Punch & Associates Investment Management, Inc. Silvercrest Asset Management Group Inc. Transaction History
Punch & Associates Investment Management, Inc.
- $1.38 Billion
- Q1 2025
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 229,211 shares of SAMG stock, worth $3.34 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
229,211
Previous 429,880
46.68%
Holding current value
$3.34 Million
Previous $7.91 Million
52.57%
% of portfolio
0.27%
Previous 0.47%
Shares
28 transactions
Others Institutions Holding SAMG
# of Institutions
81Shares Held
6.02MCall Options Held
100Put Options Held
0-
Long Path Partners LP Stamford, CT910KShares$13.3 Million7.49% of portfolio
-
Black Rock Inc. New York, NY708KShares$10.3 Million0.0% of portfolio
-
Royce & Associates LP573KShares$8.36 Million0.11% of portfolio
-
Vanguard Group Inc Valley Forge, PA552KShares$8.05 Million0.0% of portfolio
-
Geode Capital Management, LLC Boston, MA228KShares$3.32 Million0.0% 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 $145M
- 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...