Appleton Partners Inc Silvercrest Asset Management Group Inc. Transaction History
Appleton Partners Inc
- $1.41 Billion
- Q2 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 $525,390. This represents 0.04% of its overall portfolio holdings.
Number of Shares
31,650
Previous 31,650
-0.0%
Holding current value
$525,390
Previous $518,000
3.09%
% of portfolio
0.04%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding SAMG
# of Institutions
85Shares Held
6.04MCall Options Held
100Put Options Held
0-
Long Path Partners LP Stamford, CT910KShares$15.1 Million7.49% of portfolio
-
Black Rock Inc. New York, NY708KShares$11.7 Million0.0% of portfolio
-
Royce & Associates LP573KShares$9.52 Million0.11% of portfolio
-
Vanguard Group Inc Valley Forge, PA552KShares$9.16 Million0.0% of portfolio
-
Punch & Associates Investment Management, Inc. Edina, MN229KShares$3.8 Million0.27% 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 $165M
- 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...