Skip to main content

Silvergate Capital Corp

SICPDelisted May 11, 2023
Industry
State Commercial Banks
SEC CIK
0001312109

Silvergate Capital Corp was delisted on May 11, 2023; its insiders filed their last Form 4 on Nov 21, 2023; 112 institutions reported holding it in 13F filings for Q1 2023, worth $16.1M in total; no superinvestor held it.

13F holders, Q1 2022

Institutional positions in Silvergate Capital Corp as of Mar 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
291
+3 vs. Q4 2021
Shares held
24.6M
+1.74M (+7.6%) vs. Q4 2021
Total value
$3.70B
+$313.7M (+9.3%) vs. Q4 2021
New holders
64
122 more added
Sold out
61
76 more reduced

3 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting SICP on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2022: 291 institutions
Q1 2021: 216 institutionsQ2 2021: 234 institutionsQ3 2021: 256 institutionsQ4 2021: 291 institutionsQ1 2022: 291 institutionsQ2 2022: 259 institutionsQ3 2022: 268 institutionsQ4 2022: 222 institutionsQ1 2023: 112 institutionsQ2 2023: 18 institutionsQ3 2023: 5 institutionsQ4 2023: 5 institutionsQ1 2024: 3 institutionsQ2 2024: 3 institutionsQ3 2024: 2 institutionsQ4 2024: 2 institutionsQ1 2025: 1 institutionQ2 2025: 2 institutionsQ3 2025: 2 institutionsQ4 2025: 1 institutionQ1 2026: 4 institutionsQ2 2026: 3 institutions
Value heldQ1 2022: $3.70B
Q1 2021: $2.49BQ2 2021: $2.23BQ3 2021: $2.45BQ4 2021: $3.39BQ1 2022: $3.70BQ2 2022: $1.34BQ3 2022: $1.87BQ4 2022: $539.2MQ1 2023: $16.1MQ2 2023: $299.5KQ3 2023: $53Q4 2023: $1.04KQ1 2024: $41Q2 2024: $617Q3 2024: $124Q4 2024: $62Q1 2025: $13Q2 2025: $632Q3 2025: $569Q4 2025: $11Q1 2026: $390Q2 2026: $484
Institutions holding SICP and their total value by quarter
QuarterHoldersValue
Q2 20263$484
Q1 20264$390
Q4 20251$11
Q3 20252$569
Q2 20252$632
Q1 20251$13
Q4 20242$62
Q3 20242$124
Q2 20243$617
Q1 20243$41
Q4 20235$1.04K
Q3 20235$53
Q2 202318$299.5K
Q1 2023112$16.1M
Q4 2022222$539.2M
Q3 2022268$1.87B
Q2 2022259$1.34B
Q1 2022291$3.70B
Q4 2021291$3.39B
Q3 2021256$2.45B
Q2 2021234$2.23B
Q1 2021216$2.49B

Institutions, Q1 2022

Shares, value and share of portfolio for each institution holding Silvergate Capital Corp; share changes are against Q4 2021.

