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 04, 2022
Q4 2021
|
Advisor Os, LLC
|
BUY
|
- |
609New |
$388K - $460K
|
609
$292
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
601New |
$383K - $454K
|
601
$288
|
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
589New |
$376K - $445K
|
589
$283
|
|
|
Feb 14, 2022
Q4 2021
|
Mckinley Capital Management LLC
|
BUY
|
- |
584+ 14.88% |
$372K - $441K
|
4.51K
$2.16K
|
|
|
Feb 09, 2022
Q4 2021
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
581+ 68.6% |
$370K - $439K
|
1.43K
$685
|
|
|
Feb 03, 2022
Q4 2021
|
Cambria Investment Management, L.P.
|
BUY
|
- |
572+ 10.34% |
$365K - $432K
|
6.11K
$2.93K
|
|
|
Feb 15, 2022
Q4 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
568+ 5.43% |
$362K - $429K
|
11K
$5.29K
|
|
|
Feb 11, 2022
Q4 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
566+ 110.98% |
$361K - $427K
|
1.08K
$516
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
565+ 21.47% |
$360K - $427K
|
3.2K
$1.53K
|
|
|
Feb 09, 2022
Q4 2021
|
Ntb Financial Corp
Centennial, CO |
BUY
|
- |
555New |
$354K - $419K
|
555
$266
|
|
|
Dec 27, 2022
Q4 2021
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
544New |
$347K - $411K
|
544
$261
|
|
|
Feb 09, 2022
Q4 2021
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
536New |
$342K - $405K
|
536
$257
|
|
|
Feb 23, 2022
Q4 2021
|
Simplex Trading, LLC
|
BUY
|
- |
519New |
$331K - $392K
|
519
$249
|
|
|
Feb 14, 2022
Q4 2021
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
518New |
$330K - $391K
|
518
$249
|
|
|
Feb 11, 2022
Q4 2021
|
Metis Global Partners, LLC
|
BUY
|
- |
512New |
$326K - $387K
|
512
$246
|
|
|
May 04, 2022
Q4 2021
|
Offit Capital Advisors LLC
|
BUY
|
- |
512New |
$326K - $387K
|
512
$246
|
|
|
Feb 15, 2022
Q4 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
491+ 86.14% |
$313K - $371K
|
1.06K
$509
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
483+ 123.21% |
$308K - $365K
|
875
$420
|
|
|
Feb 09, 2022
Q4 2021
|
Barings LLC
|
BUY
|
- |
473New |
$302K - $357K
|
473
$227
|
|
|
Feb 02, 2022
Q4 2021
|
Hartford Investment Management CO
|
BUY
|
- |
468+ 8.53% |
$298K - $353K
|
5.95K
$2.86K
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
466+ 4.69% |
$297K - $352K
|
10.4K
$4.99K
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
464New |
$296K - $350K
|
464
$223
|
|
|
Feb 14, 2022
Q4 2021
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
461+ 63.5% |
$294K - $348K
|
1.19K
$570
|
|
|
Feb 14, 2022
Q4 2021
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
457New |
$291K - $345K
|
457
$219
|
|
|
Feb 09, 2022
Q4 2021
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
450New |
$287K - $340K
|
450
$216
|
|
|
Jan 26, 2022
Q4 2021
|
Mechanics Bank Trust Department
|
BUY
|
- |
445New |
$284K - $336K
|
445
$214
|
|
|
Feb 10, 2022
Q4 2021
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
435+ 4.53% |
$277K - $328K
|
10K
$4.81K
|
|
|
Feb 14, 2022
Q4 2021
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
432New |
$275K - $326K
|
432
$207
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
432+ 1.18% |
$275K - $326K
|
37K
$17.8K
|
|
|
Jan 05, 2022
Q4 2021
|
Chesley Taft & Associates LLC
|
BUY
|
- |
412+ 20.07% |
$263K - $311K
|
2.47K
$1.18K
|
|
|
Feb 11, 2022
Q4 2021
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
407New |
$260K - $307K
|
407
$195
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
392New |
$250K - $296K
|
392
$188
|
|
|
Feb 14, 2022
Q4 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
392+ 14.68% |
$250K - $296K
|
3.06K
$1.47K
|
|
|
Jan 21, 2022
Q4 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
391+ 7.64% |
$249K - $295K
|
5.51K
$2.64K
|
|
|
Jan 31, 2022
Q4 2021
|
Harvest Investment Services, LLC
|
BUY
|
- |
382+ 70.48% |
$244K - $288K
|
924
$444
|
|
|
Jan 28, 2022
Q4 2021
|
Saybrook Capital
|
BUY
|
- |
371New |
$237K - $280K
|
371
$178
|
|
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
368+ 29.75% |
$235K - $278K
|
1.61K
$770
|
|
|
Jan 28, 2022
Q4 2021
|
Wd Rutherford LLC
|
BUY
|
- |
355+ 93.42% |
$226K - $268K
|
735
$353
|
|
|
Feb 14, 2022
Q4 2021
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
352New |
$224K - $266K
|
352
$169
|
|
|
Jan 21, 2022
Q4 2021
|
Boston Trust Walden Corp
|
BUY
|
- |
350New |
$223K - $264K
|
350
$168
|
|
|
Feb 03, 2022
Q4 2021
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
346+ 2.43% |
$221K - $261K
|
14.6K
$6.99K
|
|
|
Feb 02, 2022
Q4 2021
|
Mirador Capital Partners LP
|
BUY
|
- |
332New |
$212K - $251K
|
332
$159
|
|
|
Feb 11, 2022
Q4 2021
|
Qcm Cayman, Ltd.
|
BUY
|
- |
332New |
$212K - $251K
|
332
$159
|
|
|
Feb 11, 2022
Q4 2021
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
326+ 49.92% |
$208K - $246K
|
979
$470
|
|
|
Feb 02, 2022
Q4 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
313New |
$200K - $236K
|
313
$150
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
312+ 0.64% |
$199K - $236K
|
49.2K
$23.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
310+ 21.69% |
$198K - $234K
|
1.74K
$835
|
|
|
Feb 14, 2022
Q4 2021
|
Ethic Inc.
New York, NY |
BUY
|
- |
307New |
$196K - $232K
|
307
$147
|
|
|
Feb 23, 2022
Q4 2021
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
306New |
$195K - $231K
|
306
$147
|
|
|
Mar 11, 2022
Q4 2021
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
301+ 7.8% |
$192K - $227K
|
4.16K
$2K
|