A detailed history of Summit Trail Advisors, LLC transactions in Sei Investments CO stock. As of the latest transaction made, Summit Trail Advisors, LLC holds 5,657 shares of SEIC stock, worth $456,010. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,657
Holding current value
$456,010
% of portfolio
0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025

BUY
$66.45 - $89.86 $375,907 - $508,338
5,657 New
5,657 $508,000
Q1 2018

May 21, 2018

BUY
$68.82 - $77.7 $243,485 - $274,902
3,538 Added 6551.85%
3,592 $4,000
Q4 2017

Feb 14, 2018

BUY
$61.46 - $72.07 $3,318 - $3,891
54
54 $4,000

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 $10.9B
  • 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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