Purchases and Sales Made in Q4 2022 in Svb Financial Group (SIVB)
This table provides information about the institutional ownership of Svb Financial Group (SIVB) during Q4 2022. 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 01, 2023
Q4 2022
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
1.33K+ 8.58% |
$267K - $502K
|
16.9K
$8.1K
|
|
|
Jan 27, 2023
Q4 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
1.29K+ 15.27% |
$259K - $487K
|
9.76K
$4.69K
|
|
|
Feb 08, 2023
Q4 2022
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
1.26K+ 62.68% |
$252K - $474K
|
3.27K
$1.57K
|
|
|
Feb 14, 2023
Q4 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
1.22K+ 2.05% |
$244K - $459K
|
60.7K
$29.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
1.2KNew |
$241K - $452K
|
1.2K
$576
|
|
|
Feb 13, 2023
Q4 2022
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.18KNew |
$237K - $445K
|
1.18K
$567
|
|
|
Feb 07, 2023
Q4 2022
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
1.15K+ 62.57% |
$231K - $434K
|
2.99K
$1.44K
|
|
|
Feb 10, 2023
Q4 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
1.12K+ 8.33% |
$224K - $422K
|
14.6K
$6.99K
|
|
|
Jan 27, 2023
Q4 2022
|
State Of Michigan Retirement System
|
BUY
|
- |
1.1K+ 6.87% |
$220K - $414K
|
17.1K
$8.22K
|
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.09KNew |
$219K - $412K
|
1.09K
$525
|
|
|
Feb 14, 2023
Q4 2022
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
1.09K+ 22.72% |
$218K - $410K
|
5.88K
$2.82K
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
BUY
|
- |
1.08K+ 81.88% |
$216K - $407K
|
2.4K
$1.15K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.02K+ 24.62% |
$205K - $386K
|
5.18K
$2.49K
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.02KNew |
$205K - $385K
|
1.02K
$491
|
|
|
Jan 09, 2023
Q4 2022
|
Wedmont Private Capital
|
BUY
|
- |
1.02KNew |
$204K - $383K
|
1.02K
$488
|
|
|
Jan 30, 2023
Q4 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
1KNew |
$200K - $376K
|
1K
$480
|
|
|
Feb 14, 2023
Q4 2022
|
Credit Capital Investments LLC
Short Hills, NJ |
BUY
|
- |
1K+ 111.11% |
$200K - $376K
|
1.9K
$912
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
969New |
$194K - $365K
|
969
$465
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
961New |
$192K - $362K
|
961
$461
|
|
|
Feb 13, 2023
Q4 2022
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
959+ 13.01% |
$192K - $361K
|
8.33K
$4K
|
|
|
Jan 11, 2023
Q4 2022
|
Harrington Investments, Inc
|
BUY
|
- |
955+ 7.4% |
$191K - $360K
|
13.9K
$6.65K
|
|
|
Feb 13, 2023
Q4 2022
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
942New |
$189K - $355K
|
942
$452
|
|
|
Feb 14, 2023
Q4 2022
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
942New |
$189K - $355K
|
942
$452
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
922New |
$185K - $347K
|
922
$443
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
889+ 29.22% |
$178K - $335K
|
3.93K
$1.89K
|
|
|
Feb 14, 2023
Q4 2022
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
876+ 16.97% |
$175K - $330K
|
6.04K
$2.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Ifm Investors Pty LTD
|
BUY
|
- |
866+ 8.67% |
$173K - $326K
|
10.9K
$5.21K
|
|
|
Feb 14, 2023
Q4 2022
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
849New |
$170K - $320K
|
849
$408
|
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
818+ 11.86% |
$164K - $308K
|
7.72K
$3.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
809+ 6.53% |
$162K - $305K
|
13.2K
$6.33K
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
792New |
$159K - $298K
|
792
$380
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
784+ 8711.11% |
$157K - $295K
|
793
$381
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
736+ 2.69% |
$147K - $277K
|
28.1K
$13.5K
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
731+ 317.83% |
$146K - $275K
|
961
$461
|
|
|
Jan 25, 2023
Q4 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
695+ 3.08% |
$139K - $262K
|
23.2K
$11.2K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
679+ 92.38% |
$136K - $256K
|
1.41K
$679
|
|
|
Feb 13, 2023
Q4 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
666+ 48.02% |
$133K - $251K
|
2.05K
$985
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
625+ 128.87% |
$125K - $235K
|
1.11K
$533
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
624+ 42.54% |
$125K - $235K
|
2.09K
$1K
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
617+ 60.73% |
$124K - $232K
|
1.63K
$784
|
|
|
Feb 13, 2023
Q4 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
593+ 44.72% |
$119K - $223K
|
1.92K
$921
|
|
|
Feb 13, 2023
Q4 2022
|
Ossiam
Paris, I0 |
BUY
|
- |
585+ 136.36% |
$117K - $220K
|
1.01K
$487
|
|
|
Feb 13, 2023
Q4 2022
|
Uss Investment Management LTD
|
BUY
|
- |
565+ 6.33% |
$113K - $213K
|
9.5K
$4.56K
|
|
|
Feb 07, 2023
Q4 2022
|
Arizona State Retirement System
|
BUY
|
- |
564+ 3.49% |
$113K - $212K
|
16.7K
$8.03K
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
556+ 26.72% |
$111K - $209K
|
2.64K
$1.27K
|
|
|
Feb 10, 2023
Q4 2022
|
American International Group, Inc.
New York, NY |
BUY
|
- |
522+ 3.08% |
$105K - $197K
|
17.4K
$8.37K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
520+ 63.03% |
$104K - $196K
|
1.35K
$646
|
|
|
Feb 14, 2023
Q4 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
513+ 1.66% |
$103K - $193K
|
31.5K
$15.1K
|
|
|
Feb 07, 2025
Q4 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
513+ 1.66% |
$103K - $193K
|
31.5K
$15.1K
|
|
|
Feb 02, 2023
Q4 2022
|
Tobam
|
BUY
|
- |
479New |
$95.9K - $180K
|
479
$230
|