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
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
124New |
$79.1K - $93.6K
|
124
$59.5
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
123+ 4.68% |
$78.4K - $92.9K
|
2.75K
$1.32K
|
|
|
Jan 24, 2022
Q4 2021
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
123+ 8.13% |
$78.4K - $92.9K
|
1.64K
$785
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
122+ 4.1% |
$77.8K - $92.1K
|
3.1K
$1.49K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
122+ 2.52% |
$77.8K - $92.1K
|
4.96K
$2.38K
|
|
|
Feb 14, 2022
Q4 2021
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
120+ 11.8% |
$76.5K - $90.6K
|
1.14K
$546
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
119+ 12.28% |
$75.9K - $89.8K
|
1.09K
$522
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
117+ 8.13% |
$74.6K - $88.3K
|
1.56K
$747
|
|
|
Feb 01, 2022
Q4 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
115+ 2.53% |
$73.3K - $86.8K
|
4.67K
$2.24K
|
|
|
Feb 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
114+ 2.11% |
$72.7K - $86.1K
|
5.52K
$2.65K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
114+ 20.11% |
$72.7K - $86.1K
|
681
$327
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Inc
|
BUY
|
- |
103+ 18.83% |
$65.7K - $77.8K
|
650
$312
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
102+ 2.59% |
$65K - $77K
|
4.04K
$1.94K
|
|
|
Feb 09, 2022
Q4 2021
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
101New |
$64.4K - $76.3K
|
101
$48.5
|
|
|
Feb 14, 2022
Q4 2021
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
100+ 16.78% |
$63.8K - $75.5K
|
696
$334
|
|
|
Jan 19, 2022
Q4 2021
|
Spirit Of America Management Corp
|
BUY
|
- |
100+ 3.67% |
$63.8K - $75.5K
|
2.82K
$1.36K
|
|
|
Jan 18, 2022
Q4 2021
|
Ifm Investors Pty LTD
|
BUY
|
- |
98+ 1.25% |
$62.5K - $74K
|
7.92K
$3.8K
|
|
|
Jan 31, 2022
Q4 2021
|
Ieq Capital, LLC
|
BUY
|
- |
97+ 0.41% |
$61.9K - $73.2K
|
23.8K
$11.4K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
95+ 166.67% |
$60.6K - $71.7K
|
152
$73
|
|
|
Jan 14, 2022
Q4 2021
|
Sycomore Asset Management
|
BUY
|
- |
93New |
$59.3K - $70.2K
|
93
$44.6
|
|
|
Feb 14, 2022
Q4 2021
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
92+ 0.99% |
$58.7K - $69.5K
|
9.37K
$4.5K
|
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
91+ 18.13% |
$58K - $68.7K
|
593
$285
|
|
|
Feb 09, 2022
Q4 2021
|
Btc Capital Management, Inc.
|
BUY
|
- |
88+ 0.96% |
$56.1K - $66.4K
|
9.22K
$4.42K
|
|
|
Feb 09, 2022
Q4 2021
|
Argent Capital Management LLC
|
BUY
|
- |
88+ 1.67% |
$56.1K - $66.4K
|
5.35K
$2.57K
|
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
86+ 11.45% |
$54.8K - $64.9K
|
837
$402
|
|
|
Feb 08, 2022
Q4 2021
|
Versor Investments LP
|
BUY
|
- |
84+ 3.9% |
$53.6K - $63.4K
|
2.24K
$1.07K
|
|
|
Feb 08, 2022
Q4 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
84+ 13.06% |
$53.6K - $63.4K
|
727
$349
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
82+ 34.02% |
$52.3K - $61.9K
|
323
$155
|
|
|
Feb 03, 2022
Q4 2021
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
80+ 0.75% |
$51K - $60.4K
|
10.8K
$5.18K
|
|
|
Feb 14, 2022
Q4 2021
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
80+ 47.06% |
$51K - $60.4K
|
250
$120
|
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
80New |
$51K - $60.4K
|
80
$38.4
|
|
|
Feb 14, 2022
Q4 2021
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
80+ 10.47% |
$51K - $60.4K
|
844
$405
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
BUY
|
- |
79+ 1580.0% |
$50.4K - $59.6K
|
84
$40.3
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
77+ 18.73% |
$49.1K - $58.1K
|
488
$234
|
|
|
Feb 14, 2022
Q4 2021
|
Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
77+ 23.69% |
$49.1K - $58.1K
|
402
$193
|
|
|
Feb 04, 2022
Q4 2021
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
77+ 5.17% |
$49.1K - $58.1K
|
1.57K
$751
|
|
|
Jan 26, 2022
Q4 2021
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
75+ 6.47% |
$47.8K - $56.6K
|
1.23K
$592
|
|
|
Feb 03, 2022
Q4 2021
|
Appleton Partners Inc
|
BUY
|
- |
74+ 0.38% |
$47.2K - $55.9K
|
19.7K
$9.47K
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
74+ 6.94% |
$47.2K - $55.9K
|
1.14K
$547
|
|
|
Feb 10, 2022
Q4 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
BUY
|
- |
72+ 14.57% |
$45.9K - $54.4K
|
566
$272
|
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
BUY
|
- |
72+ 4.27% |
$45.9K - $54.4K
|
1.76K
$843
|
|
|
Jan 12, 2022
Q4 2021
|
Stonnington Group, LLC
|
BUY
|
- |
70+ 2.63% |
$44.6K - $52.9K
|
2.74K
$1.31K
|
|
|
Jan 18, 2022
Q4 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
69+ 21.5% |
$44K - $52.1K
|
390
$187
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
69+ 22.04% |
$44K - $52.1K
|
382
$183
|
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
68+ 8.98% |
$43.4K - $51.3K
|
825
$396
|
|
|
Feb 18, 2022
Q4 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
67New |
$42.7K - $50.6K
|
67
$32.2
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
66New |
$42.1K - $49.8K
|
66
$31.7
|
|
|
Jan 18, 2022
Q4 2021
|
Arlington Partners LLC
|
BUY
|
- |
64New |
$40.8K - $48.3K
|
64
$30.7
|
|
|
Feb 14, 2022
Q4 2021
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
63+ 4.79% |
$40.2K - $47.6K
|
1.38K
$662
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
60+ 18.87% |
$38.3K - $45.3K
|
378
$181
|