A detailed history of Punch & Associates Investment Management, Inc. transactions in Silvercrest Asset Management Group Inc. stock. As of the latest transaction made, Punch & Associates Investment Management, Inc. holds 448,150 shares of SAMG stock, worth $6.99 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares
448,150
Previous 408,064 9.82%
Holding current value
$6.99 Million
Previous $6.94 Million 2.13%
% of portfolio
0.43%
Previous 0.42%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

BUY
$14.8 - $17.62 $593,272 - $706,315
40,086 Added 9.82%
448,150 $7.09 Million
Q4 2023

Feb 15, 2024

BUY
$15.58 - $17.8 $6.36 Million - $7.26 Million
408,064 New
408,064 $6.94 Million
Q3 2023

Oct 26, 2023

BUY
$15.87 - $22.39 $311,956 - $440,120
19,657 Added 6.96%
302,057 $4.79 Million
Q4 2022

Feb 14, 2023

SELL
$17.58 - $19.48 $14,063 - $15,584
-800 Reduced 0.28%
282,400 $5.3 Million
Q3 2022

Nov 14, 2022

SELL
$16.3 - $19.94 $4,401 - $5,383
-270 Reduced 0.1%
283,200 $4.63 Million
Q2 2022

Aug 15, 2022

SELL
$16.41 - $22.54 $2.42 Million - $3.32 Million
-147,400 Reduced 34.21%
283,470 $4.65 Million
Q1 2022

May 16, 2022

SELL
$15.9 - $22.19 $950,184 - $1.33 Million
-59,760 Reduced 12.18%
430,870 $8.81 Million
Q3 2021

Nov 15, 2021

BUY
$14.31 - $16.89 $4,650 - $5,489
325 Added 0.07%
490,630 $7.64 Million
Q2 2021

Sep 10, 2021

SELL
$13.51 - $17.34 $3 Million - $3.84 Million
-221,740 Reduced 31.14%
490,305 $7.37 Million
Q2 2021

Aug 16, 2021

BUY
$13.51 - $17.34 $4.1 Million - $5.26 Million
303,397 Added 74.24%
712,045 $10.7 Million
Q1 2021

May 18, 2021

BUY
$13.37 - $15.6 $809,433 - $944,439
60,541 Added 17.39%
408,648 $5.88 Million
Q4 2020

Feb 16, 2021

SELL
$10.38 - $14.63 $216,931 - $305,752
-20,899 Reduced 5.66%
348,107 $4.84 Million
Q3 2020

Nov 16, 2020

SELL
$10.3 - $12.95 $118,223 - $148,640
-11,478 Reduced 3.02%
369,006 $3.86 Million
Q2 2020

Aug 14, 2020

SELL
$8.62 - $13.49 $204,423 - $319,915
-23,715 Reduced 5.87%
380,484 $4.84 Million
Q4 2019

Feb 14, 2020

SELL
$12.0 - $13.25 $97,680 - $107,855
-8,140 Reduced 1.97%
404,199 $5.09 Million
Q3 2019

Nov 14, 2019

SELL
$12.3 - $14.49 $200,268 - $235,926
-16,282 Reduced 3.8%
412,339 $5.07 Million
Q2 2019

Aug 14, 2019

SELL
$12.97 - $15.0 $510,460 - $590,355
-39,357 Reduced 8.41%
428,621 $6.01 Million
Q1 2019

May 14, 2019

SELL
$12.51 - $15.87 $244,220 - $309,814
-19,522 Reduced 4.0%
467,978 $6.67 Million
Q4 2018

Feb 14, 2019

SELL
$12.0 - $14.85 $66,000 - $81,675
-5,500 Reduced 1.12%
487,500 $6.45 Million
Q3 2018

Nov 14, 2018

SELL
$13.85 - $17.55 $676,350 - $857,036
-48,834 Reduced 9.01%
493,000 $6.83 Million
Q2 2018

Aug 14, 2018

SELL
$15.15 - $17.25 $47,964 - $54,613
-3,166 Reduced 0.58%
541,834 $8.83 Million
Q1 2018

May 14, 2018

BUY
$14.0 - $16.0 $2,800 - $3,200
200 Added 0.04%
545,000 $8.28 Million
Q4 2017

Feb 14, 2018

SELL
$14.1 - $16.8 $198,246 - $236,208
-14,060 Reduced 2.52%
544,800 $8.74 Million
Q3 2017

Nov 14, 2017

BUY
$11.95 - $14.55 $6.68 Million - $8.13 Million
558,860
558,860 $8.13 Million

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 $155M
  • 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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