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 |
---|---|---|---|---|---|---|---|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-110- 23.26% |
$58.8K - $74.2K
|
363
$174
|
|
Nov 15, 2021
Q3 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-111- 0.53% |
$59.4K - $74.9K
|
20.7K
$9.92K
|
|
Nov 12, 2021
Q3 2021
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-111- 0.99% |
$59.4K - $74.9K
|
11.1K
$5.32K
|
|
Nov 15, 2021
Q3 2021
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-118- 9.8% |
$63.1K - $79.6K
|
1.09K
$521
|
|
Nov 15, 2021
Q3 2021
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-122- 6.31% |
$65.3K - $82.3K
|
1.81K
$869
|
|
Nov 15, 2021
Q3 2021
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-125- 9.74% |
$66.9K - $84.3K
|
1.16K
$556
|
|
Nov 12, 2021
Q3 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-132- 4.65% |
$70.6K - $89K
|
2.71K
$1.3K
|
|
Nov 08, 2021
Q3 2021
|
Cim, LLC
|
SELL
|
- |
-137- 0.41% |
$73.3K - $92.4K
|
33.1K
$15.9K
|
|
Nov 16, 2021
Q3 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-141- 5.01% |
$75.4K - $95.1K
|
2.67K
$1.28K
|
|
Oct 25, 2021
Q3 2021
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-141- 4.03% |
$75.4K - $95.1K
|
3.36K
$1.61K
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-145- 81.92% |
$77.6K - $97.8K
|
32
$15.4
|
|
Nov 08, 2021
Q3 2021
|
Arjuna Capital
|
SELL
|
- |
-165- 13.88% |
$88.3K - $111K
|
1.02K
$492
|
|
Nov 15, 2021
Q3 2021
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-167- 23.0% |
$89.3K - $113K
|
559
$268
|
|
Aug 30, 2024
Q3 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-168- 6.66% |
$89.9K - $113K
|
2.35K
$1.13K
|
|
Nov 15, 2021
Q3 2021
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-174- 17.19% |
$93.1K - $117K
|
838
$402
|
|
Nov 15, 2021
Q3 2021
|
Capital International LTD
Los Angeles, CA |
SELL
|
- |
-178- 1.22% |
$95.2K - $120K
|
14.4K
$6.91K
|
|
Nov 15, 2021
Q3 2021
|
Moore Capital Management, LP
New York, NY |
SELL
|
- |
-179- 0.85% |
$95.8K - $121K
|
20.8K
$9.98K
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-185- 1.12% |
$99K - $125K
|
16.3K
$7.83K
|
|
Oct 28, 2021
Q3 2021
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-200- 25.0% |
$107K - $135K
|
600
$288
|
|
Nov 15, 2021
Q3 2021
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-202- 3.55% |
$108K - $136K
|
5.49K
$2.64K
|
|
Nov 01, 2021
Q3 2021
|
Independent Advisor Alliance
|
SELL
|
- |
-208- 11.11% |
$111K - $140K
|
1.66K
$799
|
|
Nov 12, 2021
Q3 2021
|
Castleark Management LLC
Chicago, IL |
SELL
|
- |
-210- 21.65% |
$112K - $142K
|
760
$365
|
|
Oct 28, 2021
Q3 2021
|
Harrington Investments, Inc
|
SELL
|
- |
-214- 1.54% |
$114K - $144K
|
13.7K
$6.57K
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
SELL
|
- |
-218- 26.14% |
$117K - $147K
|
616
$296
|
|
Nov 10, 2021
Q3 2021
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-228- 2.31% |
$122K - $154K
|
9.63K
$4.62K
|
|
Nov 01, 2021
Q3 2021
|
Hartford Investment Management CO
|
SELL
|
- |
-234- 4.09% |
$125K - $158K
|
5.49K
$2.63K
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-241- 3.91% |
$129K - $163K
|
5.92K
$2.84K
|
|
Nov 15, 2021
Q3 2021
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-246- 17.6% |
$132K - $166K
|
1.15K
$553
|
|
Nov 15, 2021
Q3 2021
|
Alpha Paradigm Partners, LLC
Chicago, IL |
SELL
|
- |
-247- 16.09% |
$132K - $167K
|
1.29K
$618
|
|
Nov 10, 2021
Q3 2021
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-248- 22.65% |
$133K - $167K
|
847
$407
|
|
Nov 04, 2021
Q3 2021
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-260Closed |
$139K - $175K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Appleton Partners Inc
|
SELL
|
- |
-262- 1.32% |
$140K - $177K
|
19.7K
$9.43K
|
|
Nov 09, 2021
Q3 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-262- 33.94% |
$140K - $177K
|
510
$245
|
|
Nov 09, 2021
Q3 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-263- 14.29% |
$141K - $177K
|
1.58K
$757
|
|
Oct 19, 2021
Q3 2021
|
Curi Wealth Management, LLC
|
SELL
|
- |
-272- 34.34% |
$146K - $183K
|
520
$250
|
|
Oct 26, 2021
Q3 2021
|
Dorsey Wright & Associates
|
SELL
|
- |
-281- 1.82% |
$150K - $190K
|
15.2K
$7.28K
|
|
Nov 16, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-284- 26.74% |
$152K - $192K
|
778
$373
|
|
Nov 12, 2021
Q3 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-296- 38.14% |
$158K - $200K
|
480
$230
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-324- 12.8% |
$173K - $219K
|
2.21K
$1.06K
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-333- 5.74% |
$178K - $225K
|
5.47K
$2.62K
|
|
Oct 29, 2021
Q3 2021
|
Mathes Company, Inc.
|
SELL
|
- |
-335- 4.72% |
$179K - $226K
|
6.76K
$3.25K
|
|
Nov 12, 2021
Q3 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-400Closed |
$214K - $270K
|
0
$0
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-411- 2.78% |
$220K - $277K
|
14.4K
$6.9K
|
|
Oct 14, 2021
Q3 2021
|
Xr Securities LLC
|
SELL
|
- |
-413Closed |
$221K - $279K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-424Closed |
$227K - $286K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Magnetar Financial LLC
Evanston, IL |
SELL
|
- |
-425Closed |
$227K - $287K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-433- 2.62% |
$232K - $292K
|
16.1K
$7.72K
|
|
Nov 10, 2021
Q3 2021
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-435- 5.25% |
$233K - $293K
|
7.86K
$3.77K
|
|
Nov 12, 2021
Q3 2021
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-452- 58.02% |
$242K - $305K
|
327
$157
|
|
Nov 04, 2021
Q3 2021
|
Harry Burn
Sound Shore Management Inc
|
SELL
|
- |
-467- 0.37% |
$250K - $315K
|
126K
$60.5K
|