O'Shaughnessy Asset Management, LLC Silvercrest Asset Management Group Inc. Transaction History
O'Shaughnessy Asset Management, LLC
- $8.9 Billion
- Q1 2024
A detailed history of O'Shaughnessy Asset Management, LLC transactions in Silvercrest Asset Management Group Inc. stock. As of the latest transaction made, O'Shaughnessy Asset Management, LLC holds 13,515 shares of SAMG stock, worth $204,752. This represents 0.0% of its overall portfolio holdings.
Number of Shares
13,515
Previous 23,669
42.9%
Holding current value
$204,752
Previous $402,000
47.01%
% of portfolio
0.0%
Previous 0.01%
Shares
26 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
-
Black Rock Inc. New York, NY535KShares$8.1 Million0.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA522KShares$7.91 Million0.0% of portfolio
-
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...