Purchases and Sales Made in Q3 2021 in Svb Financial Group (SIVB)
This table provides information about the institutional ownership of Svb Financial Group (SIVB) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2021
Q3 2021
|
F Dx Advisors, Inc.
|
SELL
|
- |
-13- 1.15% |
$6.95K - $8.77K
|
1.12K
$535
|
|
|
Oct 15, 2021
Q3 2021
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-16- 0.57% |
$8.56K - $10.8K
|
2.81K
$1.35K
|
|
|
Nov 02, 2021
Q3 2021
|
Sierra Capital LLC
|
SELL
|
- |
-18- 2.35% |
$9.63K - $12.1K
|
748
$359
|
|
|
Nov 12, 2021
Q3 2021
|
Scotia Capital Inc.
|
SELL
|
- |
-19- 1.3% |
$10.2K - $12.8K
|
1.44K
$693
|
|
|
Oct 28, 2021
Q3 2021
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-20- 0.01% |
$10.7K - $13.5K
|
137K
$65.6K
|
|
|
Nov 15, 2021
Q3 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-20- 4.58% |
$10.7K - $13.5K
|
417
$200
|
|
|
Nov 09, 2021
Q3 2021
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-21- 0.8% |
$11.2K - $14.2K
|
2.59K
$1.25K
|
|
|
Oct 18, 2021
Q3 2021
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-24- 0.74% |
$12.8K - $16.2K
|
3.23K
$1.55K
|
|
|
Dec 14, 2021
Q3 2021
|
Strategy Asset Managers LLC
|
SELL
|
- |
-24- 3.06% |
$12.8K - $16.2K
|
760
$365
|
|
|
Oct 18, 2021
Q3 2021
|
Tran Capital Management, L.P.
|
SELL
|
- |
-25- 0.08% |
$13.4K - $16.9K
|
30.1K
$14.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-25- 0.94% |
$13.4K - $16.9K
|
2.63K
$1.26K
|
|
|
Oct 12, 2021
Q3 2021
|
Cva Family Office, LLC
|
SELL
|
- |
-25Closed |
$13.4K - $16.9K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-26- 4.35% |
$13.9K - $17.5K
|
572
$275
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-26- 31.33% |
$13.9K - $17.5K
|
57
$27.4
|
|
|
Nov 16, 2021
Q3 2021
|
Advisor Resource Council
|
SELL
|
- |
-28- 6.02% |
$15K - $18.9K
|
437
$210
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-29- 90.63% |
$15.5K - $19.6K
|
3
$1.44
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
SELL
|
- |
-32- 0.11% |
$17.1K - $21.6K
|
28K
$13.5K
|
|
|
Oct 29, 2021
Q3 2021
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-33Closed |
$17.7K - $22.3K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-33- 2.14% |
$17.7K - $22.3K
|
1.51K
$723
|
|
|
Nov 15, 2021
Q3 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-36- 2.84% |
$19.3K - $24.3K
|
1.23K
$591
|
|
|
Nov 05, 2021
Q3 2021
|
Conning Inc.
|
SELL
|
- |
-38- 6.33% |
$20.3K - $25.6K
|
562
$270
|
|
|
Nov 16, 2021
Q3 2021
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-39- 1.48% |
$20.9K - $26.3K
|
2.6K
$1.25K
|
|
|
Nov 05, 2021
Q3 2021
|
Lindbrook Capital, LLC
|
SELL
|
- |
-40- 17.47% |
$21.4K - $27K
|
189
$90.7
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-40- 1.36% |
$21.4K - $27K
|
2.9K
$1.39K
|
|
|
Nov 09, 2021
Q3 2021
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-45- 4.7% |
$24.1K - $30.3K
|
912
$438
|
|
|
Nov 15, 2021
Q3 2021
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-47- 5.4% |
$25.1K - $31.7K
|
824
$396
|
|
|
Oct 26, 2021
Q3 2021
|
Patton Fund Management, Inc.
|
SELL
|
- |
-47- 1.49% |
$25.1K - $31.7K
|
3.12K
$1.5K
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-48- 12.44% |
$25.7K - $32.4K
|
338
$162
|
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-48- 4.57% |
$25.7K - $32.4K
|
1K
$481
|
|
|
Nov 10, 2021
Q3 2021
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-50Closed |
$26.7K - $33.7K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-51- 9.55% |
$27.3K - $34.4K
|
483
$232
|
|
|
Nov 16, 2021
Q3 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-54Closed |
$28.9K - $36.4K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Empowered Funds, LLC
|
SELL
|
- |
-55- 1.78% |
$29.4K - $37.1K
|
3.04K
$1.46K
|
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-55- 63.22% |
$29.4K - $37.1K
|
32
$15.4
|
|
|
Nov 10, 2021
Q3 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-57- 8.14% |
$30.5K - $38.4K
|
643
$309
|
|
|
Nov 02, 2021
Q3 2021
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
SELL
|
- |
-57- 3.1% |
$30.5K - $38.4K
|
1.78K
$854
|
|
|
Nov 12, 2021
Q3 2021
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-65- 0.4% |
$34.8K - $43.8K
|
16.3K
$7.82K
|
|
|
Nov 03, 2021
Q3 2021
|
Sentry Investment Management LLC
|
SELL
|
- |
-68- 12.71% |
$36.4K - $45.9K
|
467
$224
|
|
|
Nov 12, 2021
Q3 2021
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-73- 4.54% |
$39.1K - $49.2K
|
1.54K
$737
|
|
|
Nov 15, 2021
Q3 2021
|
Capital Research Global Investors
Los Angeles, CA |
SELL
|
- |
-73- 0.01% |
$39.1K - $49.2K
|
567K
$272K
|
|
|
Nov 12, 2021
Q3 2021
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-74- 6.2% |
$39.6K - $49.9K
|
1.12K
$537
|
|
|
Nov 12, 2021
Q3 2021
|
Seeyond
Paris, I0 |
SELL
|
- |
-74- 7.31% |
$39.6K - $49.9K
|
939
$451
|
|
|
Nov 15, 2021
Q3 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-79- 13.79% |
$42.3K - $53.3K
|
494
$237
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
SELL
|
- |
-84- 3.47% |
$44.9K - $56.7K
|
2.34K
$1.12K
|
|
|
Nov 16, 2021
Q3 2021
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-89- 0.86% |
$47.6K - $60K
|
10.2K
$4.91K
|
|
|
Oct 13, 2021
Q3 2021
|
Veracity Capital LLC
|
SELL
|
- |
-92- 7.06% |
$49.2K - $62K
|
1.21K
$581
|
|
|
Oct 13, 2021
Q3 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-94- 49.74% |
$50.3K - $63.4K
|
95
$45.6
|
|
|
Nov 15, 2021
Q3 2021
|
Polar Capital Holdings PLC
London, X0 |
SELL
|
- |
-94- 0.55% |
$50.3K - $63.4K
|
16.9K
$8.11K
|
|
|
Nov 04, 2021
Q3 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-98- 1.78% |
$52.4K - $66.1K
|
5.4K
$2.59K
|
|
|
Nov 01, 2021
Q3 2021
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
SELL
|
- |
-100- 5.17% |
$53.5K - $67.4K
|
1.84K
$881
|