Institutional shares held 14.5 Million
0 calls
0 puts
Total value of holdings $482M
$0 calls
$0 puts
# of Institutions 37


Latest Institutional Activity in SEIV

Top Purchases

Q3 2024
Stewardship Advisors, LLC Shares Held: 11.8K ($392K)
Q3 2024
Advisor Net Financial, Inc Shares Held: 2.52K ($83.9K)
Q3 2024
Cwm, LLC Shares Held: 748 ($24.9K)
Q3 2024
Concourse Financial Group Securities, Inc. Shares Held: 0 ($0)
Q2 2024
Advisor Group Holdings, Inc. Shares Held: 90.7K ($3.01M)

Top Sells

Q3 2024
Hart & Patterson Financial Group LLC Shares Held: 253K ($8.41M)
Q3 2024
Perigon Wealth Management, LLC Shares Held: 31.2K ($1.04M)
Q3 2024
Accurate Wealth Management, LLC Shares Held: 7.23K ($240K)
Q3 2024
Private Advisor Group, LLC Shares Held: 11K ($366K)
Q2 2024
Sei Investments CO Shares Held: 13M ($433M)

About SEIV

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