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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2023
Q4 2022
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
469+ 42.95% |
$93.9K - $177K
|
1.56K
$749
|
|
|
Feb 09, 2023
Q4 2022
|
Malaga Cove Capital, LLC
|
BUY
|
- |
436+ 72.79% |
$87.3K - $164K
|
1.04K
$497
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
427+ 12.12% |
$85.5K - $161K
|
3.95K
$1.9K
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
414+ 67.21% |
$82.9K - $156K
|
1.03K
$494
|
|
|
Jan 30, 2023
Q4 2022
|
Byrne Asset Management LLC
|
BUY
|
- |
397+ 22.15% |
$79.5K - $149K
|
2.19K
$1.05K
|
|
|
Feb 14, 2023
Q4 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
389+ 64.4% |
$77.9K - $146K
|
993
$477
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
363+ 30.68% |
$72.7K - $137K
|
1.55K
$742
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
349+ 170.24% |
$69.9K - $131K
|
554
$266
|
|
|
Feb 14, 2023
Q4 2022
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
332+ 49.55% |
$66.5K - $125K
|
1K
$481
|
|
|
Feb 13, 2023
Q4 2022
|
Prudent Man Advisors, LLC
|
BUY
|
- |
318+ 38.22% |
$63.7K - $120K
|
1.15K
$552
|
|
|
Feb 13, 2023
Q4 2022
|
Bank Of Marin
Novato, CA |
BUY
|
- |
310+ 21.2% |
$62.1K - $117K
|
1.77K
$851
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
307+ 30.82% |
$61.5K - $116K
|
1.3K
$625
|
|
|
Feb 14, 2023
Q4 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
306+ 47.96% |
$61.3K - $115K
|
944
$453
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
298New |
$59.7K - $112K
|
298
$143
|
|
|
Jan 18, 2023
Q4 2022
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
289New |
$57.9K - $109K
|
289
$139
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
281+ 270.19% |
$56.3K - $106K
|
385
$185
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
280New |
$56.1K - $105K
|
280
$134
|
|
|
Feb 06, 2023
Q4 2022
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
279+ 17.0% |
$55.9K - $105K
|
1.92K
$922
|
|
|
Feb 21, 2023
Q4 2022
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
276+ 9.51% |
$55.3K - $104K
|
3.18K
$1.53K
|
|
|
Feb 10, 2023
Q4 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
269+ 17.09% |
$53.9K - $101K
|
1.84K
$885
|
|
|
Feb 01, 2023
Q4 2022
|
Great Diamond Partners, LLC
|
BUY
|
- |
268+ 35.83% |
$53.7K - $101K
|
1.02K
$488
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
258+ 109.32% |
$51.7K - $97.1K
|
494
$237
|
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
258+ 19.49% |
$51.7K - $97.1K
|
1.58K
$759
|
|
|
Feb 10, 2023
Q4 2022
|
Amalgamated Bank
New York, NY |
BUY
|
- |
250+ 1.63% |
$50.1K - $94.1K
|
15.6K
$7.49K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
239+ 10.12% |
$47.9K - $90K
|
2.6K
$1.25K
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
229+ 8.68% |
$45.9K - $86.2K
|
2.87K
$1.38K
|
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
228+ 35.35% |
$45.7K - $85.8K
|
873
$419
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
214+ 7.64% |
$42.9K - $80.6K
|
3.01K
$1.45K
|
|
|
Feb 10, 2023
Q4 2022
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
212+ 212.0% |
$42.5K - $79.8K
|
312
$150
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
196+ 0.25% |
$39.3K - $73.8K
|
79.1K
$37.9K
|
|
|
Jan 26, 2023
Q4 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
194+ 18.13% |
$38.9K - $73K
|
1.26K
$607
|
|
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
185+ 38.54% |
$37K - $69.7K
|
665
$319
|
|
|
Jan 13, 2023
Q4 2022
|
Gateway Investment Advisers LLC
|
BUY
|
- |
183+ 21.06% |
$36.6K - $68.9K
|
1.05K
$505
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
178New |
$35.6K - $67K
|
178
$85.4
|
|
|
Feb 06, 2023
Q4 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
178New |
$35.6K - $67K
|
178
$85.4
|
|
|
Feb 14, 2023
Q4 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
163+ 10.12% |
$32.6K - $61.4K
|
1.77K
$851
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
161+ 79.31% |
$32.2K - $60.6K
|
364
$175
|
|
|
Jan 05, 2023
Q4 2022
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
151New |
$30.2K - $56.8K
|
151
$72.5
|
|
|
Jan 12, 2023
Q4 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
150New |
$30K - $56.5K
|
150
$72
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
132+ 86.84% |
$26.4K - $49.7K
|
284
$136
|
|
|
Jan 24, 2023
Q4 2022
|
Empirical Finance, LLC
|
BUY
|
- |
126+ 9.5% |
$25.2K - $47.4K
|
1.45K
$697
|
|
|
Jan 25, 2023
Q4 2022
|
Riverview Trust CO
|
BUY
|
- |
126+ 97.67% |
$25.2K - $47.4K
|
255
$122
|
|
|
Feb 14, 2023
Q4 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
109+ 12.21% |
$21.8K - $41K
|
1K
$481
|
|
|
Jan 05, 2023
Q4 2022
|
Fulton Bank, N.A.
|
BUY
|
- |
104+ 5.93% |
$20.8K - $39.2K
|
1.86K
$891
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
104+ 196.23% |
$20.8K - $39.2K
|
157
$75.4
|
|
|
Jan 12, 2023
Q4 2022
|
Carmel Capital Management L.L.C.
|
BUY
|
- |
100+ 0.55% |
$20K - $37.6K
|
18.2K
$8.73K
|
|
|
Feb 13, 2023
Q4 2022
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
100New |
$20K - $37.6K
|
100
$48
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
100+ 500.0% |
$20K - $37.6K
|
120
$57.6
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
98+ 2.26% |
$19.6K - $36.9K
|
4.43K
$2.12K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
94+ 0.87% |
$18.8K - $35.4K
|
10.9K
$5.23K
|