Wilbanks Smith & Thomas Asset Management LLC Silvercrest Asset Management Group Inc. Transaction History
Wilbanks Smith & Thomas Asset Management LLC
- $3.54 Billion
- Q1 2024
A detailed history of Wilbanks Smith & Thomas Asset Management LLC transactions in Silvercrest Asset Management Group Inc. stock. As of the latest transaction made, Wilbanks Smith & Thomas Asset Management LLC holds 12,796 shares of SAMG stock, worth $235,574. This represents 0.01% of its overall portfolio holdings.
Number of Shares
12,796
Previous 12,796
-0.0%
Holding current value
$235,574
Previous $217,000
6.91%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding SAMG
# of Institutions
76Shares Held
6.29MCall Options Held
0Put Options Held
0-
Long Path Partners LP Stamford, CT941KShares$17.3 Million7.0% of portfolio
-
Black Rock Inc. New York, NY708KShares$13 Million0.0% of portfolio
-
Royce & Associates LP580KShares$10.7 Million0.1% of portfolio
-
Vanguard Group Inc Valley Forge, PA553KShares$10.2 Million0.0% of portfolio
-
Punch & Associates Investment Management, Inc. Edina, MN430KShares$7.91 Million0.47% 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 $182M
- 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...