30.1K
|
1.92K
$919
|
|
|
Aug 02, 2022
Q2 2022
|
Comerica Bank
|
SELL
|
- |
-56- 0.46% |
$21.8K - $30.7K
|
12.1K
$5.81K
|