Institutional shares held 12.7 Million
0 calls
0 puts
Total value of holdings $555M
$0 calls
$0 puts
# of Institutions 53


Latest Institutional Activity in SEIM

Top Purchases

Q2 2025
S&T Bank Shares Held: 180K ($7.87M)
Q2 2025
Summit Wealth Group LLC / CO Shares Held: 152K ($6.65M)
Q2 2025
Sei Investments CO Shares Held: 10.7M ($468M)
Q2 2025
One Ascent Financial Services LLC Shares Held: 77.9K ($3.4M)
Q2 2025
Atria Investments LLC Shares Held: 76.7K ($3.35M)

Top Sells

Q2 2025
Meriwether Wealth & Planning, LLC Shares Held: 14.5K ($633K)
Q2 2025
Advisor Group Holdings, Inc. Shares Held: 5.67K ($247K)
Q2 2025
Citadel Advisors LLC Shares Held: 5.89K ($257K)
Q2 2025
Cahill Financial Advisors Inc Shares Held: 45.3K ($1.98M)
Q2 2025
Envestnet Asset Management Inc Shares Held: 233K ($10.2M)

About SEIM

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