Purchases and Sales Made in Q3 2022 in Svb Financial Group (SIVB)
This table provides information about the institutional ownership of Svb Financial Group (SIVB) during Q3 2022. 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 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
55+ 107.84% |
$1.16K - $24K
|
106
$50.9
|
|
|
Nov 14, 2022
Q3 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
54+ 9.82% |
$1.14K - $23.6K
|
604
$290
|
|
|
Nov 02, 2022
Q3 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
52+ 1.2% |
$1.09K - $22.7K
|
4.39K
$2.11K
|
|
|
Oct 13, 2022
Q3 2022
|
Chesley Taft & Associates LLC
|
BUY
|
- |
49+ 1.85% |
$1.03K - $21.4K
|
2.69K
$1.29K
|
|
|
Nov 14, 2022
Q3 2022
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
49+ 0.2% |
$1.03K - $21.4K
|
24.6K
$11.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
48+ 7.7% |
$1.01K - $20.9K
|
671
$322
|
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
48+ 25.53% |
$1.01K - $20.9K
|
236
$113
|
|
|
Nov 14, 2022
Q3 2022
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
47+ 3.99% |
$989 - $20.5K
|
1.23K
$588
|
|
|
Nov 14, 2022
Q3 2022
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
41+ 0.35% |
$863 - $17.9K
|
11.7K
$5.61K
|
|
|
Nov 03, 2022
Q3 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
40+ 3.81% |
$842 - $17.4K
|
1.09K
$523
|
|
|
Nov 14, 2022
Q3 2022
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
39+ 0.0% |
$821 - $17K
|
925K
$444K
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
39+ 6.52% |
$821 - $17K
|
637
$306
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
36+ 0.78% |
$757 - $15.7K
|
4.63K
$2.22K
|
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
35+ 30.97% |
$736 - $15.3K
|
148
$71
|
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
BUY
|
- |
35+ 0.29% |
$736 - $15.3K
|
12.1K
$5.83K
|
|
|
Nov 03, 2022
Q3 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
33New |
$694 - $14.4K
|
33
$15.8
|
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
33+ 4.38% |
$694 - $14.4K
|
787
$378
|
|
|
Nov 14, 2022
Q3 2022
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
32+ 0.31% |
$673 - $14K
|
10.5K
$5.04K
|
|
|
Oct 18, 2022
Q3 2022
|
Security National Bank
|
BUY
|
- |
31+ 0.3% |
$652 - $13.5K
|
10.4K
$5.01K
|
|
|
Nov 21, 2022
Q3 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
26+ 1.82% |
$547 - $11.3K
|
1.45K
$697
|
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
25+ 2.97% |
$526 - $10.9K
|
866
$416
|
|
|
Nov 07, 2022
Q3 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
24+ 24.0% |
$505 - $10.5K
|
124
$59.5
|
|
|
Nov 10, 2022
Q3 2022
|
Silicon Valley Capital Partners
|
BUY
|
- |
22+ 2.67% |
$463 - $9.6K
|
845
$406
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
21+ 65.63% |
$442 - $9.16K
|
53
$25.4
|
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
BUY
|
- |
20+ 47.62% |
$421 - $8.72K
|
62
$29.8
|
|
|
Nov 14, 2022
Q3 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
18+ 1.32% |
$379 - $7.85K
|
1.39K
$665
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
17+ 17.0% |
$358 - $7.41K
|
117
$56.2
|
|
|
Oct 11, 2022
Q3 2022
|
Pflug Koory, LLC
|
BUY
|
- |
17New |
$358 - $7.41K
|
17
$8.16
|
|
|
Nov 14, 2022
Q3 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
16+ 0.67% |
$337 - $6.98K
|
2.41K
$1.15K
|
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
BUY
|
- |
16+ 18.6% |
$337 - $6.98K
|
102
$49
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
16+ 1600.0% |
$337 - $6.98K
|
17
$8.16
|
|
|
Oct 21, 2022
Q3 2022
|
Royal Harbor Partners, LLC
|
BUY
|
- |
15+ 0.64% |
$316 - $6.54K
|
2.38K
$1.14K
|
|
|
Oct 11, 2022
Q3 2022
|
Rise Advisors, LLC
|
BUY
|
- |
12+ 120.0% |
$252 - $5.23K
|
22
$10.6
|
|
|
Nov 01, 2022
Q3 2022
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
11+ 0.41% |
$231 - $4.8K
|
2.69K
$1.29K
|
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
10New |
$210 - $4.36K
|
10
$4.8
|
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
10+ 1.44% |
$210 - $4.36K
|
705
$338
|
|
|
Nov 14, 2022
Q3 2022
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
10New |
$210 - $4.36K
|
10
$4.8
|
|
|
Nov 07, 2022
Q3 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
10+ 0.33% |
$210 - $4.36K
|
3.05K
$1.46K
|
|
|
Nov 10, 2022
Q3 2022
|
Quent Capital, LLC
|
BUY
|
- |
9+ 5.56% |
$189 - $3.93K
|
171
$82.1
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
7+ 36.84% |
$147 - $3.05K
|
26
$12.5
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
7+ 23.33% |
$147 - $3.05K
|
37
$17.8
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
7+ 1.46% |
$147 - $3.05K
|
485
$233
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
7+ 0.28% |
$147 - $3.05K
|
2.51K
$1.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
6+ 2.18% |
$126 - $2.62K
|
281
$135
|
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
6+ 0.19% |
$126 - $2.62K
|
3.16K
$1.52K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
5+ 125.0% |
$105 - $2.18K
|
9
$4.32
|
|
|
Oct 24, 2022
Q3 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
4+ 10.53% |
$84.2 - $1.74K
|
42
$20.2
|
|
|
Nov 15, 2022
Q3 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
3+ 30.0% |
$63.1 - $1.31K
|
13
$6.24
|
|
|
Nov 09, 2022
Q3 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
3+ 75.0% |
$63.1 - $1.31K
|
7
$3.36
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
3New |
$63.1 - $1.31K
|
3
$1.44
|