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
|
Schubert & CO
|
SELL
|
- |
-3- 25.0% |
$601 - $1.13K
|
9
$4.32
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-4- 5.41% |
$801 - $1.51K
|
70
$33.6
|
|
|
Jan 27, 2023
Q4 2022
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-4- 0.27% |
$801 - $1.51K
|
1.46K
$701
|
|
|
Feb 03, 2023
Q4 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-7- 0.23% |
$1.4K - $2.64K
|
3.04K
$1.46K
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-7- 63.64% |
$1.4K - $2.64K
|
4
$1.92
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
SELL
|
- |
-8- 13.33% |
$1.6K - $3.01K
|
52
$25
|
|
|
Jan 31, 2023
Q4 2022
|
Core Alternative Capital
|
SELL
|
- |
-8- 44.44% |
$1.6K - $3.01K
|
10
$4.8
|
|
|
Feb 14, 2023
Q4 2022
|
Seven One Seven Capital Management
Lancaster, PA |
SELL
|
- |
-9- 0.99% |
$1.8K - $3.39K
|
896
$430
|
|
|
Jan 18, 2023
Q4 2022
|
Central Bank & Trust CO
|
SELL
|
- |
-10- 2.56% |
$2K - $3.76K
|
381
$183
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-10- 16.67% |
$2K - $3.76K
|
50
$24
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-10- 0.8% |
$2K - $3.76K
|
1.24K
$595
|
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
SELL
|
- |
-10- 2.11% |
$2K - $3.76K
|
465
$223
|
|
|
Jan 19, 2023
Q4 2022
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-10- 0.37% |
$2K - $3.76K
|
2.68K
$1.29K
|
|
|
Feb 02, 2023
Q4 2022
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-11- 0.06% |
$2.2K - $4.14K
|
18.7K
$9K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-13- 50.0% |
$2.6K - $4.89K
|
13
$6.24
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
SELL
|
- |
-15- 20.27% |
$3K - $5.65K
|
59
$28.3
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-16- 0.72% |
$3.2K - $6.02K
|
2.2K
$1.06K
|
|
|
Feb 13, 2023
Q4 2022
|
Candriam S.C.A.
|
SELL
|
- |
-16- 0.43% |
$3.2K - $6.02K
|
3.71K
$1.78K
|
|
|
Jan 31, 2023
Q4 2022
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-20- 12.99% |
$4.01K - $7.53K
|
134
$64.3
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-21- 17.95% |
$4.21K - $7.91K
|
96
$46.1
|
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-24- 19.35% |
$4.81K - $9.04K
|
100
$48
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-38- 0.95% |
$7.61K - $14.3K
|
3.95K
$1.9K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-39- 26.35% |
$7.81K - $14.7K
|
109
$52.3
|
|
|
Jan 19, 2023
Q4 2022
|
Arlington Partners LLC
|
SELL
|
- |
-42- 65.63% |
$8.41K - $15.8K
|
22
$10.6
|
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-43- 6.75% |
$8.61K - $16.2K
|
594
$285
|
|
|
Jan 27, 2023
Q4 2022
|
Nat West Group PLC
|
SELL
|
- |
-45- 0.71% |
$9.01K - $16.9K
|
6.33K
$3.04K
|
|
|
Feb 14, 2023
Q4 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-50- 2.08% |
$10K - $18.8K
|
2.36K
$1.13K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-51- 4.0% |
$10.2K - $19.2K
|
1.22K
$588
|
|
|
Feb 15, 2023
Q4 2022
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-54- 0.51% |
$10.8K - $20.3K
|
10.4K
$5.01K
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-57- 5.1% |
$11.4K - $21.5K
|
1.06K
$509
|
|
|
Jan 19, 2023
Q4 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-62- 18.79% |
$12.4K - $23.3K
|
268
$129
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-65- 86.67% |
$13K - $24.5K
|
10
$4.8
|
|
|
Jan 23, 2023
Q4 2022
|
Mechanics Bank Trust Department
|
SELL
|
- |
-69- 4.27% |
$13.8K - $26K
|
1.55K
$743
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-83- 15.96% |
$16.6K - $31.2K
|
437
$210
|
|
|
Feb 09, 2023
Q4 2022
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-96- 0.39% |
$19.2K - $36.1K
|
24.8K
$11.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-100- 49.75% |
$20K - $37.6K
|
101
$48.5
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-101- 62.73% |
$20.2K - $38K
|
60
$28.8
|
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
SELL
|
- |
-122- 71.35% |
$24.4K - $45.9K
|
49
$23.5
|
|
|
Feb 09, 2023
Q4 2022
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-132- 3.92% |
$26.4K - $49.7K
|
3.24K
$1.55K
|
|
|
Jan 17, 2023
Q4 2022
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-147- 3.73% |
$29.4K - $55.3K
|
3.79K
$1.82K
|
|
|
Feb 09, 2023
Q4 2022
|
Charles Carroll Financial Partners, LLC
|
SELL
|
- |
-150- 9.38% |
$30K - $56.5K
|
1.45K
$696
|
|
|
Feb 02, 2023
Q4 2022
|
Securian Asset Management, Inc
|
SELL
|
- |
-157- 3.15% |
$31.4K - $59.1K
|
4.83K
$2.32K
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-189- 12.09% |
$37.8K - $71.2K
|
1.37K
$660
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-197- 3.22% |
$39.5K - $74.2K
|
5.91K
$2.84K
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-200- 28.37% |
$40.1K - $75.3K
|
505
$242
|
|
|
Feb 01, 2023
Q4 2022
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-200- 6.56% |
$40.1K - $75.3K
|
2.85K
$1.37K
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-204Closed |
$40.9K - $76.8K
|
0
$0
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-207- 1.13% |
$41.5K - $77.9K
|
18.1K
$8.69K
|
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
SELL
|
- |
-214- 17.63% |
$42.9K - $80.6K
|
1K
$480
|
|
|
Feb 03, 2023
Q4 2022
|
Synergy Financial Group, LTD
|
SELL
|
- |
-214- 13.19% |
$42.9K - $80.6K
|
1.41K
$676
|