Who owns SVB Financial?
- Ticker: SIVBQ
- CUSIP Number: 78486Q101
Tip: Access positions for across all investors
Analyze quarterly positions in SVB Financial with up to 7 years of data, all consolidated into one spreadsheet
Download as csv Download as ExcelTop investors of SVB Financial stock
Who bought or sold SVB Financial this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Kingswood Wealth Advisors | 70k | $2.3k | 40% | Dec 2023 |
|
Bp Wealth Management | 24k | $812.315400 | -77% | Dec 2023 |
|
Gifford Fong Associates | 6.0k | $0 | 0% | Dec 2023 |
|
Systematic Alpha Investments | 1.5k | $132.006000 | 100% | Sep 2023 |
|
Tucker Asset Management | 1.4k | $44.988300 | 0% | Dec 2023 |
|
Meeder Asset Management | 798.00 | $24.019800 | 0% | Dec 2023 |
|
Bartlett & Co. Wealth Management | 185.00 | $6.993000 | 0% | Dec 2023 |
|
Bartlett & Co. | 185.00 | $0 | 0% | Dec 2023 |
|
Pacer Advisors | 143.00 | $5.005000 | 0% | Dec 2023 |
|
FSA Wealth Management | 45.00 | $0 | 100% | Dec 2023 |
|
Sittner & Nelson | 10.00 | $1.000000 | 0% | Sep 2023 |
|
Proequities | 8.00 | $0 | 0% | Dec 2023 |
|
Huntington National Bank | 2.00 | $0 | -100% | Dec 2023 |
|
Who sold out of SVB Financial?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Resources Management Corp | Sep 2023 | 559.00 | $0 |
Zrc Wealth Management | Sep 2023 | 500.00 | $45.000000 |
Knott David M Jr | Jun 2023 | 48.00 | $0 |
Lisa Snider | Sep 2023 | 35.00 | $0 |
Front Row Advisors | Sep 2023 | 5.00 | $0 |