Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / COM
-
Total 13F shares
-
158,537
-
Share change
-
-32,109
-
Total reported value
-
$14,272
-
Price per share
-
$0.09
-
Number of holders
-
10
-
Value change
-
-$38,561
-
Number of buys
-
2
-
Number of sells
-
9
Institutional Holders of SVB FINANCIAL GROUP - COM (SIVB) as of Q3 2023
As of 30 Sep 2023,
SVB FINANCIAL GROUP - COM (SIVB) was held by
10 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
158,537 shares.
The largest 10 holders included
SVB WEALTH LLC, KINGSWOOD WEALTH ADVISORS, LLC, Systematic Alpha Investments, LLC, TUCKER ASSET MANAGEMENT LLC, HUNTINGTON NATIONAL BANK, MEEDER ASSET MANAGEMENT INC, ZRC WEALTH MANAGEMENT, LLC, BARTLETT & CO. WEALTH MANAGEMENT LLC, Pacer Advisors, Inc., and SITTNER & NELSON, LLC.
This page lists
10
institutional shareholders reporting positions in this security
for the Q3 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.