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 10, 2021
Q3 2021
|
Valley National Advisers Inc
|
BUY
|
- |
6+ 20.69% |
$3.21K - $4.05K
|
35
$16.8
|
|
|
Nov 12, 2021
Q3 2021
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
6New |
$3.21K - $4.05K
|
6
$2.88
|
|
|
Nov 12, 2021
Q3 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
6+ 85.71% |
$3.21K - $4.05K
|
13
$6.24
|
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5New |
$2.67K - $3.37K
|
5
$2.4
|
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
BUY
|
- |
5New |
$2.67K - $3.37K
|
5
$2.4
|
|
|
Nov 12, 2021
Q3 2021
|
Savant Capital, LLC
|
BUY
|
- |
5+ 0.57% |
$2.67K - $3.37K
|
886
$425
|
|
|
Nov 12, 2021
Q3 2021
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
5New |
$2.67K - $3.37K
|
5
$2.4
|
|
|
Oct 26, 2021
Q3 2021
|
Country Trust Bank
|
BUY
|
- |
5New |
$2.67K - $3.37K
|
5
$2.4
|
|
|
Oct 22, 2021
Q3 2021
|
Gateway Investment Advisers LLC
|
BUY
|
- |
5+ 0.55% |
$2.67K - $3.37K
|
909
$436
|
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
4New |
$2.14K - $2.7K
|
4
$1.92
|
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
4+ 13.79% |
$2.14K - $2.7K
|
33
$15.8
|
|
|
Nov 15, 2021
Q3 2021
|
Cushing Asset Management, LP
Dallas, TX |
BUY
|
- |
4+ 0.19% |
$2.14K - $2.7K
|
2.06K
$988
|
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3+ 2.03% |
$1.6K - $2.02K
|
151
$72.5
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
3+ 8.11% |
$1.6K - $2.02K
|
40
$19.2
|
|
|
Oct 12, 2021
Q3 2021
|
Tarbox Family Office, Inc.
|
BUY
|
- |
3+ 25.0% |
$1.6K - $2.02K
|
15
$7.2
|
|
|
Nov 15, 2021
Q3 2021
|
Btc Capital Management, Inc.
|
BUY
|
- |
2+ 0.02% |
$1.07K - $1.35K
|
9.13K
$4.38K
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2+ 100.0% |
$1.07K - $1.35K
|
4
$1.92
|
|
|
Nov 08, 2021
Q3 2021
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
2New |
$1.07K - $1.35K
|
2
$0.96
|
|
|
Nov 12, 2021
Q3 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
2+ 28.57% |
$1.07K - $1.35K
|
9
$4.32
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
2New |
$1.07K - $1.35K
|
2
$0.96
|
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
BUY
|
- |
2+ 3.39% |
$1.07K - $1.35K
|
61
$29.3
|
|
|
Nov 12, 2021
Q3 2021
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
1+ 50.0% |
$535 - $674
|
3
$1.44
|
|
|
Oct 29, 2021
Q3 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
1+ 33.33% |
$535 - $674
|
4
$1.92
|
|
|
Nov 09, 2021
Q3 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1+ 0.13% |
$535 - $674
|
751
$360
|
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1New |
$535 - $674
|
1
$0.48
|
|
|
Oct 21, 2021
Q3 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1+ 3.57% |
$535 - $674
|
29
$13.9
|
|
|
Nov 22, 2024
Q3 2021
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
E&G Advisors, LP
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Old National Bancorp
|
SELL
|
- |
-1- 0.27% |
$535 - $674
|
363
$174
|
|
|
Oct 18, 2021
Q3 2021
|
Btr Capital Management Inc
|
SELL
|
- |
-1- 0.11% |
$535 - $674
|
909
$436
|
|
|
Nov 12, 2021
Q3 2021
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-1Closed |
$535 - $674
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-1- 0.08% |
$535 - $674
|
1.18K
$567
|
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1- 1.08% |
$535 - $674
|
92
$44.2
|
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-3- 0.33% |
$1.6K - $2.02K
|
900
$432
|
|
|
Oct 15, 2021
Q3 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-3- 0.33% |
$1.6K - $2.02K
|
900
$432
|
|
|
Oct 15, 2021
Q3 2021
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-3Closed |
$1.6K - $2.02K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-3- 0.58% |
$1.6K - $2.02K
|
510
$245
|
|
|
Nov 04, 2021
Q3 2021
|
Brighton Jones LLC
|
SELL
|
- |
-4- 0.1% |
$2.14K - $2.7K
|
3.98K
$1.91K
|
|
|
Nov 04, 2021
Q3 2021
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-5- 0.06% |
$2.67K - $3.37K
|
8.44K
$4.05K
|
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5- 1.14% |
$2.67K - $3.37K
|
435
$209
|
|
|
Nov 15, 2021
Q3 2021
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-6- 0.96% |
$3.21K - $4.05K
|
621
$298
|
|
|
Nov 04, 2021
Q3 2021
|
Hancock Whitney Corp
|
SELL
|
- |
-6- 0.32% |
$3.21K - $4.05K
|
1.85K
$888
|
|
|
Nov 10, 2021
Q3 2021
|
Lyell Wealth Management, LP
|
SELL
|
- |
-6- 0.39% |
$3.21K - $4.05K
|
1.53K
$736
|
|
|
Nov 12, 2021
Q3 2021
|
Evoke Wealth, LLC
|
SELL
|
- |
-7- 18.92% |
$3.74K - $4.72K
|
30
$14.4
|
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
SELL
|
- |
-7- 0.41% |
$3.74K - $4.72K
|
1.69K
$809
|
|
|
Nov 10, 2021
Q3 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-7- 1.95% |
$3.74K - $4.72K
|
352
$169
|
|
|
Oct 21, 2021
Q3 2021
|
Great Diamond Partners, LLC
|
SELL
|
- |
-7- 0.84% |
$3.74K - $4.72K
|
828
$397
|
|
|
Nov 12, 2021
Q3 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-9- 8.18% |
$4.81K - $6.07K
|
101
$48.5
|
|
|
Nov 10, 2021
Q3 2021
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-12- 1.33% |
$6.42K - $8.09K
|
888
$426
|
|
|
Nov 15, 2021
Q3 2021
|
Altshuler Shaham LTD
|
SELL
|
- |
-12Closed |
$6.42K - $8.09K
|
0
$0
|