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Get Institutions for : 
SVB Financial Group (SIVB)  
$0.05 0.00 (2.00%) as of 4:30 Thu 4/18


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 11    6
Total shares held : 
101,415  
% of shares held : 
0.17%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -7  
Amount of shares held : 
-87,903  
% of shares held change : 
  -0.15%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$0.09  
Last Quarter's Ending Price : 
$0.03  
Last Quarter's Average Price
$0.04  
Change from last quarter's     
avg. price to the last closing  : 
0.01 (27.5%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
1
 45
 0.04%
 
Increased Positions :
1
 20,006
 19.73%
 
Unchanged Positions :
7
 7,329
 7.23%
 
Decreased Positions :
2
-80,045
-78.93%
 
Closed Positions :
7
-27,909
-27.52%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   GOFEN & GLOSSBERG LLC /IL/ 101 - 2022-12-31 38,042 $8,755,000 -2,776
   CLS INVESTMENT FIRM LLC 511 - 2022-12-31 7,882 $1,814,000 -265
   Perpetual Investment Management Limited 94 - 2022-12-31 5,318 $1,224,000 2,619
   Alpha Paradigm Partners LLC 267 - 2022-12-31 1,206 $278,000 0
   ALLSTATE INVESTMENT MANAGEMENT CO 556 *New 2022-12-31 1,201 $276,000 1,201
   SEEYOND 558 - 2022-12-31 452 $104,000 1
   TRUSTCORE FINANCIAL SERVICES LLC 664 - 2022-12-31 60 $14,000 -101
   KINGSWOOD WEALTH ADVISORS LLC 622 - 2023-12-31 70,006 $2,000 20,006
   BP WEALTH MANAGEMENT LLC 855 - 2023-12-31 24,033 $1,000 -79,142
   MEEDER ASSET MANAGEMENT INC - 2023-12-31 798 $0 0
   AMERIVEST INVESTMENT MANAGEMENT LLC 551 *Closed 2023-06-30 0 $0 -6
   PROEQUITIES INC. 3424 - 2023-12-31 8 $0 0
   AlphaCrest Capital Management LLC 224 *Closed 2022-12-31 0 $0 -2,814
   CIM LLC 173 *Closed 2023-12-31 0 $0 -30,341
   HERITAGE WEALTH MANAGEMENT LLC 340 *Closed 2023-12-31 0 $0 -26
   Pacer Advisors Inc. 1337 - 2023-12-31 143 $0 0
   ENDURANCE WEALTH MANAGEMENT, INC. 653 *Closed 2023-06-30 0 $0 -165
   TUCKER ASSET MANAGEMENT LLC 1002 - 2023-12-31 1,351 $0 0
   Taikang Asset Management (Hong Kong) Co Ltd 73 *Closed 2023-12-31 0 $0 -25,314
   ZRC WEALTH MANAGEMENT LLC 424 *Closed 2023-12-31 0 $0 -500
   Accent Capital Management LLC 186 - 2023-12-31 1,100 $0 0
   YorkBridge Wealth Partners LLC 284 *Closed 2022-12-31 0 $0 -596
   STONNINGTON GROUP LLC 239 *Closed 2023-03-31 0 $0 -2,500
   HighPoint Advisor Group LLC 732 *Closed 2023-12-31 0 $0 -1,411
   ETF MANAGERS GROUP LLC 736 *Closed 2023-03-31 0 $0 -1,271
   Systematic Alpha Investments LLC 309 *Closed 2023-12-31 0 $0 -1,470
   RESOURCES MANAGEMENT CORP /CT/ /ADV 447 *Closed 2023-12-31 0 $0 -559
   BARTLETT & CO. LLC 1243 - 2023-12-31 185 $0 0
   WEST OAK CAPITAL LLC 309 *Closed 2023-12-31 0 $0 -35
   Gifford Fong Associates 141 - 2023-12-31 6,000 $0 0
   HUNTINGTON NATIONAL BANK 3161 - 2023-12-31 2 $0 -903
   Front Row Advisors LLC 896 *Closed 2023-12-31 0 $0 -5
   Financial Synergies Wealth Advisors Inc. 564 *Closed 2024-03-31 0 $0 -17
   SITTNER & NELSON LLC 486 - 2023-12-31 10 $0 0
   FSA Wealth Management LLC 600 *New 2023-12-31 45 $0 45
   BARTLETT & CO. WEALTH MANAGEMENT LLC 1245 - 2023-12-31 185 $0 0

  36 Records found
  1    
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