Meridian Wealth Partners, LLC Silvercrest Asset Management Group Inc. Transaction History
Meridian Wealth Partners, LLC
- $552 Million
- Q1 2024
Shares
2 transactions
Others Institutions Holding SAMG
# of Institutions
78Shares Held
6.46MCall Options Held
600Put Options Held
0-
Long Path Partners LP Stamford, CT760KShares$11.5 Million9.38% of portfolio
-
Royce & Associates LP635KShares$9.61 Million0.09% of portfolio
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Black Rock Inc. New York, NY535KShares$8.1 Million0.0% of portfolio
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Vanguard Group Inc Valley Forge, PA522KShares$7.91 Million0.0% of portfolio
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Punch & Associates Investment Management, Inc. Edina, MN448KShares$6.79 Million0.43% 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 $150M
- 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...