A detailed history of Dimensional Fund Advisors LP transactions in Silvercrest Asset Management Group Inc. stock. As of the latest transaction made, Dimensional Fund Advisors LP holds 206,585 shares of SAMG stock, worth $3.78 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
206,585
Previous 206,376 0.1%
Holding current value
$3.78 Million
Previous $3.22 Million 10.69%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 07, 2024

BUY
$14.71 - $17.73 $3,074 - $3,705
209 Added 0.1%
206,585 $3.56 Million
Q2 2024

Aug 09, 2024

SELL
$14.14 - $15.94 $34,741 - $39,164
-2,457 Reduced 1.18%
206,376 $3.22 Million
Q1 2024

May 10, 2024

BUY
$14.8 - $17.62 $93,240 - $111,006
6,300 Added 3.11%
208,833 $3.3 Million
Q4 2023

Feb 07, 2024

BUY
$15.58 - $17.8 $200,483 - $229,050
12,868 Added 6.78%
202,533 $3.44 Million
Q3 2023

Nov 09, 2023

BUY
$15.87 - $22.39 $22,170 - $31,278
1,397 Added 0.74%
189,665 $3.01 Million
Q2 2023

Aug 09, 2023

BUY
$17.54 - $20.95 $86,577 - $103,409
4,936 Added 2.69%
188,268 $3.81 Million
Q1 2023

May 12, 2023

BUY
$15.57 - $20.14 $213,386 - $276,018
13,705 Added 8.08%
183,332 $3.33 Million
Q4 2022

Feb 09, 2023

SELL
$16.18 - $19.48 $52,196 - $62,842
-3,226 Reduced 1.87%
169,627 $3.18 Million
Q3 2022

Nov 10, 2022

BUY
$16.3 - $19.94 $46,308 - $56,649
2,841 Added 1.67%
172,853 $2.83 Million
Q2 2022

Aug 12, 2022

BUY
$16.41 - $22.54 $138,303 - $189,967
8,428 Added 5.22%
170,012 $2.79 Million
Q1 2022

May 13, 2022

BUY
$15.9 - $22.19 $82,155 - $114,655
5,167 Added 3.3%
161,584 $3.3 Million
Q4 2021

Feb 09, 2022

BUY
$15.16 - $17.17 $33,139 - $37,533
2,186 Added 1.42%
156,417 $2.69 Million
Q3 2021

Nov 12, 2021

BUY
$14.31 - $16.89 $90,024 - $106,254
6,291 Added 4.25%
154,231 $2.4 Million
Q2 2021

Aug 12, 2021

BUY
$13.51 - $17.34 $69,036 - $88,607
5,110 Added 3.58%
147,940 $2.23 Million
Q1 2021

May 14, 2021

BUY
$13.37 - $15.6 $191,979 - $224,000
14,359 Added 11.18%
142,830 $2.05 Million
Q4 2020

Feb 25, 2021

BUY
$10.38 - $14.63 $1.33 Million - $1.88 Million
128,471 New
128,471 $1.78 Million

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 $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...
More about SAMG
Track This Portfolio

Track Dimensional Fund Advisors LP Portfolio

Follow Dimensional Fund Advisors LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Dimensional Fund Advisors LP, based on Form 13F filings with the SEC.

News

Stay updated on Dimensional Fund Advisors LP with notifications on news.