Purchases and Sales Made in Q4 2021 in Svb Financial Group (SIVB)
This table provides information about the institutional ownership of Svb Financial Group (SIVB) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
3New |
$1.91K - $2.27K
|
3
$1.44
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3New |
$1.91K - $2.27K
|
3
$1.44
|
|
|
Feb 11, 2022
Q4 2021
|
Core Alternative Capital
|
BUY
|
- |
3New |
$1.91K - $2.27K
|
3
$1.44
|
|
|
Feb 10, 2022
Q4 2021
|
Summit Creek Advisors LLC
Minneapolis, MN |
BUY
|
- |
3+ 0.18% |
$1.91K - $2.27K
|
1.67K
$804
|
|
|
Feb 04, 2022
Q4 2021
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
3+ 0.13% |
$1.91K - $2.27K
|
2.26K
$1.08K
|
|
|
Feb 09, 2022
Q4 2021
|
Archer Investment Corp
|
BUY
|
- |
2New |
$1.28K - $1.51K
|
2
$0.96
|
|
|
Feb 10, 2022
Q4 2021
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
2New |
$1.28K - $1.51K
|
2
$0.96
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2+ 8.7% |
$1.28K - $1.51K
|
25
$12
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 200.0% |
$1.28K - $1.51K
|
3
$1.44
|
|
|
Jan 20, 2022
Q4 2021
|
Patten Group, Inc.
|
BUY
|
- |
2+ 0.35% |
$1.28K - $1.51K
|
572
$275
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
2New |
$1.28K - $1.51K
|
2
$0.96
|
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
BUY
|
- |
2+ 5.71% |
$1.28K - $1.51K
|
37
$17.8
|
|
|
Jan 25, 2022
Q4 2021
|
Moseley Investment Management Inc
|
BUY
|
- |
1+ 0.08% |
$638 - $755
|
1.28K
$616
|
|
|
Feb 11, 2022
Q4 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1+ 4.76% |
$638 - $755
|
22
$10.6
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
1New |
$638 - $755
|
1
$0.48
|
|
|
Feb 14, 2022
Q4 2021
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
1+ 50.0% |
$638 - $755
|
3
$1.44
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1New |
$638 - $755
|
1
$0.48
|
|
|
Jan 21, 2022
Q4 2021
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
1New |
$638 - $755
|
1
$0.48
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
1New |
$638 - $755
|
1
$0.48
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1+ 33.33% |
$638 - $755
|
4
$1.92
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1- 0.03% |
$638 - $755
|
3.17K
$1.52K
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1- 0.53% |
$638 - $755
|
188
$90.2
|
|
|
Jan 18, 2022
Q4 2021
|
Monument Capital Management
|
SELL
|
- |
-1- 0.2% |
$638 - $755
|
489
$235
|
|
|
Jan 06, 2022
Q4 2021
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-1- 6.67% |
$638 - $755
|
14
$6.72
|
|
|
Feb 15, 2022
Q4 2021
|
Stephens Investment Management Group LLC
|
SELL
|
- |
-2- -0.0% |
$1.28K - $1.51K
|
127K
$61.1K
|
|
|
Feb 10, 2022
Q4 2021
|
Dakota Wealth Management
|
SELL
|
- |
-3- 0.39% |
$1.91K - $2.27K
|
764
$367
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3- 7.5% |
$1.91K - $2.27K
|
37
$17.8
|
|
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
SELL
|
- |
-3- 10.0% |
$1.91K - $2.27K
|
27
$13
|
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
SELL
|
- |
-3- 33.33% |
$1.91K - $2.27K
|
6
$2.88
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-4Closed |
$2.55K - $3.02K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Eidelman Virant Capital
|
SELL
|
- |
-5- 0.42% |
$3.19K - $3.78K
|
1.18K
$564
|
|
|
Feb 03, 2022
Q4 2021
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-5- 1.49% |
$3.19K - $3.78K
|
330
$158
|
|
|
Feb 14, 2022
Q4 2021
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-5Closed |
$3.19K - $3.78K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-6Closed |
$3.83K - $4.53K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-6- 6.32% |
$3.83K - $4.53K
|
89
$42.7
|
|
|
Feb 10, 2022
Q4 2021
|
Sageworth Trust CO
|
SELL
|
- |
-6- 85.71% |
$3.83K - $4.53K
|
1
$0.48
|
|
|
Feb 02, 2022
Q4 2021
|
Btr Capital Management Inc
|
SELL
|
- |
-7- 0.77% |
$4.46K - $5.29K
|
902
$433
|
|
|
Jan 19, 2022
Q4 2021
|
Veriti Management LLC
|
SELL
|
- |
-8- 1.34% |
$5.1K - $6.04K
|
589
$283
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-10- 1.63% |
$6.38K - $7.55K
|
605
$290
|
|
|
Feb 11, 2022
Q4 2021
|
Independent Advisor Alliance
|
SELL
|
- |
-10- 0.6% |
$6.38K - $7.55K
|
1.65K
$794
|
|
|
Feb 14, 2022
Q4 2021
|
Resolute Advisors LLC
|
SELL
|
- |
-14Closed |
$8.93K - $10.6K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-14- 0.75% |
$8.93K - $10.6K
|
1.86K
$893
|
|
|
Jan 25, 2022
Q4 2021
|
Gofen & Glossberg LLC
|
SELL
|
- |
-15- 0.04% |
$9.56K - $11.3K
|
36.1K
$17.3K
|
|
|
Feb 14, 2024
Q4 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-15- 1.67% |
$9.56K - $11.3K
|
885
$425
|
|
|
Feb 14, 2022
Q4 2021
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-15- 0.19% |
$9.56K - $11.3K
|
7.84K
$3.76K
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-15- 1.67% |
$9.56K - $11.3K
|
885
$425
|
|
|
Feb 11, 2022
Q4 2021
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-16- 0.16% |
$10.2K - $12.1K
|
10.3K
$4.95K
|
|
|
Feb 02, 2022
Q4 2021
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-16- 1.35% |
$10.2K - $12.1K
|
1.17K
$560
|
|
|
Feb 08, 2022
Q4 2021
|
Lyell Wealth Management, LP
|
SELL
|
- |
-16- 1.04% |
$10.2K - $12.1K
|
1.52K
$729
|
|
|
Feb 14, 2022
Q4 2021
|
Loomis Sayles & CO L P
|
SELL
|
- |
-17- 6.56% |
$10.8K - $12.8K
|
242
$116
|