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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-50- 62.5% |
$805 - $945
|
30
$441
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
40+ 48.19% |
$644 - $756
|
123
$1.81K
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-14.3K- 28.15% |
$230K - $270K
|
36.5K
$536K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
2+ 1.0% |
$32.2 - $37.8
|
202
$2.97K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-553- 93.89% |
$8.9K - $10.5K
|
36
$529
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-910- 6.13% |
$14.7K - $17.2K
|
13.9K
$205K
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
1K+ 5.26% |
$16.4K - $19K
|
20K
$294K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
30KNew |
$492K - $571K
|
30K
$441K
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-1.61K- 5.45% |
$26.5K - $30.7K
|
27.9K
$410K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-9.04K- 40.77% |
$148K - $172K
|
13.1K
$193K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-26.7K- 55.41% |
$438K - $508K
|
21.5K
$316K
|
|
|
Feb 07, 2025
Q4 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
300+ 2.08% |
$4.92K - $5.71K
|
14.7K
$216K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.86K+ 7.44% |
$30.5K - $35.3K
|
26.8K
$394K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.51K+ 8.05% |
$22.2K - $26.7K
|
20.2K
$297K
|
|
|
Nov 12, 2024
Q3 2024
|
Golden Gate Private Equity, Inc.
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1+ 3.13% |
$14.7 - $17.7
|
33
$485
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
1.4KNew |
$20.5K - $24.8K
|
1.4K
$20.5K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
57New |
$838 - $1.01K
|
57
$837
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-815- 1.18% |
$12K - $14.4K
|
68.3K
$1M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.34K- 1.84% |
$19.6K - $23.7K
|
71.2K
$1.05M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
100New |
$1.47K - $1.77K
|
100
$1.47K
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
47New |
$691 - $833
|
47
$690
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
39New |
$574 - $691
|
39
$573
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-8.66K- 26.04% |
$122K - $138K
|
24.6K
$361K
|
|
|
Aug 14, 2024
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-323- 4.74% |
$4.57K - $5.15K
|
6.49K
$95.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-184- 18.09% |
$2.6K - $2.93K
|
833
$12.2K
|
|
|
Aug 14, 2024
Q2 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-260- 27.4% |
$3.68K - $4.14K
|
689
$10.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-19.5K- 37.17% |
$276K - $311K
|
33K
$485K
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
8.18K+ 66.75% |
$116K - $130K
|
20.4K
$300K
|
|
|
Aug 13, 2024
Q2 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
607+ 11.79% |
$8.58K - $9.68K
|
5.75K
$84.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
173K+ 32.4% |
$2.45M - $2.76M
|
708K
$10.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Banc Funds CO LLC
Chicago, IL |
SELL
|
- |
-52.5K- 28.63% |
$743K - $837K
|
131K
$1.92M
|
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
3+ 0.16% |
$42.4 - $47.8
|
1.88K
$27.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.18K- 99.83% |
$16.6K - $18.8K
|
2
$29.4
|
|
|
Jul 29, 2024
Q2 2024
|
First Personal Financial Services
|
BUY
|
- |
2K+ 50.0% |
$28.3K - $31.9K
|
6K
$88.1K
|
|
|
Jul 19, 2024
Q2 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-3.57K- 25.34% |
$50.5K - $56.9K
|
10.5K
$155K
|
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1KNew |
$14.1K - $15.9K
|
1K
$14.7K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Invenomic Capital Management LP
Boston, MA |
SELL
|
- |
-58.2K- 21.91% |
$861K - $1.03M
|
207K
$3.05M
|
|
|
May 14, 2024
Q1 2024
|
Heron Bay Capital Management
|
BUY
|
- |
10.3KNew |
$152K - $181K
|
10.3K
$151K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-40- 0.85% |
$592 - $705
|
4.65K
$68.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2New |
$29.6 - $35.2
|
2
$29.4
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
2.5KNew |
$37K - $44.1K
|
2.5K
$36.7K
|
|
|
Apr 23, 2024
Q1 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.03K- 74.95% |
$15.2K - $18.1K
|
344
$5.05K
|
|
|
Apr 19, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-3.19K- 23.13% |
$47.2K - $56.2K
|
10.6K
$156K
|
|
| Q4 2023 | |||||||
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
484New |
$7.54K - $8.62K
|
484
$7.11K
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
10.9KNew |
$169K - $193K
|
10.9K
$160K
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
2.27KNew |
$35.3K - $40.4K
|
2.27K
$33.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-7.81K- 13.29% |
$122K - $139K
|
50.9K
$748K
|
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
408KNew |
$6.36M - $7.26M
|
408K
$5.99M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1KNew |
$15.6K - $17.8K
|
1K
$14.7K
|
|