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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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 | 24k | $812.315400 | -77% | Dec 2023 |
|
Gifford Fong Associates | 6.0k | $0 | 0% | Dec 2023 |
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Tucker Asset Management | 1.4k | $44.988300 | 0% | Dec 2023 |
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Accent Capital Management | 1.1k | $35.970000 | 100% | 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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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 |
---|---|---|---|
Kingswood Wealth Advisors | Dec 2023 | 70k | $2.3k |
Resources Management Corp | Sep 2023 | 559.00 | $0 |
Financial Synergies Wealth Advisors | Dec 2023 | 17.00 | $3.9k |
Front Row Advisors | Sep 2023 | 5.00 | $0 |