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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
SELL
|
- |
-19- 2.54% |
$12.1K - $14.3K
|
729
$350
|
|
|
Jan 27, 2022
Q4 2021
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-20- 12.74% |
$12.8K - $15.1K
|
137
$65.8
|
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-20- 25.0% |
$12.8K - $15.1K
|
60
$28.8
|
|
|
Feb 10, 2022
Q4 2021
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-20Closed |
$12.8K - $15.1K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-22- 36.67% |
$14K - $16.6K
|
38
$18.2
|
|
|
Jan 27, 2022
Q4 2021
|
Marshall Financial Group LLC
|
SELL
|
- |
-22- 1.61% |
$14K - $16.6K
|
1.35K
$646
|
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-23- 2.36% |
$14.7K - $17.4K
|
953
$457
|
|
|
Jan 12, 2022
Q4 2021
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-24- 12.18% |
$15.3K - $18.1K
|
173
$83
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-25- 0.94% |
$15.9K - $18.9K
|
2.64K
$1.27K
|
|
|
Jan 14, 2022
Q4 2021
|
Baldwin Brothers LLC
|
SELL
|
- |
-25- 5.1% |
$15.9K - $18.9K
|
465
$223
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-27- 7.44% |
$17.2K - $20.4K
|
336
$161
|
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-27Closed |
$17.2K - $20.4K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-28- 15.47% |
$17.9K - $21.1K
|
153
$73.4
|
|
|
Feb 07, 2022
Q4 2021
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-29- 2.36% |
$18.5K - $21.9K
|
1.2K
$575
|
|
|
Feb 10, 2022
Q4 2021
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-29- 3.27% |
$18.5K - $21.9K
|
859
$412
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-29- 0.09% |
$18.5K - $21.9K
|
32.6K
$15.7K
|
|
|
Feb 01, 2022
Q4 2021
|
F Dx Advisors, Inc.
|
SELL
|
- |
-29- 2.6% |
$18.5K - $21.9K
|
1.09K
$521
|
|
|
Jan 31, 2022
Q4 2021
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-30- 8.31% |
$19.1K - $22.7K
|
331
$159
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-32- 8.89% |
$20.4K - $24.2K
|
328
$157
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-33Closed |
$21K - $24.9K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-33- 1.67% |
$21K - $24.9K
|
1.94K
$933
|
|
|
Feb 14, 2022
Q4 2021
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-35- 4.85% |
$22.3K - $26.4K
|
687
$330
|
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-35- 4.35% |
$22.3K - $26.4K
|
769
$369
|
|
|
Feb 08, 2022
Q4 2021
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-36- 26.47% |
$23K - $27.2K
|
100
$48
|
|
|
Feb 03, 2022
Q4 2021
|
Nbw Capital LLC
|
SELL
|
- |
-40- 0.41% |
$25.5K - $30.2K
|
9.74K
$4.67K
|
|
|
May 11, 2023
Q4 2021
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-40- 78.43% |
$25.5K - $30.2K
|
11
$5.28
|
|
|
Jan 27, 2022
Q4 2021
|
Conning Inc.
|
SELL
|
- |
-41- 7.3% |
$26.1K - $31K
|
521
$250
|
|
|
Feb 07, 2022
Q4 2021
|
Northeast Investment Management
|
SELL
|
- |
-41- 0.43% |
$26.1K - $31K
|
9.51K
$4.57K
|
|
|
Feb 14, 2022
Q4 2021
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-43- 0.17% |
$27.4K - $32.5K
|
24.7K
$11.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-44Closed |
$28.1K - $33.2K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-45- 1.04% |
$28.7K - $34K
|
4.3K
$2.06K
|
|
|
Feb 28, 2022
Q4 2021
|
Camden Capital, LLC
|
SELL
|
- |
-48- 11.4% |
$30.6K - $36.2K
|
373
$179
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-50- 5.28% |
$31.9K - $37.8K
|
897
$431
|
|
|
Jan 25, 2022
Q4 2021
|
Hancock Whitney Corp
|
SELL
|
- |
-50- 2.7% |
$31.9K - $37.8K
|
1.8K
$864
|
|
|
Jan 18, 2022
Q4 2021
|
Enterprise Trust & Investment CO
|
SELL
|
- |
-50- 1.17% |
$31.9K - $37.8K
|
4.21K
$2.02K
|
|
|
Feb 14, 2022
Q4 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-50- 11.99% |
$31.9K - $37.8K
|
367
$176
|
|
|
Jan 14, 2022
Q4 2021
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-52- 5.72% |
$33.2K - $39.3K
|
857
$411
|
|
|
Feb 11, 2022
Q4 2021
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-55- 1.49% |
$35.1K - $41.5K
|
3.63K
$1.74K
|
|
|
Feb 14, 2022
Q4 2021
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-60- 5.55% |
$38.3K - $45.3K
|
1.02K
$490
|
|
|
Feb 02, 2022
Q4 2021
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-60- 1.94% |
$38.3K - $45.3K
|
3.04K
$1.46K
|
|
|
Feb 01, 2022
Q4 2021
|
Field & Main Bank
|
SELL
|
- |
-60- 60.0% |
$38.3K - $45.3K
|
40
$19.2
|
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
SELL
|
- |
-61Closed |
$38.9K - $46.1K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Montecito Bank & Trust
|
SELL
|
- |
-64- 3.4% |
$40.8K - $48.3K
|
1.82K
$872
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-67- 15.4% |
$42.7K - $50.6K
|
368
$177
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-69- 1.59% |
$44K - $52.1K
|
4.28K
$2.05K
|
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
SELL
|
- |
-74- 7.83% |
$47.2K - $55.9K
|
871
$418
|
|
|
Feb 15, 2022
Q4 2021
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-75- 0.83% |
$47.8K - $56.6K
|
8.98K
$4.31K
|
|
|
Feb 11, 2022
Q4 2021
|
Townsquare Capital LLC
|
SELL
|
- |
-78- 20.0% |
$49.7K - $58.9K
|
312
$150
|
|
|
Feb 10, 2022
Q4 2021
|
Candriam S.C.A.
|
SELL
|
- |
-78- 2.35% |
$49.7K - $58.9K
|
3.25K
$1.56K
|
|
|
Feb 14, 2022
Q4 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-79- 0.74% |
$50.4K - $59.6K
|
10.6K
$5.09K
|