Silvercrest Asset Management Group Inc. SAMG
Institutional shares held
6.33 Million
500
calls
0
puts
Total value of holdings
$117M
$9K
calls
$0
puts
Market Cap
$182M
9,911,460
Shares Out.
Institutional ownership
63.85%
# of Institutions
81
We take great care to ensure that the data presented and summarized in this overview for Silvercrest Asset Management Group Inc. is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding SAMG
View all-
Long Path Partners LP Stamford, CT941KShares$17.3 Million6.95% of portfolio
-
Black Rock Inc. New York, NY708KShares$13 Million0.0% of portfolio
-
Royce & Associates LP586KShares$10.8 Million0.1% of portfolio
-
Vanguard Group Inc Valley Forge, PA518KShares$9.5 Million0.0% of portfolio
-
Punch & Associates Investment Management, Inc. Edina, MN454KShares$8.32 Million0.47% of portfolio
-
Pacific Ridge Capital Partners, LLC Lake Oswego, OR234KShares$4.3 Million1.03% of portfolio
-
Keeley Teton Advisors, LLC Chicago, IL228KShares$4.19 Million0.45% of portfolio
-
Geode Capital Management, LLC Boston, MA223KShares$4.1 Million0.0% of portfolio
-
Boston Partners Boston, MA212KShares$3.9 Million0.0% of portfolio
-
Dimensional Fund Advisors LP Austin, TX207KShares$3.79 Million0.0% of portfolio
Latest Institutional Activity in SAMG
Top Purchases
Top Sells
About SAMG
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 investment funds. The company was founded in 2002 and is headquartered in New York, New York.
Insider Transactions at SAMG
Insider Transaction List
View all| Date | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
|---|---|---|---|---|---|
|
May 01
2024
|
Richard R Hough Iii Chairman and CEO |
BUY
Grant, award, or other acquisition
|
Direct |
34,130
+5.04%
|
-
|
|
May 01
2024
|
Scott A Gerard Chief Financial Officer |
BUY
Grant, award, or other acquisition
|
Direct |
13,652
+8.3%
|
-
|
|
May 01
2024
|
John Allen Gray Managing Director |
BUY
Grant, award, or other acquisition
|
Direct |
3,413
+2.65%
|
-
|
|
May 01
2024
|
David J Campbell General Counsel and Secretary |
BUY
Grant, award, or other acquisition
|
Direct |
2,707
+3.38%
|
-
|
|
May 01
2024
|
Darla Romfo |
BUY
Grant, award, or other acquisition
|
Direct |
3,413
+24.96%
|
-
|
|
May 01
2024
|
Brian D Dunn |
BUY
Grant, award, or other acquisition
|
Direct |
8,191
+15.2%
|
-
|
|
May 01
2024
|
Richard Jonathan Burns |
BUY
Grant, award, or other acquisition
|
Direct |
3,413
+22.35%
|
-
|
|
Apr 30
2024
|
Long Path Smaller Companies Fund, LP > 10% Shareholder |
BUY
Open market or private purchase
|
Direct |
5,112
+0.54%
|
$76,680
$15.05 P/Share
|
|
Apr 30
2024
|
Richard R Hough Iii Chairman and CEO |
SELL
Payment of exercise price or tax liability
|
Direct |
60,286
-9.01%
|
$844,004
$14.65 P/Share
|
|
Apr 30
2024
|
Richard R Hough Iii Chairman and CEO |
BUY
Exercise of conversion of derivative security
|
Direct |
60,742
+8.32%
|
$850,388
$14.54 P/Share
|
|
Mar 13
2024
|
John Allen Gray Managing Director |
BUY
Open market or private purchase
|
Direct |
3,135
+12.93%
|
$47,025
$15.84 P/Share
|
|
Sep 13
2023
|
Richard R Hough Iii Chairman and CEO |
SELL
Payment of exercise price or tax liability
|
Direct |
83,328
-12.05%
|
$1,416,576
$17.67 P/Share
|
|
Sep 13
2023
|
Richard R Hough Iii Chairman and CEO |
BUY
Exercise of conversion of derivative security
|
Direct |
105,398
+13.23%
|
$1,370,174
$13.97 P/Share
|
|
May 02
2023
|
Brian D Dunn |
BUY
Grant, award, or other acquisition
|
Direct |
6,448
+14.67%
|
-
|
|
May 02
2023
|
Darla Romfo |
BUY
Grant, award, or other acquisition
|
Direct |
2,687
+28.18%
|
-
|
|
May 02
2023
|
Richard Jonathan Burns |
BUY
Grant, award, or other acquisition
|
Direct |
2,687
+24.14%
|
-
|
|
Apr 03
2023
|
Richard R Hough Iii Chairman and CEO |
BUY
Grant, award, or other acquisition
|
Direct |
82,508
+12.34%
|
-
|
|
Apr 03
2023
|
John Allen Gray Managing Director |
BUY
Grant, award, or other acquisition
|
Direct |
5,501
+4.32%
|
-
|
|
Apr 03
2023
|
Scott A Gerard Chief Financial Officer |
BUY
Grant, award, or other acquisition
|
Direct |
11,001
+7.43%
|
-
|
|
Apr 03
2023
|
David J Campbell General Counsel and Secretary |
BUY
Grant, award, or other acquisition
|
Direct |
2,182
+2.84%
|
-
|
Last 12 Months Summary
Buy / Acquisition
138K
Shares
From
10
Insiders
| Grant, award, or other acquisition | 68.9K shares |
|---|---|
| Exercise of conversion of derivative security | 60.7K shares |
| Open market or private purchase | 8.25K shares |
Sell / Disposition
60.3K
Shares
From
1
Insiders
| Payment of exercise price or tax liability | 60.3K shares |
|---|