Institutions holding SICP in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Charter Oak Capital Management, LLC60$00.00%00.0%Unchanged
Lazard Asset Management LLC6$00.00%+6New
Capital Advisors, Ltd. LLC2$00.00%+2New
Retirement Group, LLC1$00.00%+1New
Financial Perspectives, Inc4$6020.00%00.0%Unchanged
Harvest Fund Management Co., Ltd11$1.00K0.00%−111−91.0%Reduced
Quadrant Capital Group LLC5$1.00K0.00%−50−90.9%Reduced
Ellevest, Inc.5$1.00K0.00%00.0%Unchanged
Covestor Ltd5$1.00K0.00%+1+25.0%Added
Barclays PLC7$1.00K0.00%+7New
Glassman Wealth Services9$1.00K0.00%+9New
Fortitude Advisory Group L.L.C.8$1.00K0.00%+8New
Roble, Belko & Company, Inc13$2.00K0.00%00.0%Unchanged
Sargent Bickham Lagudis LLC20$3.00K0.00%+20New
Investors Research Corp25$4.00K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC24$4.00K0.00%00.0%Unchanged
Money Concepts Capital Corp25$4.00K0.00%+25New
Cypress Capital Management LLC (WY)35$5.00K0.01%−15−30.0%Reduced
Tradewinds Capital Management, LLC30$5.00K0.00%00.0%Unchanged
TSFG, LLC30$5.00K0.00%00.0%Unchanged
Lindbrook Capital, LLC35$5.00K0.00%+35New
Global Retirement Partners, LLC92$6.00K0.00%+92New
Lansing Street Advisors50$6.00K0.00%+50New
American Portfolios Advisors42$6.32K0.00%−90−68.2%Reduced
Allworth Financial LP54$8.00K0.00%+2+3.8%Added
TCI Wealth Advisors, Inc.63$9.00K0.00%+23+57.5%Added
Financial Management Professionals, Inc.75$11.0K0.00%−237−76.0%Reduced
Toth Financial Advisory Corp70$11.0K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC78$12.0K0.01%+78New
BDO Wealth Advisors, LLC80$12.0K0.00%+80New
Baystate Wealth Management LLC100$15.0K0.00%00.0%Unchanged
Fifth Third Bancorp100$15.0K0.00%+100New
Creative Planning102$15.0K0.00%+102New
Institutional & Family Asset Management, LLC100$15.0K0.00%+100New
Aquatic Capital Management LLC100$15.0K0.02%+100New
Oliver Lagore Vanvalin Investment Group100$15.0K0.01%+100New
CWM, LLC118$18.0K0.00%+9+8.3%Added
IFP Advisors, Inc741$21.0K0.00%+453+157.3%Added
RPg Family Wealth Advisory, LLC150$22.6K0.01%00.0%Unchanged
GPS Wealth Strategies Group, LLC200$30.0K0.01%+200New
Riggs Asset Managment Co. Inc.204$31.0K0.01%+22+12.1%Added
Newbridge Financial Services Group, Inc.225$34.0K0.02%+175+350.0%Added
Surevest, LLC250$38.0K0.01%+250New
Whittier Trust Co of Nevada Inc324$49.0K0.00%+324New
Parallel Advisors, LLC343$52.0K0.00%+329+2,350.0%Added
Signaturefd, LLC350$53.0K0.00%+323+1,196.3%Added
National Bank of Canada395$59.0K0.00%00.0%Unchanged
Prospera Financial Services Inc466$70.0K0.00%+466New
State of Wyoming525$79.0K0.04%+525New
Steward Partners Investment Advisory, LLC640$96.0K0.00%−1,137−64.0%Reduced
Nisa Investment Advisors, LLC741$112.0K0.00%+541+270.5%Added
PEAK6 Investments LLC867$131.0K0.00%−4,832−84.8%Reduced
Macquarie Group Ltd871$131.0K0.00%+596+216.7%Added
Captrust Financial Advisors885$133.0K0.00%+659+291.6%Added
Larson Financial Group LLC1,035$156.0K0.02%+67+6.9%Added
Parallax Volatility Advisers, L.P.1,162$175.0K0.00%+1,162New
Harbor Investment Advisory, LLC1,300$196.0K0.03%00.0%Unchanged
Exane Derivatives1,325$199.5K0.06%−151−10.2%Reduced
United Capital Financial Advisers, LLC1,356$204.0K0.00%+1,356New
Morse Asset Management, Inc1,400$211.0K0.05%−401−22.3%Reduced
Whittier Trust Co1,472$222.0K0.00%+1,387+1,631.8%Added
Independent Financial Group, LLC1,499$225.7K0.02%+1,499New
Stephens Inc1,503$226.0K0.00%+270+21.9%Added
Gamco Investors, Inc. Et Al1,500$226.0K0.00%+1,500New
Xponance, Inc.1,533$231.0K0.00%+1,533New
Spire Wealth Management1,538$232.0K0.01%−6,333−80.5%Reduced
Mackenzie Financial Corp1,550$233.0K0.00%+1,550New
Brookstone Capital Management1,938$239.0K0.00%+277+16.7%Added
STRS Ohio1,600$240.0K0.00%00.0%Unchanged
Winton Group Ltd1,612$243.0K0.01%+51+3.3%Added
Metropolitan Life Insurance Co1,771$266.7K0.01%−5,114−74.3%Reduced
LGT Fund Management Co Ltd.1,800$269.0K0.04%00.0%Unchanged
Pictet Asset Management SA1,877$283.0K0.00%00.0%Unchanged
Leonteq Securities AG1,961$295.3K0.01%−5,122−72.3%Reduced
Shell Asset Management Co1,964$296.0K0.01%−290−12.9%Reduced
Truist Financial Corp1,990$300.0K0.00%−107−5.1%Reduced
Pathstone Family Office, LLC2,000$301.0K0.01%00.0%Unchanged
Yorktown Management & Research Co Inc2,014$303.0K0.26%+449+28.7%Added
NinePointTwo Capital2,057$309.0K0.08%+2,057New
Banque Cantonale Vaudoise2,094$315.0K0.01%−7−0.3%Reduced
Ameritas Investment Partners, Inc.2,146$323.0K0.01%00.0%Unchanged
Mason & Associates Inc2,152$324.0K0.10%+718+50.1%Added
NFJ Investment Group, LLC2,173$328.0K0.01%−324−13.0%Reduced
Engineers Gate Manager LP2,185$329.0K0.01%+2,185New
Raymond James Financial Services Advisors, Inc.2,196$331.0K0.00%+731+49.9%Added
Kessler Investment Group, LLC2,206$332.0K0.19%+910+70.2%Added
Gladstone Institutional Advisory LLC2,216$334.0K0.02%+2,216New
San Luis Wealth Advisors LLC2,277$337.0K0.16%00.0%Unchanged
Virtu Financial LLC2,299$346.0K0.03%+2,299New
Moors & Cabot, Inc.2,435$367.0K0.02%+2,435New
HSBC Holdings PLC2,496$375.0K0.00%−268−9.7%Reduced
Gotham Asset Management, LLC2,488$375.0K0.01%+2,488New
The PNC Financial Services Group, Inc.2,593$391.0K0.00%+912+54.3%Added
Diversified Trust Co2,652$399.0K0.01%−94−3.4%Reduced
Cambridge Investment Research Advisors, Inc.2,664$401.0K0.00%−3,509−56.8%Reduced
First Republic Investment Management, Inc.2,695$406.0K0.00%−179,528−98.5%Reduced
Crossmark Global Holdings, Inc.2,709$408.0K0.01%+770+39.7%Added
Tower Research Capital LLC (TRC)2,733$411.0K0.00%+1,184+76.4%Added
TownSquare Capital, LLC2,762$416.0K0.01%+1,075+63.7%Added
Laidlaw Wealth Management LLC2,790$420.0K0.07%00.0%Unchanged