A detailed history of Portside Wealth Group, LLC transactions in Sei Investments CO stock. As of the latest transaction made, Portside Wealth Group, LLC holds 9,193 shares of SEIC stock, worth $749,873. This represents 0.11% of its overall portfolio holdings.

Number of Shares
9,193
Previous 7,943 15.74%
Holding current value
$749,873
Previous $714 Million 9.28%
% of portfolio
0.11%
Previous 0.11%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025

BUY
$84.85 - $93.8 $106,062 - $117,250
1,250 Added 15.74%
9,193 $780 Million
Q2 2025

Aug 11, 2025

BUY
$66.45 - $89.86 $100,605 - $136,048
1,514 Added 23.55%
7,943 $714 Million
Q1 2025

Apr 14, 2025

BUY
$72.08 - $86.58 $72,296 - $86,839
1,003 Added 18.49%
6,429 $499 Million
Q1 2025

Apr 10, 2025

BUY
$72.08 - $86.58 $51,897 - $62,337
720 Added 15.3%
5,426 $448 Million
Q4 2024

Jan 15, 2025

SELL
$69.36 - $86.58 $1,803 - $2,251
-26 Reduced 0.55%
4,706 $326 Million
Q3 2024

Oct 31, 2024

BUY
$63.1 - $69.83 $27,637 - $30,585
438 Added 10.2%
4,732 $327 Million
Q2 2024

Jul 18, 2024

BUY
$64.34 - $70.99 $13,897 - $15,333
216 Added 5.3%
4,294 $278 Million
Q1 2024

Apr 17, 2024

BUY
$62.21 - $72.02 $15,863 - $18,365
255 Added 6.67%
4,078 $293 Million
Q4 2023

Jan 16, 2024

BUY
$52.9 - $64.59 $14,600 - $17,826
276 Added 7.78%
3,823 $243 Million
Q3 2023

Oct 27, 2023

BUY
$59.0 - $64.08 $209,273 - $227,291
3,547 New
3,547 $212 Million
Q2 2023

Aug 01, 2023

BUY
$56.5 - $59.62 $2.82 Million - $2.97 Million
49,878 New
49,878 $2.97 Million

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 $11B
  • 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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