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
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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 |
|---|---|---|---|---|---|
| Bp Wealth Management | 20k | $996.149400 | -17% | Mar 2024 |
|
| Tucker Asset Management | 1.4k | $44.988300 | 0% | Dec 2023 |
|
| Meeder Asset Management | 798.00 | $39.979800 | 0% | Mar 2024 |
|
| Bartlett & Co. | 185.00 | $0 | 0% | Dec 2023 |
|
| FSA Wealth Management | 45.00 | $1.998000 | 0% | Mar 2024 |
|
| Vima | 14.00 | $13.000400 | 100% | Mar 2024 |
|
| Sittner & Nelson | 10.00 | $1.000000 | 0% | Mar 2024 |
|
| Front Row Advisors | 5.00 | $0 | 100% | Mar 2024 |
|
| Huntington National Bank | 2.00 | $0 | 0% | Mar 2024 |
|
| Proequities | 1.00 | $0 | -88% | Mar 2024 |
|
Who sold out of SVB Financial?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Kingswood Wealth Advisors | Dec 2023 | 70k | $2.3k |
| Gifford Fong Associates | Dec 2023 | 6.0k | $0 |
| Systematic Alpha Investments | Sep 2023 | 1.5k | $132.006000 |
| Accent Capital Management | Dec 2023 | 1.1k | $35.970000 |
| Bartlett & Co. Wealth Management | Dec 2023 | 185.00 | $6.993000 |
| Pacer Advisors | Dec 2023 | 143.00 | $5.005000 |
| Financial Synergies Wealth Advisors | Dec 2023 | 17.00 | $3.9k |