Latest Institutional Transactions on Silvercrest Asset Management Group Inc. (SAMG)
This table provides information on the latest institutional transactions involving Silvercrest Asset Management Group Inc. (SAMG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.19K+ 11.96% |
$52.3K - $60.6K
|
29.8K
$520K
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-1.42K- 6.54% |
$23.3K - $27K
|
20.3K
$353K
|
|
|
Feb 14, 2025
Q4 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-23.6K- 5.21% |
$388K - $449K
|
430K
$7.49M
|
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
2.5K+ 1.63% |
$41K - $47.5K
|
155K
$2.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-515- 0.32% |
$8.45K - $9.8K
|
163K
$2.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
1.29K+ 10.1% |
$21.2K - $24.6K
|
14.1K
$245K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
3.75K+ 5.1% |
$61.6K - $71.4K
|
77.3K
$1.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-4.62K- 15.11% |
$75.8K - $87.9K
|
26K
$452K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-475- 2.18% |
$7.79K - $9.04K
|
21.4K
$372K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.79K+ 3.04% |
$45.7K - $53K
|
94.5K
$1.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
65.1KNew |
$1.07M - $1.24M
|
65.1K
$1.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
33+ 0.61% |
$542 - $628
|
5.42K
$94.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
9+ 0.31% |
$148 - $171
|
2.89K
$50.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-1.08K- 4.09% |
$17.6K - $20.5K
|
25.2K
$439K
|
|
|
Feb 14, 2025
Q4 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-400- 1.03% |
$6.56K - $7.61K
|
38.5K
$671K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
70+ 60.87% |
$1.15K - $1.33K
|
185
$3.22K
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-5.9K- 3.61% |
$96.8K - $112K
|
158K
$2.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
2.71K+ 12.06% |
$44.4K - $51.5K
|
25.2K
$438K
|
|
|
Feb 13, 2025
Q4 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
2.18K+ 1.05% |
$35.7K - $41.4K
|
209K
$3.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
1.85K+ 6.0% |
$30.3K - $35.2K
|
32.7K
$569K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
293+ 976.67% |
$4.81K - $5.58K
|
323
$5.63K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
12+ 109.09% |
$197 - $228
|
23
$401
|
|
|
Feb 13, 2025
Q4 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
1K+ 5.26% |
$16.4K - $19K
|
20K
$348K
|
|
|
Feb 13, 2025
Q4 2024
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
522+ 2.0% |
$8.57K - $9.93K
|
26.6K
$464K
|
|
|
Feb 13, 2025
Q4 2024
|
Teton Advisors, Inc.
Rye, NY |
SELL
|
- |
-5.6K- 8.62% |
$91.9K - $107K
|
59.4K
$1.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
297+ 62.0% |
$4.87K - $5.65K
|
776
$13.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
15K+ 72.69% |
$246K - $285K
|
35.6K
$620K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
2.42K+ 3.87% |
$39.8K - $46.1K
|
65K
$1.13M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
8.31K+ 72.02% |
$136K - $158K
|
19.9K
$346K
|
|
|
Feb 12, 2025
Q4 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
556+ 0.25% |
$9.12K - $10.6K
|
224K
$3.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-24.9K- 13.21% |
$409K - $475K
|
164K
$2.85M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.24K+ 28.3% |
$20.3K - $23.5K
|
5.6K
$97.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Pacific Ridge Capital Partners, LLC
Lake Oswego, OR |
SELL
|
- |
-3K- 1.28% |
$49.2K - $57.1K
|
231K
$4.03M
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
30KNew |
$492K - $571K
|
30K
$523K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-868- 1.51% |
$14.2K - $16.5K
|
56.5K
$984K
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
35.6K+ 6.88% |
$584K - $678K
|
553K
$9.64M
|
|
|
Feb 10, 2025
Q4 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
1.78K+ 12.16% |
$29.2K - $33.9K
|
16.4K
$286K
|
|
|
Feb 10, 2025
Q4 2024
|
Diamond Hill Capital Management Inc
Columbus, OH |
BUY
|
- |
1.78K+ 1.44% |
$29.2K - $33.9K
|
126K
$2.19M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-9.04K- 40.77% |
$148K - $172K
|
13.1K
$229K
|
|
|
Feb 10, 2025
Q4 2024
|
Royce & Associates LP
|
SELL
|
- |
-6.3K- 1.07% |
$103K - $120K
|
580K
$10.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-1.61K- 5.45% |
$26.5K - $30.7K
|
27.9K
$487K
|
|
|
Feb 10, 2025
Q4 2024
|
Boston Partners
Boston, MA |
SELL
|
- |
-4.31K- 2.03% |
$70.8K - $82.1K
|
208K
$3.62M
|
|
|
Feb 07, 2025
Q4 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
300+ 2.08% |
$4.92K - $5.71K
|
14.7K
$257K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-26.7K- 55.41% |
$438K - $508K
|
21.5K
$374K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.86K+ 7.44% |
$30.5K - $35.3K
|
26.8K
$467K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
80New |
$1.31K - $1.52K
|
80
$1.39K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
11+ 15.28% |
$181 - $209
|
83
$1.45K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
182+ 1.24% |
$2.99K - $3.46K
|
14.9K
$259K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
6.66KNew |
$109K - $127K
|
6.66K
$116K
|