A detailed history of Advisor Os, LLC transactions in Sei Investments CO stock. As of the latest transaction made, Advisor Os, LLC holds 5,356 shares of SEIC stock, worth $436,888. This represents 0.04% of its overall portfolio holdings.

Number of Shares
5,356
Previous 6,322 15.28%
Holding current value
$436,888
Previous $568,000 20.07%
% of portfolio
0.04%
Previous 0.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025

SELL
$84.85 - $93.8 $81,965 - $90,610
-966 Reduced 15.28%
5,356 $454,000
Q2 2025

Aug 14, 2025

BUY
$66.45 - $89.86 $12,691 - $17,163
191 Added 3.12%
6,322 $568,000
Q1 2025

May 06, 2025

BUY
$72.08 - $86.58 $74,098 - $89,004
1,028 Added 20.15%
6,131 $475,000
Q4 2024

Feb 04, 2025

BUY
$69.36 - $86.58 $353,944 - $441,817
5,103 New
5,103 $420,000

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 $11B
  • 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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