A detailed history of Concurrent Investment Advisors, LLC transactions in Sei Investments CO stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 5,195 shares of SEIC stock, worth $428,275. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,195
Previous 5,843 11.09%
Holding current value
$428,275
Previous $378 Million 4.92%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024

SELL
$63.1 - $69.83 $40,888 - $45,249
-648 Reduced 11.09%
5,195 $359 Million
Q2 2024

Jul 30, 2024

BUY
$64.34 - $70.99 $49,155 - $54,236
764 Added 15.04%
5,843 $378 Million
Q1 2024

May 07, 2024

BUY
$62.21 - $72.02 $315,964 - $365,789
5,079 New
5,079 $365 Million

Others Institutions Holding SEIC

About SEI INVESTMENTS CO


  • Ticker SEIC
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 134,828,000
  • Market Cap $11.1B
  • Description
  • SEI Investments Company is a publicly owned asset management holding company. Through its subsidiaries, the firm provides wealth management, retirement and investment solutions, asset management, asset administration, investment processing outsourcing solutions, financial services, and investment advisory services to its clients. It provides its...
More about SEIC
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