A detailed history of Baker Tilly Wealth Management, LLC transactions in Sei Investments CO stock. As of the latest transaction made, Baker Tilly Wealth Management, LLC holds 5,537 shares of SEIC stock, worth $471,309. This represents 0.17% of its overall portfolio holdings.

Number of Shares
5,537
Previous 4,521 22.47%
Holding current value
$471,309
Previous $292,000 31.16%
% of portfolio
0.17%
Previous 0.12%

Shares

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

Oct 24, 2024

BUY
$63.1 - $69.83 $64,109 - $70,947
1,016 Added 22.47%
5,537 $383,000
Q2 2024

Jul 18, 2024

SELL
$64.34 - $70.99 $139,939 - $154,403
-2,175 Reduced 32.48%
4,521 $292,000
Q1 2024

May 09, 2024

BUY
$62.21 - $72.02 $4,479 - $5,185
72 Added 1.09%
6,696 $481,000
Q4 2023

Jan 10, 2024

SELL
$52.9 - $64.59 $99,822 - $121,881
-1,887 Reduced 22.17%
6,624 $420,000
Q3 2023

Oct 10, 2023

SELL
$59.0 - $64.08 $1.04 Million - $1.13 Million
-17,640 Reduced 67.45%
8,511 $512,000
Q2 2023

Jul 20, 2023

BUY
$56.5 - $59.62 $48,533 - $51,213
859 Added 3.4%
26,151 $1.56 Million
Q1 2023

Apr 12, 2023

BUY
$54.8 - $64.25 $91,516 - $107,297
1,670 Added 7.07%
25,292 $1.46 Million
Q4 2022

Jan 26, 2023

BUY
$47.36 - $63.16 $252,570 - $336,832
5,333 Added 29.16%
23,622 $0
Q3 2022

Oct 20, 2022

SELL
$49.05 - $58.61 $50,374 - $60,192
-1,027 Reduced 5.32%
18,289 $897,000
Q2 2022

Jul 28, 2022

BUY
$51.73 - $61.18 $103,511 - $122,421
2,001 Added 11.56%
19,316 $1.04 Million
Q1 2022

Apr 27, 2022

BUY
$55.39 - $63.59 $173,869 - $199,609
3,139 Added 22.14%
17,315 $1.04 Million
Q4 2021

Feb 08, 2022

BUY
$58.31 - $64.89 $133,005 - $148,014
2,281 Added 19.18%
14,176 $864,000
Q3 2021

Nov 02, 2021

BUY
$57.81 - $63.15 $139,668 - $152,570
2,416 Added 25.49%
11,895 $705,000
Q2 2021

Jul 30, 2021

BUY
$56.08 - $64.45 $53,500 - $61,485
954 Added 11.19%
9,479 $587,000
Q1 2021

Apr 28, 2021

BUY
$52.85 - $61.81 $450,546 - $526,930
8,525 New
8,525 $519,000

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 $11.5B
  • 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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