A detailed history of Pathstone Family Office, LLC transactions in Sei Investments CO stock. As of the latest transaction made, Pathstone Family Office, LLC holds 7,450 shares of SEIC stock, worth $517,849. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,450
Holding current value
$517,849
% of portfolio
0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 08, 2023

BUY
$59.0 - $64.08 $439,550 - $477,396
7,450 New
7,450 $448,000
Q4 2022

Oct 23, 2023

BUY
$47.36 - $63.16 $21,169 - $28,232
447 Added 9.39%
5,208 $303,000
Q4 2022

Feb 13, 2023

SELL
$47.36 - $63.16 $39,450 - $52,612
-833 Reduced 13.79%
5,208 $303,000
Q3 2022

Oct 23, 2023

BUY
$49.05 - $58.61 $233,527 - $279,042
4,761 New
4,761 $233,000
Q3 2022

Nov 14, 2022

BUY
$49.05 - $58.61 $296,311 - $354,063
6,041 New
6,041 $296,000

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 $9.37B
  • 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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