Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / COM
-
Total 13F shares
-
196,646
-
Share change
-
-465,345
-
Total reported value
-
$101,730
-
Price per share
-
$0.52
-
Number of holders
-
16
-
Value change
-
-$1,595,239
-
Number of buys
-
2
-
Number of sells
-
57
Institutional Holders of SVB FINANCIAL GROUP - COM (SIVB) as of Q2 2023
As of 30 Jun 2023,
SVB FINANCIAL GROUP - COM (SIVB) was held by
16 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
196,646 shares.
The largest 10 holders included
SVB WEALTH LLC, Douglas Lane & Associates, LLC, Gifford Fong Associates, Spire Wealth Management, TUCKER ASSET MANAGEMENT LLC, HUNTINGTON NATIONAL BANK, MEEDER ASSET MANAGEMENT INC, CONCOURSE FINANCIAL GROUP SECURITIES, INC., ZRC WEALTH MANAGEMENT, LLC, and BARTLETT & CO. WEALTH MANAGEMENT LLC.
This page lists
16
institutional shareholders reporting positions in this security
for the Q2 2023 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.