Institutional shares held 14.1 Million
0 calls
0 puts
Total value of holdings $481M
$0 calls
$0 puts
# of Institutions 47


Latest Institutional Activity in SEIV

Top Purchases

Q1 2025
Geneos Wealth Management Inc. Shares Held: 109K ($3.7M)
Q1 2025
Merit Financial Group, LLC Shares Held: 78K ($2.65M)
Q1 2025
Marks Group Wealth Management, Inc Shares Held: 42.6K ($1.45M)
Q1 2025
Diversified Enterprises, LLC Shares Held: 19.7K ($671K)
Q1 2025
S&T Bank Shares Held: 11.4K ($387K)

Top Sells

Q1 2025
Sei Investments CO Shares Held: 12.3M ($419M)
Q1 2025
Truist Financial Corp Shares Held: 251K ($8.55M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 269K ($9.17M)
Q1 2025
Cahill Financial Advisors Inc Shares Held: 58.8K ($2M)
Q1 2025
Whipplewood Advisors, LLC Shares Held: 610 ($20.8K)

About SEIV

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