Appleton Partners Inc Silvercrest Asset Management Group Inc. Transaction History
Appleton Partners Inc
- $1.35 Billion
- Q4 2024
A detailed history of Appleton Partners Inc transactions in Silvercrest Asset Management Group Inc. stock. As of the latest transaction made, Appleton Partners Inc holds 31,650 shares of SAMG stock, worth $517,794. This represents 0.04% of its overall portfolio holdings.
Number of Shares
31,650
Previous 31,650
-0.0%
Holding current value
$517,794
Previous $546,000
6.59%
% of portfolio
0.04%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding SAMG
# of Institutions
76Shares Held
6.29MCall Options Held
0Put Options Held
0-
Long Path Partners LP Stamford, CT941KShares$15.4 Million7.0% of portfolio
-
Black Rock Inc. New York, NY708KShares$11.6 Million0.0% of portfolio
-
Royce & Associates LP580KShares$9.49 Million0.1% of portfolio
-
Vanguard Group Inc Valley Forge, PA553KShares$9.05 Million0.0% of portfolio
-
Punch & Associates Investment Management, Inc. Edina, MN430KShares$7.03 Million0.47% of portfolio
About Silvercrest Asset Management Group Inc.
- Ticker SAMG
- Exchange NASDAQ
- Sector Financial Services
- Industry Asset Management
- Shares Outstandng 9,911,460
- Market Cap $162M
- Description
- Silvercrest Asset Management Group Inc., a wealth management firm, provides financial advisory and related family office services in the United States. The company serves ultra-high net worth individuals and families, as well as their trusts; endowments; foundations; and other institutional investors. It also manages funds of funds and other inv...