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 09, 2021
Q3 2021
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
145+ 0.69% |
$77.6K - $97.8K
|
21.2K
$10.2K
|
|
|
Nov 15, 2021
Q3 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
142+ 39.44% |
$76K - $95.8K
|
502
$241
|
|
|
Oct 15, 2021
Q3 2021
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
132+ 4.12% |
$70.6K - $89K
|
3.34K
$1.6K
|
|
|
Nov 15, 2021
Q3 2021
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
126+ 10.29% |
$67.4K - $85K
|
1.35K
$648
|
|
|
Oct 28, 2021
Q3 2021
|
Marshall Financial Group LLC
|
BUY
|
- |
119+ 9.54% |
$63.7K - $80.3K
|
1.37K
$656
|
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
118New |
$63.1K - $79.6K
|
118
$56.6
|
|
|
Nov 08, 2021
Q3 2021
|
Keybank National Association
|
BUY
|
- |
117+ 5.51% |
$62.6K - $78.9K
|
2.24K
$1.08K
|
|
|
Oct 05, 2021
Q3 2021
|
Hanseatic Management Services Inc
|
BUY
|
- |
115+ 9.27% |
$61.5K - $77.6K
|
1.36K
$651
|
|
|
Nov 12, 2021
Q3 2021
|
Loomis Sayles & CO L P
|
BUY
|
- |
115+ 79.86% |
$61.5K - $77.6K
|
259
$124
|
|
|
Oct 12, 2021
Q3 2021
|
Stonnington Group, LLC
|
BUY
|
- |
114+ 4.47% |
$61K - $76.9K
|
2.67K
$1.28K
|
|
|
Nov 09, 2021
Q3 2021
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
111+ 2.56% |
$59.4K - $74.9K
|
4.45K
$2.14K
|
|
|
Nov 10, 2021
Q3 2021
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
110+ 0.12% |
$58.8K - $74.2K
|
93.8K
$45K
|
|
|
Nov 15, 2021
Q3 2021
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
110+ 6.23% |
$58.8K - $74.2K
|
1.88K
$900
|
|
|
Nov 15, 2021
Q3 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
110+ 9.76% |
$58.8K - $74.2K
|
1.24K
$594
|
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
107New |
$57.2K - $72.2K
|
107
$51.4
|
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
106+ 8.93% |
$56.7K - $71.5K
|
1.29K
$621
|
|
|
Oct 22, 2021
Q3 2021
|
Monument Capital Management
|
BUY
|
- |
105+ 27.27% |
$56.2K - $70.8K
|
490
$235
|
|
|
Nov 12, 2021
Q3 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
103+ 20.68% |
$55.1K - $69.5K
|
601
$288
|
|
|
Nov 10, 2021
Q3 2021
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
100+ 10.91% |
$53.5K - $67.4K
|
1.02K
$488
|
|
|
Nov 12, 2021
Q3 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
100+ 24.27% |
$53.5K - $67.4K
|
512
$246
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
100+ 16.13% |
$53.5K - $67.4K
|
720
$346
|
|
|
Nov 15, 2021
Q3 2021
|
Pinz Capital Management, LP
New York, NY |
BUY
|
- |
100New |
$53.5K - $67.4K
|
100
$48
|
|
|
Oct 20, 2021
Q3 2021
|
Rmb Capital Management, LLC
|
BUY
|
- |
100+ 0.14% |
$53.5K - $67.4K
|
74.2K
$35.6K
|
|
|
Nov 15, 2021
Q3 2021
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
96+ 7.87% |
$51.4K - $64.7K
|
1.32K
$632
|
|
|
Oct 18, 2021
Q3 2021
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
95+ 17.27% |
$50.8K - $64.1K
|
645
$310
|
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
88+ 22.98% |
$47.1K - $59.3K
|
471
$226
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
88+ 2.29% |
$47.1K - $59.3K
|
3.94K
$1.89K
|
|
|
Nov 12, 2021
Q3 2021
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
86+ 16.26% |
$46K - $58K
|
615
$295
|
|
|
Oct 14, 2021
Q3 2021
|
Berkshire Bank
|
BUY
|
- |
86+ 11.53% |
$46K - $58K
|
832
$399
|
|
|
Nov 15, 2021
Q3 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
84+ 13.17% |
$44.9K - $56.7K
|
722
$347
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
80New |
$42.8K - $54K
|
80
$38.4
|
|
|
Nov 08, 2021
Q3 2021
|
Argent Capital Management LLC
|
BUY
|
- |
80+ 1.54% |
$42.8K - $54K
|
5.26K
$2.53K
|
|
|
Nov 15, 2021
Q3 2021
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
80+ 11.7% |
$42.8K - $54K
|
764
$367
|
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
79+ 987.5% |
$42.3K - $53.3K
|
87
$41.8
|
|
|
Oct 14, 2021
Q3 2021
|
Field & Main Bank
|
BUY
|
- |
75+ 300.0% |
$40.1K - $50.6K
|
100
$48
|
|
|
Nov 15, 2021
Q3 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
75+ 18.25% |
$40.1K - $50.6K
|
486
$233
|
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
BUY
|
- |
74+ 8.5% |
$39.6K - $49.9K
|
945
$454
|
|
|
Nov 17, 2021
Q3 2021
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
74+ 5.23% |
$39.6K - $49.9K
|
1.49K
$714
|
|
|
Nov 10, 2021
Q3 2021
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
72+ 3.36% |
$38.5K - $48.6K
|
2.22K
$1.06K
|
|
|
Nov 12, 2021
Q3 2021
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
70+ 13.31% |
$37.4K - $47.2K
|
596
$286
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
68+ 8.72% |
$36.4K - $45.9K
|
848
$407
|
|
|
Nov 12, 2021
Q3 2021
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
67+ 3.77% |
$35.8K - $45.2K
|
1.84K
$885
|
|
|
Nov 10, 2021
Q3 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
64+ 25.7% |
$34.2K - $43.2K
|
313
$150
|
|
|
Nov 19, 2021
Q3 2021
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
63+ 2.27% |
$33.7K - $42.5K
|
2.84K
$1.36K
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
59+ 1.4% |
$31.6K - $39.8K
|
4.28K
$2.06K
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
59+ 24.48% |
$31.6K - $39.8K
|
300
$144
|
|
|
Nov 15, 2021
Q3 2021
|
Bailard, Inc.
|
BUY
|
- |
58+ 4.83% |
$31K - $39.1K
|
1.26K
$604
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
56+ 2.73% |
$30K - $37.8K
|
2.11K
$1.01K
|
|
|
Nov 04, 2021
Q3 2021
|
Versor Investments LP
|
BUY
|
- |
54+ 2.57% |
$28.9K - $36.4K
|
2.15K
$1.03K
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
53+ 75.71% |
$28.4K - $35.7K
|
123
$59
|