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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2022
Q3 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
3+ 30.0% |
$63.1 - $1.31K
|
13
$6.24
|
|
|
Nov 14, 2022
Q3 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
2New |
$42.1 - $872
|
2
$0.96
|
|
|
Nov 09, 2022
Q3 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
2New |
$42.1 - $872
|
2
$0.96
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2+ 2.78% |
$42.1 - $872
|
74
$35.5
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
2New |
$42.1 - $872
|
2
$0.96
|
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
2New |
$42.1 - $872
|
2
$0.96
|
|
|
Oct 26, 2022
Q3 2022
|
Hancock Whitney Corp
|
BUY
|
- |
2+ 0.12% |
$42.1 - $872
|
1.73K
$831
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 100.0% |
$42.1 - $872
|
4
$1.92
|
|
|
Oct 24, 2022
Q3 2022
|
Great Diamond Partners, LLC
|
BUY
|
- |
1+ 0.13% |
$21 - $436
|
748
$359
|
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
BUY
|
- |
1+ 9.09% |
$21 - $436
|
12
$5.76
|
|
|
Nov 26, 2024
Q3 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1- 6.67% |
$21 - $436
|
14
$6.72
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
SELL
|
- |
-1- 1.47% |
$21 - $436
|
67
$32.2
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1- 1.32% |
$21 - $436
|
75
$36
|
|
|
Nov 07, 2022
Q3 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-1- 0.03% |
$21 - $436
|
2.99K
$1.43K
|
|
|
Feb 01, 2023
Q3 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-1- 0.03% |
$21 - $436
|
2.99K
$1.43K
|
|
|
Nov 09, 2022
Q3 2022
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-1- 0.12% |
$21 - $436
|
832
$399
|
|
|
Nov 01, 2022
Q3 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-2- 28.57% |
$42.1 - $872
|
5
$2.4
|
|
|
Nov 08, 2022
Q3 2022
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-2- 50.0% |
$42.1 - $872
|
2
$0.96
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 40.0% |
$42.1 - $872
|
3
$1.44
|
|
|
Oct 20, 2022
Q3 2022
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-3- 0.32% |
$63.1 - $1.31K
|
943
$453
|
|
|
Nov 14, 2022
Q3 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-3- 0.23% |
$63.1 - $1.31K
|
1.3K
$622
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3- 0.34% |
$63.1 - $1.31K
|
883
$424
|
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-4- 66.67% |
$84.2 - $1.74K
|
2
$0.96
|
|
|
Nov 14, 2022
Q3 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-4- 26.67% |
$84.2 - $1.74K
|
11
$5.28
|
|
|
Nov 02, 2022
Q3 2022
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-5- 0.22% |
$105 - $2.18K
|
2.25K
$1.08K
|
|
|
Nov 01, 2022
Q3 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-5- 0.34% |
$105 - $2.18K
|
1.46K
$698
|
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-5- 0.23% |
$105 - $2.18K
|
2.22K
$1.06K
|
|
|
Oct 24, 2022
Q3 2022
|
Platform Technology Partners
|
SELL
|
- |
-6- 0.99% |
$126 - $2.62K
|
600
$288
|
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
SELL
|
- |
-6- 0.68% |
$126 - $2.62K
|
876
$420
|
|
|
Nov 02, 2022
Q3 2022
|
Hartford Investment Management CO
|
SELL
|
- |
-6- 0.11% |
$126 - $2.62K
|
5.62K
$2.7K
|
|
|
Nov 18, 2022
Q3 2022
|
Seven One Seven Capital Management
Lancaster, PA |
SELL
|
- |
-6- 0.66% |
$126 - $2.62K
|
905
$434
|
|
|
Nov 08, 2022
Q3 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-7- 0.13% |
$147 - $3.05K
|
5.4K
$2.59K
|
|
|
Oct 24, 2022
Q3 2022
|
Lyell Wealth Management, LP
|
SELL
|
- |
-7- 0.46% |
$147 - $3.05K
|
1.52K
$727
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-7- 30.43% |
$147 - $3.05K
|
16
$7.68
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-8- 21.62% |
$168 - $3.49K
|
29
$13.9
|
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-10Closed |
$210 - $4.36K
|
0
$0
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-10- 0.94% |
$210 - $4.36K
|
1.05K
$504
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-10- 0.68% |
$210 - $4.36K
|
1.47K
$704
|
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-12- 37.5% |
$252 - $5.23K
|
20
$9.6
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-12- 16.67% |
$252 - $5.23K
|
60
$28.8
|
|
|
Nov 08, 2022
Q3 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-13- 37.14% |
$274 - $5.67K
|
22
$10.6
|
|
|
Nov 04, 2022
Q3 2022
|
Profund Advisors LLC
|
SELL
|
- |
-14- 1.27% |
$295 - $6.11K
|
1.09K
$524
|
|
|
Oct 11, 2022
Q3 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-15- 0.35% |
$316 - $6.54K
|
4.33K
$2.08K
|
|
|
Nov 10, 2022
Q3 2022
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-15- 0.16% |
$316 - $6.54K
|
9.31K
$4.47K
|
|
|
Oct 18, 2022
Q3 2022
|
Mathes Company, Inc.
|
SELL
|
- |
-15- 0.27% |
$316 - $6.54K
|
5.45K
$2.62K
|
|
|
Oct 20, 2022
Q3 2022
|
Stonnington Group, LLC
|
SELL
|
- |
-16- 0.64% |
$337 - $6.98K
|
2.5K
$1.2K
|
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
SELL
|
- |
-16- 7.24% |
$337 - $6.98K
|
205
$98.4
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-20- 46.51% |
$421 - $8.72K
|
23
$11
|