Purchases and Sales Made in Q3 2025 in Sei Exchange Traded Fds Enhanc (SEIV)
This table provides information about the institutional ownership of Sei Exchange Traded Fds Enhanc (SEIV) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
48.8K+ 18.14% |
$1.73M - $1.9M
|
318K
$12.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
45.7K+ 18.23% |
$1.62M - $1.78M
|
296K
$11.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
33.6KNew |
$1.19M - $1.31M
|
33.6K
$1.34M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
23K+ 27.85% |
$815K - $896K
|
106K
$4.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
22K+ 26.42% |
$779K - $857K
|
105K
$4.19M
|
|
|
Oct 16, 2025
Q3 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
21.9K+ 22.33% |
$775K - $852K
|
120K
$4.77M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
20.2KNew |
$716K - $787K
|
20.2K
$804K
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
16.3K+ 31.72% |
$576K - $633K
|
67.5K
$2.69M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
13.9K+ 30.17% |
$493K - $542K
|
60.1K
$2.39M
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
13.8KNew |
$487K - $536K
|
13.8K
$547K
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
8.63K+ 16.55% |
$305K - $336K
|
60.8K
$2.42M
|
|
|
Oct 29, 2025
Q3 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
6.66K+ 39.27% |
$236K - $259K
|
23.6K
$940K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.58K+ 19.9% |
$198K - $217K
|
33.6K
$1.34M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.74K+ 61.56% |
$168K - $184K
|
12.4K
$494K
|
|
|
Nov 06, 2025
Q3 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
3.26K+ 19.93% |
$115K - $127K
|
19.6K
$780K
|
|
|
Nov 07, 2025
Q3 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
2.88K+ 8.84% |
$102K - $112K
|
35.5K
$1.41M
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
2.52K+ 11.03% |
$89.3K - $98.1K
|
25.4K
$1.01M
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.3K+ 21.46% |
$46K - $50.6K
|
7.36K
$293K
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.25K+ 20.42% |
$44.3K - $48.7K
|
7.38K
$293K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
845+ 18.64% |
$29.9K - $32.9K
|
5.38K
$214K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
322+ 46.87% |
$11.4K - $12.5K
|
1.01K
$40.1K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
186+ 41.52% |
$6.59K - $7.24K
|
634
$25.2K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
94New |
$3.33K - $3.66K
|
94
$3.74K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
SELL
|
- |
-5- 5.38% |
$177 - $195
|
88
$3.5K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-209- 37.39% |
$7.4K - $8.14K
|
350
$13.9K
|
|
|
Nov 06, 2025
Q3 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-7.8K- 91.51% |
$276K - $304K
|
724
$28.8K
|