A detailed history of Charles Schwab Investment Management Inc transactions in Silvercrest Asset Management Group Inc. stock. As of the latest transaction made, Charles Schwab Investment Management Inc holds 24,961 shares of SAMG stock, worth $460,780. This represents 0.0% of its overall portfolio holdings.

Number of Shares
24,961
Previous 24,977 0.06%
Holding current value
$460,780
Previous $389,000 10.54%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 12, 2024

SELL
$14.71 - $17.73 $235 - $283
-16 Reduced 0.06%
24,961 $430,000
Q4 2023

Feb 06, 2024

SELL
$15.58 - $17.8 $24,569 - $28,070
-1,577 Reduced 5.94%
24,977 $424,000
Q3 2023

Nov 08, 2023

BUY
$15.87 - $22.39 $24,233 - $34,189
1,527 Added 6.1%
26,554 $421,000
Q2 2023

Aug 09, 2023

BUY
$17.54 - $20.95 $1,859 - $2,220
106 Added 0.43%
25,027 $506,000
Q4 2022

Feb 13, 2023

SELL
$16.18 - $19.48 $1,682 - $2,025
-104 Reduced 0.42%
24,921 $467,000
Q3 2022

Nov 14, 2022

BUY
$16.3 - $19.94 $521 - $638
32 Added 0.13%
25,025 $410,000
Q2 2022

Aug 15, 2022

BUY
$16.41 - $22.54 $410,135 - $563,342
24,993 New
24,993 $411,000
Q2 2021

Aug 16, 2021

SELL
$13.51 - $17.34 $320,335 - $411,148
-23,711 Closed
0 $0
Q2 2020

Aug 14, 2020

BUY
$8.62 - $13.49 $23,825 - $37,286
2,764 Added 13.2%
23,711 $302,000
Q2 2019

Aug 09, 2019

BUY
$12.97 - $15.0 $27,677 - $32,010
2,134 Added 11.34%
20,947 $294,000
Q1 2019

May 14, 2019

BUY
$12.51 - $15.87 $40,194 - $50,990
3,213 Added 20.6%
18,813 $269,000
Q2 2018

Aug 08, 2018

BUY
$15.15 - $17.25 $236,340 - $269,100
15,600 New
15,600 $255,000

Others Institutions Holding SAMG

About Silvercrest Asset Management Group Inc.


  • Ticker SAMG
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 9,911,460
  • Market Cap $183M
  • 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...
More about SAMG
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