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 15, 2021
Q3 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
50+ 6.63% |
$26.7K - $33.7K
|
804
$386
|
|
|
Oct 19, 2021
Q3 2021
|
Central Bank & Trust CO
|
BUY
|
- |
46+ 3.25% |
$24.6K - $31K
|
1.46K
$701
|
|
|
Nov 12, 2021
Q3 2021
|
Empirical Finance, LLC
|
BUY
|
- |
45+ 7.67% |
$24.1K - $30.3K
|
632
$303
|
|
|
Nov 15, 2021
Q3 2021
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
42+ 12.43% |
$22.5K - $28.3K
|
380
$182
|
|
|
Oct 28, 2021
Q3 2021
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
42+ 0.47% |
$22.5K - $28.3K
|
9.07K
$4.35K
|
|
|
Nov 15, 2021
Q3 2021
|
Credit Agricole S A
|
BUY
|
- |
40+ 0.36% |
$21.4K - $27K
|
11.2K
$5.37K
|
|
|
Oct 07, 2021
Q3 2021
|
West Oak Capital, LLC
|
BUY
|
- |
40+ 114.29% |
$21.4K - $27K
|
75
$36
|
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
40+ 2.67% |
$21.4K - $27K
|
1.54K
$739
|
|
|
Nov 15, 2021
Q3 2021
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
38+ 3.42% |
$20.3K - $25.6K
|
1.15K
$551
|
|
|
Oct 29, 2021
Q3 2021
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
38+ 7.9% |
$20.3K - $25.6K
|
519
$249
|
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
37+ 9.89% |
$19.8K - $25K
|
411
$197
|
|
|
Oct 14, 2021
Q3 2021
|
Canton Hathaway, LLC
|
BUY
|
- |
36New |
$19.3K - $24.3K
|
36
$17.3
|
|
|
Nov 12, 2021
Q3 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
35New |
$18.7K - $23.6K
|
35
$16.8
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of Marin
Novato, CA |
BUY
|
- |
35+ 3.99% |
$18.7K - $23.6K
|
912
$438
|
|
|
Nov 16, 2021
Q3 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
30+ 2.84% |
$16K - $20.2K
|
1.09K
$522
|
|
|
Nov 04, 2021
Q3 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
30+ 5.56% |
$16K - $20.2K
|
570
$274
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
30+ 16.85% |
$16K - $20.2K
|
208
$99.8
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
30+ 4.84% |
$16K - $20.2K
|
650
$312
|
|
|
Nov 12, 2021
Q3 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
26+ 5.71% |
$13.9K - $17.5K
|
481
$231
|
|
|
Oct 12, 2021
Q3 2021
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
25+ 14.53% |
$13.4K - $16.9K
|
197
$94.6
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
25+ 3.42% |
$13.4K - $16.9K
|
757
$363
|
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
25+ 0.79% |
$13.4K - $16.9K
|
3.17K
$1.52K
|
|
|
Oct 26, 2021
Q3 2021
|
Exane Derivatives
|
BUY
|
- |
24+ 8.57% |
$12.8K - $16.2K
|
304
$146
|
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
23New |
$12.3K - $15.5K
|
23
$11
|
|
|
Nov 05, 2021
Q3 2021
|
Corbett Road Capital Management, LLC
Mclean, VA |
BUY
|
- |
23+ 4.88% |
$12.3K - $15.5K
|
494
$237
|
|
|
Nov 05, 2021
Q3 2021
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
22+ 0.66% |
$11.8K - $14.8K
|
3.37K
$1.62K
|
|
|
Oct 05, 2021
Q3 2021
|
Ibm Retirement Fund
|
BUY
|
- |
21+ 1.37% |
$11.2K - $14.2K
|
1.55K
$744
|
|
|
Nov 02, 2021
Q3 2021
|
Asset Management One Co., Ltd.
|
BUY
|
- |
20+ 0.07% |
$10.7K - $13.5K
|
29K
$13.9K
|
|
|
Nov 09, 2021
Q3 2021
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
20New |
$10.7K - $13.5K
|
20
$9.6
|
|
|
Nov 15, 2021
Q3 2021
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
19+ 4.63% |
$10.2K - $12.8K
|
429
$206
|
|
|
Nov 15, 2021
Q3 2021
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
19+ 2.75% |
$10.2K - $12.8K
|
709
$340
|
|
|
Oct 21, 2021
Q3 2021
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
18+ 1.79% |
$9.63K - $12.1K
|
1.02K
$491
|
|
|
Nov 03, 2021
Q3 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
18+ 0.58% |
$9.63K - $12.1K
|
3.1K
$1.49K
|
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
15New |
$8.02K - $10.1K
|
15
$7.2
|
|
|
Oct 19, 2021
Q3 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
13+ 24.07% |
$6.95K - $8.77K
|
67
$32.2
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
12+ 42.86% |
$6.42K - $8.09K
|
40
$19.2
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
11+ 18.97% |
$5.88K - $7.42K
|
69
$33.1
|
|
|
Oct 22, 2021
Q3 2021
|
James Investment Research Inc
|
BUY
|
- |
11+ 0.07% |
$5.88K - $7.42K
|
15.6K
$7.49K
|
|
|
Nov 07, 2022
Q3 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
11New |
$5.88K - $7.42K
|
11
$5.28
|
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
10New |
$5.35K - $6.74K
|
10
$4.8
|
|
|
Nov 15, 2021
Q3 2021
|
Patten Group, Inc.
|
BUY
|
- |
10+ 1.79% |
$5.35K - $6.74K
|
570
$274
|
|
|
Oct 27, 2021
Q3 2021
|
Moseley Investment Management Inc
|
BUY
|
- |
10+ 0.79% |
$5.35K - $6.74K
|
1.28K
$616
|
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
BUY
|
- |
8+ 61.54% |
$4.28K - $5.4K
|
21
$10.1
|
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
8+ 0.11% |
$4.28K - $5.4K
|
7.54K
$3.62K
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
7+ 2.25% |
$3.74K - $4.72K
|
318
$153
|
|
|
Nov 09, 2021
Q3 2021
|
Sageworth Trust CO
|
BUY
|
- |
7New |
$3.74K - $4.72K
|
7
$3.36
|
|
|
Nov 12, 2021
Q3 2021
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
7+ 0.11% |
$3.74K - $4.72K
|
6.52K
$3.13K
|
|
|
Oct 12, 2021
Q3 2021
|
Shilanski & Associates, Inc.
|
BUY
|
- |
7+ 0.41% |
$3.74K - $4.72K
|
1.7K
$817
|
|
|
Nov 15, 2021
Q3 2021
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
6+ 1.63% |
$3.21K - $4.05K
|
373
$179
|
|
|
Nov 05, 2021
Q3 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
6New |
$3.21K - $4.05K
|
6
$2.88
|