Purchases and Sales Made in Q2 2024 in Sei Exchange Traded Fds Enhanc (SEIV)
This table provides information about the institutional ownership of Sei Exchange Traded Fds Enhanc (SEIV) during Q2 2024. 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 |
---|---|---|---|---|---|---|---|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
74.1K+ 446.23% |
$2.17M - $2.32M
|
90.7K
$3.17M
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
41.5KNew |
$1.21M - $1.3M
|
41.5K
$1.45M
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
17.9KNew |
$523K - $560K
|
17.9K
$625K
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
15.6KNew |
$456K - $489K
|
15.6K
$546K
|
|
Jul 18, 2024
Q2 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
13.3K+ 69.78% |
$389K - $417K
|
32.4K
$1.13M
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.82KNew |
$258K - $276K
|
8.82K
$309K
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
4.03K+ 10.56% |
$118K - $126K
|
42.1K
$1.47M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.29K+ 33.01% |
$96.1K - $103K
|
13.2K
$463K
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.31K+ 25.26% |
$67.6K - $72.5K
|
11.5K
$401K
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.04K+ 4.98% |
$59.8K - $64.1K
|
43.1K
$1.51M
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.99K+ 3.47% |
$58.3K - $62.5K
|
59.5K
$2.08M
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.63K+ 20.96% |
$47.6K - $51K
|
9.39K
$328K
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
1.01KNew |
$29.5K - $31.6K
|
1.01K
$35.3K
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
500New |
$14.6K - $15.7K
|
500
$17.5K
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
391New |
$11.4K - $12.3K
|
391
$13.7K
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
376New |
$11K - $11.8K
|
376
$13.2K
|
|
Jul 17, 2024
Q2 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
262+ 3.46% |
$7.66K - $8.21K
|
7.84K
$274K
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
127+ 0.42% |
$3.71K - $3.98K
|
30.6K
$1.07M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
124New |
$3.63K - $3.89K
|
124
$4.34K
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.36% |
$58.5 - $62.7
|
554
$19.4K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-53- 16.11% |
$1.55K - $1.66K
|
276
$9.65K
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-64- 1.43% |
$1.87K - $2.01K
|
4.41K
$154K
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-403- 0.51% |
$11.8K - $12.6K
|
77.9K
$2.73M
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.85K- 5.48% |
$54.2K - $58.1K
|
32K
$1.12M
|
|
Jul 16, 2024
Q2 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-2.24K- 0.86% |
$65.4K - $70K
|
259K
$9.06M
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-2.93K- 20.96% |
$85.7K - $91.9K
|
11.1K
$387K
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-4.45K- 7.16% |
$130K - $139K
|
57.7K
$2.02M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.42K- 1.74% |
$158K - $170K
|
306K
$10.7M
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-7.12K- 2.34% |
$208K - $223K
|
297K
$10.4M
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-8.46K- 27.03% |
$247K - $265K
|
22.9K
$799K
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-14.1K- 61.87% |
$412K - $442K
|
8.69K
$304K
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-252K- 1.9% |
$7.37M - $7.9M
|
13M
$455M
|