A detailed history of Creative Planning transactions in Sei Investments CO stock. As of the latest transaction made, Creative Planning holds 8,086 shares of SEIC stock, worth $674,048. This represents 0.0% of its overall portfolio holdings.

Number of Shares
8,086
Previous 7,904 2.3%
Holding current value
$674,048
Previous $511,000 9.39%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 11, 2024

BUY
$63.1 - $69.83 $11,484 - $12,709
182 Added 2.3%
8,086 $559,000
Q2 2024

Aug 15, 2024

SELL
$64.34 - $70.99 $1,737 - $1,916
-27 Reduced 0.34%
7,904 $511,000
Q1 2024

May 10, 2024

BUY
$62.21 - $72.02 $47,963 - $55,527
771 Added 10.77%
7,931 $570,000
Q4 2023

Feb 14, 2024

SELL
$52.9 - $64.59 $106,223 - $129,696
-2,008 Reduced 21.9%
7,160 $455,000
Q3 2023

Nov 16, 2023

BUY
$59.0 - $64.08 $121,009 - $131,428
2,051 Added 28.82%
9,168 $552,000
Q2 2023

Jul 21, 2023

BUY
$56.5 - $59.62 $76,444 - $80,665
1,353 Added 23.47%
7,117 $424,000
Q1 2023

May 15, 2023

BUY
$54.8 - $64.25 $8,439 - $9,894
154 Added 2.75%
5,764 $331,000
Q4 2022

Feb 10, 2023

SELL
$47.36 - $63.16 $40,019 - $53,370
-845 Reduced 13.09%
5,610 $327,000
Q3 2022

Nov 03, 2022

BUY
$49.05 - $58.61 $81,913 - $97,878
1,670 Added 34.9%
6,455 $317,000
Q2 2022

Aug 15, 2022

BUY
$51.73 - $61.18 $3,258 - $3,854
63 Added 1.33%
4,785 $259,000
Q1 2022

May 16, 2022

SELL
$55.39 - $63.59 $645,348 - $740,887
-11,651 Reduced 71.16%
4,722 $284,000
Q4 2021

Feb 11, 2022

SELL
$58.31 - $64.89 $24,956 - $27,772
-428 Reduced 2.55%
16,373 $998,000
Q3 2021

Nov 10, 2021

BUY
$57.81 - $63.15 $756,790 - $826,696
13,091 Added 352.86%
16,801 $996,000
Q2 2021

Aug 04, 2021

SELL
$56.08 - $64.45 $37,910 - $43,568
-676 Reduced 15.41%
3,710 $230,000
Q1 2021

Apr 30, 2021

SELL
$52.85 - $61.81 $528 - $618
-10 Reduced 0.23%
4,386 $267,000
Q4 2020

Jan 29, 2021

SELL
$49.15 - $57.47 $7,913 - $9,252
-161 Reduced 3.53%
4,396 $253,000
Q3 2020

Nov 05, 2020

SELL
$49.63 - $58.37 $51,664 - $60,763
-1,041 Reduced 18.6%
4,557 $231,000
Q2 2020

Jul 23, 2020

SELL
$44.08 - $60.77 $30,371 - $41,870
-689 Reduced 10.96%
5,598 $308,000
Q1 2020

May 05, 2020

SELL
$36.59 - $69.24 $15,331 - $29,011
-419 Reduced 6.25%
6,287 $291,000
Q4 2019

Jan 30, 2020

SELL
$56.4 - $66.97 $10,998 - $13,059
-195 Reduced 2.83%
6,706 $439,000
Q3 2019

Nov 01, 2019

BUY
$55.38 - $60.9 $26,194 - $28,805
473 Added 7.36%
6,901 $409,000
Q2 2019

Jul 26, 2019

BUY
$50.25 - $58.34 $12,110 - $14,059
241 Added 3.9%
6,428 $361,000
Q1 2019

Apr 24, 2019

BUY
$44.41 - $52.9 $17,586 - $20,948
396 Added 6.84%
6,187 $323,000
Q4 2018

Feb 01, 2019

SELL
$42.83 - $60.47 $39,917 - $56,358
-932 Reduced 13.86%
5,791 $268,000
Q3 2018

Oct 25, 2018

SELL
$59.14 - $64.7 $24,483 - $26,785
-414 Reduced 5.8%
6,723 $411,000
Q2 2018

Jul 20, 2018

SELL
$61.71 - $74.88 $44,184 - $53,614
-716 Reduced 9.12%
7,137 $446,000
Q1 2018

Apr 18, 2018

SELL
$68.82 - $77.7 $16,792 - $18,958
-244 Reduced 3.01%
7,853 $588,000
Q4 2017

Jan 17, 2018

SELL
$61.46 - $72.07 $39,150 - $45,908
-637 Reduced 7.29%
8,097 $582,000
Q3 2017

Oct 17, 2017

BUY
$55.46 - $61.51 $484,387 - $537,228
8,734
8,734 $533,000

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 $11.2B
  • 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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