Purchases and Sales Made in Q1 2025 in Sei Exchange Traded Fds Enhanc (SEIV)
This table provides information about the institutional ownership of Sei Exchange Traded Fds Enhanc (SEIV) during Q1 2025. The information is specifically focused on institutions that hold shares of SEI EXCHANGE TRADED FDS ENHANC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
109KNew |
$3.44M - $3.77M
|
109K
$3.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
78KNew |
$2.47M - $2.71M
|
78K
$2.65M
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
42.6KNew |
$1.35M - $1.48M
|
42.6K
$1.45M
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
19.7KNew |
$624K - $685K
|
19.7K
$671K
|
|
|
May 15, 2025
Q1 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
11.4KNew |
$360K - $395K
|
11.4K
$387K
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
11.1KNew |
$351K - $384K
|
11.1K
$377K
|
|
|
Apr 25, 2025
Q1 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
10.9K+ 12.24% |
$345K - $379K
|
100K
$3.41M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.98K+ 98.79% |
$316K - $347K
|
20.1K
$684K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.88K+ 149.34% |
$313K - $343K
|
16.5K
$562K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.7KNew |
$275K - $302K
|
8.7K
$296K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
7.01KNew |
$222K - $244K
|
7.01K
$239K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.97K+ 8.14% |
$189K - $207K
|
79.3K
$2.7M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
5.31K+ 47.96% |
$168K - $184K
|
16.4K
$558K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
5.24K+ 12.07% |
$166K - $182K
|
48.7K
$1.66M
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
4.47KNew |
$142K - $155K
|
4.47K
$152K
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
2.43K+ 17.34% |
$77K - $84.5K
|
16.5K
$560K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
622+ 3.9% |
$19.7K - $21.6K
|
16.6K
$564K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
559New |
$17.7K - $19.4K
|
559
$19K
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
557New |
$17.6K - $19.3K
|
557
$19K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
463+ 4.05% |
$14.7K - $16.1K
|
11.9K
$405K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
298+ 0.62% |
$9.43K - $10.3K
|
48.7K
$1.66M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
216+ 15.06% |
$6.84K - $7.5K
|
1.65K
$56.2K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
169+ 43.22% |
$5.35K - $5.87K
|
560
$19.1K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
85New |
$2.69K - $2.95K
|
85
$2.89K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-147- 3.34% |
$4.65K - $5.11K
|
4.25K
$145K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-172- 0.53% |
$5.45K - $5.97K
|
32K
$1.09M
|
|
|
Apr 22, 2025
Q1 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-493- 1.51% |
$15.6K - $17.1K
|
32.1K
$1.09M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.37K- 4.63% |
$43.3K - $47.5K
|
28.1K
$958K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-2.49K- 34.44% |
$78.9K - $86.5K
|
4.74K
$161K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.5K- 4.88% |
$79.1K - $86.8K
|
48.7K
$1.66M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.96K- 6.1% |
$93.7K - $103K
|
45.6K
$1.55M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-6.4K- 15.19% |
$203K - $222K
|
35.8K
$1.22M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-7.62K- 92.59% |
$241K - $265K
|
610
$20.8K
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-8.41K- 12.51% |
$266K - $292K
|
58.8K
$2M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-12.2K- 4.34% |
$387K - $425K
|
269K
$9.17M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-14.5K- 5.46% |
$459K - $504K
|
251K
$8.55M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-32.9KClosed |
$1.04M - $1.14M
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-43K- 0.35% |
$1.36M - $1.49M
|
12.3M
$419M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-82.5K- 53.5% |
$2.61M - $2.86M
|
71.7K
$2.44M
|