Clearstead Advisors, LLC Silvercrest Asset Management Group Inc. Transaction History
Clearstead Advisors, LLC
- $6.31 Billion
- Q3 2024
A detailed history of Clearstead Advisors, LLC transactions in Silvercrest Asset Management Group Inc. stock. As of the latest transaction made, Clearstead Advisors, LLC holds 22,177 shares of SAMG stock, worth $404,064. This represents 0.01% of its overall portfolio holdings.
Number of Shares
22,177
Previous 12,796
73.31%
Holding current value
$404,064
Previous $199,000
91.96%
% of portfolio
0.01%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SAMG
# of Institutions
81Shares Held
6.33MCall Options Held
500Put Options Held
0-
Long Path Partners LP Stamford, CT941KShares$17.1 Million6.95% of portfolio
-
Black Rock Inc. New York, NY708KShares$12.9 Million0.0% of portfolio
-
Royce & Associates LP586KShares$10.7 Million0.1% of portfolio
-
Vanguard Group Inc Valley Forge, PA518KShares$9.43 Million0.0% of portfolio
-
Punch & Associates Investment Management, Inc. Edina, MN454KShares$8.26 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 $181M
- 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...