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 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
58+ 5.79% |
$37K - $43.8K
|
1.06K
$509
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
56+ 11.89% |
$35.7K - $42.3K
|
527
$253
|
|
|
Feb 02, 2022
Q4 2021
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
53+ 2.39% |
$33.8K - $40K
|
2.27K
$1.09K
|
|
|
Jan 31, 2022
Q4 2021
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
50+ 4.65% |
$31.9K - $37.8K
|
1.13K
$540
|
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
BUY
|
- |
50+ 42.37% |
$31.9K - $37.8K
|
168
$80.6
|
|
|
Jan 12, 2022
Q4 2021
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
50+ 3.87% |
$31.9K - $37.8K
|
1.34K
$644
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
BUY
|
- |
50+ 5000.0% |
$31.9K - $37.8K
|
51
$24.5
|
|
|
Jan 31, 2022
Q4 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
49New |
$31.2K - $37K
|
49
$23.5
|
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
49New |
$31.2K - $37K
|
49
$23.5
|
|
|
Feb 11, 2022
Q4 2021
|
American International Group, Inc.
New York, NY |
BUY
|
- |
49+ 0.27% |
$31.2K - $37K
|
17.9K
$8.59K
|
|
|
Feb 15, 2022
Q4 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
47New |
$30K - $35.5K
|
47
$22.6
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
47New |
$30K - $35.5K
|
47
$22.6
|
|
|
Feb 15, 2022
Q4 2021
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
46+ 2.54% |
$29.3K - $34.7K
|
1.86K
$891
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
45+ 1.99% |
$28.7K - $34K
|
2.31K
$1.11K
|
|
|
Feb 10, 2022
Q4 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
44+ 1.82% |
$28.1K - $33.2K
|
2.46K
$1.18K
|
|
|
Jan 27, 2022
Q4 2021
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
44+ 12.98% |
$28.1K - $33.2K
|
383
$184
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
42New |
$26.8K - $31.7K
|
42
$20.2
|
|
|
Feb 11, 2022
Q4 2021
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
42New |
$26.8K - $31.7K
|
42
$20.2
|
|
|
Feb 04, 2022
Q4 2021
|
Corbett Road Capital Management, LLC
Mclean, VA |
BUY
|
- |
41+ 8.3% |
$26.1K - $31K
|
535
$257
|
|
|
Feb 16, 2022
Q4 2021
|
Carroll Investors, Inc
|
BUY
|
- |
40New |
$25.5K - $30.2K
|
40
$19.2
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
37+ 3.99% |
$23.6K - $27.9K
|
964
$463
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
37+ 0.86% |
$23.6K - $27.9K
|
4.32K
$2.07K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
37New |
$23.6K - $27.9K
|
37
$17.8
|
|
|
Jan 21, 2022
Q4 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
37+ 4.42% |
$23.6K - $27.9K
|
875
$420
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
36New |
$23K - $27.2K
|
36
$17.3
|
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
BUY
|
- |
36+ 2.66% |
$23K - $27.2K
|
1.39K
$666
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
36New |
$23K - $27.2K
|
36
$17.3
|
|
|
Jan 25, 2022
Q4 2021
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
36+ 1.27% |
$23K - $27.2K
|
2.88K
$1.38K
|
|
|
Feb 14, 2022
Q4 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
35+ 1.59% |
$22.3K - $26.4K
|
2.24K
$1.07K
|
|
|
Jan 19, 2022
Q4 2021
|
Jackson Square Capital, LLC
|
BUY
|
- |
35+ 0.4% |
$22.3K - $26.4K
|
8.89K
$4.26K
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
33+ 103.13% |
$21K - $24.9K
|
65
$31.2
|
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
33New |
$21K - $24.9K
|
33
$15.8
|
|
|
Feb 08, 2022
Q4 2021
|
Profund Advisors LLC
|
BUY
|
- |
32+ 1.8% |
$20.4K - $24.2K
|
1.81K
$869
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
32New |
$20.4K - $24.2K
|
32
$15.4
|
|
|
Feb 04, 2022
Q4 2021
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
31+ 3.4% |
$19.8K - $23.4K
|
943
$453
|
|
|
Feb 14, 2022
Q4 2021
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
31+ 1.13% |
$19.8K - $23.4K
|
2.76K
$1.33K
|
|
|
Feb 15, 2022
Q4 2021
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
30+ 1.1% |
$19.1K - $22.7K
|
2.76K
$1.33K
|
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
30+ 0.27% |
$19.1K - $22.7K
|
11.1K
$5.34K
|
|
|
Feb 09, 2022
Q4 2021
|
Hanseatic Management Services Inc
|
BUY
|
- |
30+ 2.21% |
$19.1K - $22.7K
|
1.39K
$665
|
|
|
Jan 31, 2022
Q4 2021
|
Equitec Proprietary Markets, LLC
|
BUY
|
- |
29New |
$18.5K - $21.9K
|
29
$13.9
|
|
|
Feb 11, 2022
Q4 2021
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
BUY
|
- |
28+ 1.57% |
$17.9K - $21.1K
|
1.81K
$867
|
|
|
Feb 11, 2022
Q4 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
28+ 3.65% |
$17.9K - $21.1K
|
796
$382
|
|
|
Feb 01, 2022
Q4 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
27+ 1.92% |
$17.2K - $20.4K
|
1.44K
$689
|
|
|
Jan 24, 2022
Q4 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
25+ 0.92% |
$15.9K - $18.9K
|
2.73K
$1.31K
|
|
|
Feb 08, 2022
Q4 2021
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
25+ 6.89% |
$15.9K - $18.9K
|
388
$186
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
25New |
$15.9K - $18.9K
|
25
$12
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
25+ 7.4% |
$15.9K - $18.9K
|
363
$174
|
|
|
Jan 13, 2022
Q4 2021
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
24+ 3.72% |
$15.3K - $18.1K
|
669
$321
|
|
|
Feb 11, 2022
Q4 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
24New |
$15.3K - $18.1K
|
24
$11.5
|
|
|
Jan 25, 2022
Q4 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
23New |
$14.7K - $17.4K
|
23
$11
|