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 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
89New |
$17.8K - $33.5K
|
89
$42.7
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
89+ 5.81% |
$17.8K - $33.5K
|
1.62K
$778
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
83+ 2.63% |
$16.6K - $31.2K
|
3.24K
$1.56K
|
|
|
Feb 06, 2023
Q4 2022
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
82+ 2.49% |
$16.4K - $30.9K
|
3.37K
$1.62K
|
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
82+ 2.03% |
$16.4K - $30.9K
|
4.13K
$1.98K
|
|
|
Feb 09, 2023
Q4 2022
|
Elequin Capital LP
New York, NY |
BUY
|
- |
72New |
$14.4K - $27.1K
|
72
$34.6
|
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
71+ 169.05% |
$14.2K - $26.7K
|
113
$54.2
|
|
|
Jan 11, 2023
Q4 2022
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
70+ 0.85% |
$14K - $26.4K
|
8.27K
$3.97K
|
|
|
Jan 26, 2023
Q4 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
68+ 0.68% |
$13.6K - $25.6K
|
10.1K
$4.85K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
67+ 2233.33% |
$13.4K - $25.2K
|
70
$33.6
|
|
|
Feb 14, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
65+ 7.03% |
$13K - $24.5K
|
989
$475
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
64+ 103.23% |
$12.8K - $24.1K
|
126
$60.5
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
60+ 9.84% |
$12K - $22.6K
|
670
$322
|
|
|
Jan 10, 2023
Q4 2022
|
Peregrine Capital Management LLC
|
BUY
|
- |
60+ 11.15% |
$12K - $22.6K
|
598
$287
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
56+ 243.48% |
$11.2K - $21.1K
|
79
$37.9
|
|
|
Feb 14, 2023
Q4 2022
|
Richelieu Gestion PLC
|
BUY
|
- |
53+ 9.0% |
$10.6K - $20K
|
642
$308
|
|
|
Jan 18, 2023
Q4 2022
|
Czech National Bank
Prague, 2N |
BUY
|
- |
52+ 0.76% |
$10.4K - $19.6K
|
6.92K
$3.32K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
52New |
$10.4K - $19.6K
|
52
$25
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
50New |
$10K - $18.8K
|
50
$24
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
BUY
|
- |
49+ 1.1% |
$9.81K - $18.4K
|
4.49K
$2.15K
|
|
|
Feb 07, 2023
Q4 2022
|
Ninety One North America, Inc.
New York, NY |
BUY
|
- |
47+ 0.71% |
$9.41K - $17.7K
|
6.64K
$3.19K
|
|
|
Mar 23, 2023
Q4 2022
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
46+ 3.76% |
$9.21K - $17.3K
|
1.27K
$610
|
|
|
Feb 07, 2023
Q4 2022
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
38+ 0.45% |
$7.61K - $14.3K
|
8.4K
$4.03K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
38New |
$7.61K - $14.3K
|
38
$18.2
|
|
|
Feb 02, 2023
Q4 2022
|
Profund Advisors LLC
|
BUY
|
- |
35+ 3.21% |
$7.01K - $13.2K
|
1.13K
$540
|
|
|
Feb 08, 2023
Q4 2022
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
34+ 1.03% |
$6.81K - $12.8K
|
3.34K
$1.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
34+ 154.55% |
$6.81K - $12.8K
|
56
$26.9
|
|
|
Jan 13, 2023
Q4 2022
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
32+ 3.39% |
$6.41K - $12K
|
975
$468
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
32+ 2.2% |
$6.41K - $12K
|
1.49K
$713
|
|
|
Feb 14, 2023
Q4 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
30+ 0.58% |
$6.01K - $11.3K
|
5.19K
$2.49K
|
|
|
Jan 05, 2023
Q4 2022
|
Spence Asset Management
|
BUY
|
- |
28+ 0.14% |
$5.61K - $10.5K
|
19.9K
$9.53K
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
27+ 0.18% |
$5.41K - $10.2K
|
15.4K
$7.37K
|
|
|
Feb 15, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
26+ 0.77% |
$5.21K - $9.79K
|
3.42K
$1.64K
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
26+ 25.49% |
$5.21K - $9.79K
|
128
$61.4
|
|
|
Mar 30, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
26+ 0.77% |
$5.21K - $9.79K
|
3.42K
$1.64K
|
|
|
Feb 10, 2023
Q4 2022
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
25+ 9.03% |
$5.01K - $9.41K
|
302
$145
|
|
|
Feb 15, 2023
Q4 2022
|
Liberty One Investment Management, LLC
|
BUY
|
- |
25+ 6.11% |
$5.01K - $9.41K
|
434
$208
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
24+ 35.82% |
$4.81K - $9.04K
|
91
$43.7
|
|
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
21+ 7.47% |
$4.21K - $7.91K
|
302
$145
|
|
|
Feb 06, 2023
Q4 2022
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
20+ 0.43% |
$4.01K - $7.53K
|
4.65K
$2.23K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
18New |
$3.6K - $6.78K
|
18
$8.64
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
16+ 10.81% |
$3.2K - $6.02K
|
164
$78.7
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
16New |
$3.2K - $6.02K
|
16
$7.68
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
15+ 93.75% |
$3K - $5.65K
|
31
$14.9
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
15+ 0.35% |
$3K - $5.65K
|
4.35K
$2.09K
|
|
|
Feb 15, 2023
Q4 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
15+ 1.08% |
$3K - $5.65K
|
1.4K
$672
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
13+ 12.26% |
$2.6K - $4.89K
|
119
$57.1
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
13+ 100.0% |
$2.6K - $4.89K
|
26
$12.5
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
12+ 5.02% |
$2.4K - $4.52K
|
251
$120
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
12New |
$2.4K - $4.52K
|
12
$5.76
|