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 14, 2022
Q4 2021
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
23+ 0.22% |
$14.7K - $17.4K
|
10.3K
$4.93K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
23New |
$14.7K - $17.4K
|
23
$11
|
|
|
Feb 14, 2022
Q4 2021
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
23+ 3.93% |
$14.7K - $17.4K
|
608
$292
|
|
|
Feb 14, 2022
Q4 2021
|
Capital International LTD
Los Angeles, CA |
BUY
|
- |
22+ 0.15% |
$14K - $16.6K
|
14.4K
$6.92K
|
|
|
Feb 14, 2022
Q4 2021
|
Perpetual Investment Management LTD
Sydney, C3 |
BUY
|
- |
22+ 0.38% |
$14K - $16.6K
|
5.83K
$2.8K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
22+ 27.5% |
$14K - $16.6K
|
102
$49
|
|
|
Feb 09, 2022
Q4 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
21+ 6.16% |
$13.4K - $15.9K
|
362
$174
|
|
|
Jan 25, 2022
Q4 2021
|
First Command Financial Services, Inc.
|
BUY
|
- |
20New |
$12.8K - $15.1K
|
20
$9.6
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
20+ 4.48% |
$12.8K - $15.1K
|
466
$224
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
19New |
$12.1K - $14.3K
|
19
$9.12
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
19+ 3.08% |
$12.1K - $14.3K
|
635
$305
|
|
|
Jan 28, 2022
Q4 2021
|
Bellwether Advisors, LLC
|
BUY
|
- |
19New |
$12.1K - $14.3K
|
19
$9.12
|
|
|
Jan 26, 2022
Q4 2021
|
Great Diamond Partners, LLC
|
BUY
|
- |
19+ 2.29% |
$12.1K - $14.3K
|
847
$407
|
|
|
Feb 14, 2022
Q4 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
18New |
$11.5K - $13.6K
|
18
$8.64
|
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
BUY
|
- |
17+ 1.92% |
$10.8K - $12.8K
|
903
$433
|
|
|
Jan 25, 2022
Q4 2021
|
Tran Capital Management, L.P.
|
BUY
|
- |
17+ 0.06% |
$10.8K - $12.8K
|
30.2K
$14.5K
|
|
|
Feb 11, 2022
Q4 2021
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
16New |
$10.2K - $12.1K
|
16
$7.68
|
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
BUY
|
- |
16+ 0.4% |
$10.2K - $12.1K
|
4K
$1.92K
|
|
|
Feb 07, 2022
Q4 2021
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
16New |
$10.2K - $12.1K
|
16
$7.68
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
15New |
$9.56K - $11.3K
|
15
$7.2
|
|
|
Feb 11, 2022
Q4 2021
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
14+ 0.19% |
$8.93K - $10.6K
|
7.37K
$3.54K
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
14+ 32.56% |
$8.93K - $10.6K
|
57
$27.4
|
|
|
Feb 11, 2022
Q4 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
14+ 1.29% |
$8.93K - $10.6K
|
1.1K
$528
|
|
|
Feb 02, 2022
Q4 2021
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
14+ 0.46% |
$8.93K - $10.6K
|
3.04K
$1.46K
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
13+ 61.9% |
$8.29K - $9.82K
|
34
$16.3
|
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
13+ 2.67% |
$8.29K - $9.82K
|
499
$240
|
|
|
Feb 04, 2022
Q4 2021
|
Heartland Bank & Trust CO
|
BUY
|
- |
13+ 2.13% |
$8.29K - $9.82K
|
623
$299
|
|
|
Feb 14, 2022
Q4 2021
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
12+ 1.95% |
$7.65K - $9.06K
|
627
$301
|
|
|
Feb 14, 2022
Q4 2021
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
12+ 2.77% |
$7.65K - $9.06K
|
445
$214
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
10New |
$6.38K - $7.55K
|
10
$4.8
|
|
|
Feb 04, 2022
Q4 2021
|
Outfitter Financial LLC
|
BUY
|
- |
10New |
$6.38K - $7.55K
|
10
$4.8
|
|
|
Feb 14, 2022
Q4 2021
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
10New |
$6.38K - $7.55K
|
10
$4.8
|
|
|
Feb 11, 2022
Q4 2021
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
9New |
$5.74K - $6.8K
|
9
$4.32
|
|
|
Jan 12, 2022
Q4 2021
|
Shilanski & Associates, Inc.
|
BUY
|
- |
8+ 0.47% |
$5.1K - $6.04K
|
1.71K
$821
|
|
|
Jan 26, 2022
Q4 2021
|
Country Trust Bank
|
BUY
|
- |
8+ 160.0% |
$5.1K - $6.04K
|
13
$6.24
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
7+ 140.0% |
$4.46K - $5.29K
|
12
$5.76
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
7+ 10.14% |
$4.46K - $5.29K
|
76
$36.5
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
7+ 5.69% |
$4.46K - $5.29K
|
130
$62.4
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
6New |
$3.83K - $4.53K
|
6
$2.88
|
|
|
May 12, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
6+ 4.03% |
$3.83K - $4.53K
|
155
$74.4
|
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
6+ 1.71% |
$3.83K - $4.53K
|
356
$171
|
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
4New |
$2.55K - $3.02K
|
4
$1.92
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
4+ 0.83% |
$2.55K - $3.02K
|
485
$233
|
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
4New |
$2.55K - $3.02K
|
4
$1.92
|
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
4+ 30.77% |
$2.55K - $3.02K
|
17
$8.16
|
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
4New |
$2.55K - $3.02K
|
4
$1.92
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
4+ 100.0% |
$2.55K - $3.02K
|
8
$3.84
|
|
|
Feb 02, 2022
Q4 2021
|
Tfc Financial Management
|
BUY
|
- |
4+ 80.0% |
$2.55K - $3.02K
|
9
$4.32
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4+ 12.5% |
$2.55K - $3.02K
|
36
$17.3
|
|
|
Feb 14, 2022
Q4 2021
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
3+ 0.8% |
$1.91K - $2.27K
|
376
$180
|