A detailed history of Koss Olinger Consulting, LLC transactions in Silvercrest Asset Management Group Inc. stock. As of the latest transaction made, Koss Olinger Consulting, LLC holds 29,554 shares of SAMG stock, worth $530,494. This represents 0.04% of its overall portfolio holdings.

Number of Shares
29,554
Previous 29,324 0.78%
Holding current value
$530,494
Previous $457,000 11.38%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Oct 18, 2024

BUY
$14.71 - $17.73 $3,383 - $4,077
230 Added 0.78%
29,554 $509,000
Q2 2024

Aug 06, 2024

BUY
$14.14 - $15.94 $414,641 - $467,424
29,324 New
29,324 $457,000
Q4 2023

Feb 13, 2024

BUY
$15.58 - $17.8 $122,941 - $140,459
7,891 Added 52.25%
22,992 $390,000
Q3 2023

Oct 10, 2023

BUY
$15.87 - $22.39 $35,818 - $50,534
2,257 Added 17.57%
15,101 $239,000
Q2 2023

Jul 28, 2023

BUY
$17.54 - $20.95 $27,379 - $32,702
1,561 Added 13.83%
12,844 $260,000
Q1 2023

May 12, 2023

BUY
$15.57 - $20.14 $6,866 - $8,881
441 Added 4.07%
11,283 $205,000
Q4 2022

Feb 13, 2023

BUY
$16.18 - $19.48 $175,423 - $211,202
10,842 New
10,842 $203,000

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 $178M
  • 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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