Who owns SVB Financial?

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Analyze quarterly positions in SVB Financial with up to 7 years of data, all consolidated into one spreadsheet

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Top 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
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Bp Wealth Management 24k $812.315400 -77% Dec 2023
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Gifford Fong Associates 6.0k $0 0% Dec 2023
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Systematic Alpha Investments 1.5k $132.006000 100% Sep 2023
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Tucker Asset Management 1.4k $44.988300 0% Dec 2023
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Meeder Asset Management 798.00 $24.019800 0% Dec 2023
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Bartlett & Co. Wealth Management 185.00 $6.993000 0% Dec 2023
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Bartlett & Co. 185.00 $0 0% Dec 2023
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Pacer Advisors 143.00 $5.005000 0% Dec 2023
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FSA Wealth Management 45.00 $0 100% Dec 2023
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Sittner & Nelson 10.00 $1.000000 0% Sep 2023
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Proequities 8.00 $0 0% Dec 2023
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Huntington National Bank 2.00 $0 -100% Dec 2023
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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