Ritholtz Wealth Management Silvercrest Asset Management Group Inc. Transaction History

Ritholtz Wealth Management

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 13, 2023	SELL	$15.87 - $22.39 $52,259 - $73,730	-3,293 Reduced 20.31%	12,921 $205,000
Q2 2023 Jul 14, 2023	BUY	$17.54 - $20.95 $77,860 - $92,997	4,439 Added 37.7%	16,214 $328,000
Q1 2023 Apr 19, 2023	SELL	$15.57 - $20.14 $1,821 - $2,356	-117 Reduced 0.98%	11,775 $214,000
Q4 2022 Jan 18, 2023	BUY	$16.18 - $19.48 $8,041 - $9,681	497 Added 4.36%	11,892 $0
Q3 2022 Oct 18, 2022	BUY	$16.3 - $19.94 $185,738 - $227,216	11,395 New	11,395 $186,000

6.33M

500

Ticker SAMG
Exchange NASDAQ
Sector Financial Services
Industry Asset Management
Shares Outstandng 9,911,460
Market Cap $181M
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...

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