Appleton Partners Inc Silvercrest Asset Management Group Inc. Transaction History
Appleton Partners Inc
- $1.49 Billion
- Q3 2025
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 $438,036. This represents 0.03% of its overall portfolio holdings.
Number of Shares
31,650
Previous 31,650
-0.0%
Holding current value
$438,036
Previous $502,000
0.8%
% of portfolio
0.03%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding SAMG
# of Institutions
94Shares Held
5.11MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY708KShares$9.8 Million0.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA538KShares$7.45 Million0.0% of portfolio
-
Royce & Associates LP385KShares$5.33 Million0.06% of portfolio
-
Keeley Teton Advisors, LLC Chicago, IL213KShares$2.95 Million0.46% of portfolio
-
Dimensional Fund Advisors LP Austin, TX213KShares$2.95 Million0.0% 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 $137M
- 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...