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Get Institutions for : 
SVB Financial Group (SIVB)  
$0.05 0.00 (0.00%) as of 4:30 Tue 4/23


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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 (25%)  




 
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
   AMERIVEST INVESTMENT MANAGEMENT LLC 551 *Closed 2023-06-30 0 $0 -6
   AlphaCrest Capital Management LLC 224 *Closed 2022-12-31 0 $0 -2,814
   CIM LLC 173 *Closed 2023-12-31 0 $0 -30,341
   ENDURANCE WEALTH MANAGEMENT, INC. 653 *Closed 2023-06-30 0 $0 -165
   Taikang Asset Management (Hong Kong) Co Ltd 73 *Closed 2023-12-31 0 $0 -25,314
   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
   KINGSWOOD WEALTH ADVISORS LLC 710 *Closed 2024-03-31 0 $0 -70,006
   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

  14 Records found
  1    
  Page 1 of 1
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