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 01, 2024
Q4 2023
|
Capital Management Corp
|
SELL
|
- |
-171K- 92.76% |
$2.66M - $3.04M
|
13.3K
$196K
|
|
|
Jan 30, 2024
Q4 2023
|
Strs Ohio
|
SELL
|
- |
-1.7K- 8.29% |
$26.5K - $30.3K
|
18.8K
$276K
|
|
|
Jan 19, 2024
Q4 2023
|
Denali Advisors LLC
|
SELL
|
- |
-2.6K- 18.06% |
$40.5K - $46.3K
|
11.8K
$173K
|
|
| Q3 2023 | |||||||
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-140Closed |
$2.22K - $3.13K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-2.6K- 3.93% |
$41.3K - $58.2K
|
63.5K
$933K
|
|
|
Nov 07, 2023
Q3 2023
|
Dorsey Wright & Associates
|
SELL
|
- |
-43- 3.38% |
$682 - $963
|
1.23K
$18.1K
|
|
|
Nov 02, 2023
Q3 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
2.36K+ 3.72% |
$37.4K - $52.8K
|
65.7K
$965K
|
|
|
Oct 31, 2023
Q3 2023
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-11.9K- 22.14% |
$188K - $266K
|
41.7K
$612K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
4New |
$63.5 - $89.6
|
4
$58.8
|
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-3.29K- 20.31% |
$52.3K - $73.7K
|
12.9K
$190K
|
|
| Q2 2023 | |||||||
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
638New |
$11.2K - $13.4K
|
638
$9.37K
|
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-200- 0.86% |
$3.51K - $4.19K
|
23.1K
$340K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-142- 53.18% |
$2.49K - $2.97K
|
125
$1.84K
|
|
|
Aug 11, 2023
Q2 2023
|
Channing Capital Management, LLC
Chicago, IL |
BUY
|
- |
21.5KNew |
$377K - $450K
|
21.5K
$316K
|
|
|
Aug 11, 2023
Q2 2023
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
BUY
|
- |
4.83K+ 3.32% |
$84.7K - $101K
|
150K
$2.21M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.39K+ 22.46% |
$165K - $197K
|
51.2K
$752K
|
|
|
Jul 12, 2023
Q2 2023
|
Piscataqua Savings Bank
|
BUY
|
- |
125New |
$2.19K - $2.62K
|
125
$1.84K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
400New |
$6.23K - $8.06K
|
400
$5.88K
|
|
|
Apr 10, 2023
Q1 2023
|
Appleton Partners Inc
|
BUY
|
- |
31.7KNew |
$493K - $637K
|
31.7K
$465K
|
|
| Q4 2022 | |||||||
|
Jul 11, 2023
Q4 2022
|
Delphi Management Inc /Ma/
Boston, MA |
BUY
|
- |
731+ 4.0% |
$11.8K - $14.2K
|
19K
$279K
|
|
|
Feb 15, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
607New |
$9.82K - $11.8K
|
607
$8.92K
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-9.82K- 43.42% |
$159K - $191K
|
12.8K
$188K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
74.2KNew |
$1.2M - $1.45M
|
74.2K
$1.09M
|
|
|
Feb 13, 2023
Q4 2022
|
Corsair Capital Management, L.P.
New York, NY |
BUY
|
- |
14.9KNew |
$241K - $290K
|
14.9K
$218K
|
|
|
Feb 10, 2023
Q4 2022
|
Victory Capital Management Inc
|
BUY
|
- |
84.8KNew |
$1.37M - $1.65M
|
84.8K
$1.25M
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
8.2KNew |
$133K - $160K
|
8.2K
$120K
|
|
| Q3 2022 | |||||||
|
Nov 17, 2022
Q3 2022
|
Grandeur Peak Global Advisors, LLC
Salt Lake City, UT |
BUY
|
- |
41.3KNew |
$674K - $824K
|
41.3K
$607K
|
|
|
Nov 14, 2022
Q3 2022
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-15.9K- 53.97% |
$259K - $317K
|
13.6K
$199K
|
|
|
Nov 14, 2022
Q3 2022
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-91K- 27.87% |
$1.48M - $1.81M
|
236K
$3.46M
|
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
52+ 1040.0% |
$848 - $1.04K
|
57
$837
|
|
|
Oct 14, 2022
Q3 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-1.5K- 45.45% |
$24.5K - $29.9K
|
1.8K
$26.4K
|
|
| Q2 2022 | |||||||
|
Aug 19, 2022
Q2 2022
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-29KClosed |
$476K - $654K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
9.53K+ 29.42% |
$156K - $215K
|
41.9K
$616K
|
|
|
Aug 15, 2022
Q2 2022
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-11.2KClosed |
$184K - $253K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-22.5KClosed |
$369K - $506K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Eam Investors, LLC
Solana Beach, CA |
SELL
|
- |
-19.2K- 28.49% |
$315K - $433K
|
48.2K
$709K
|
|
|
Aug 12, 2022
Q2 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
744New |
$12.2K - $16.8K
|
744
$10.9K
|
|
|
Aug 12, 2022
Q2 2022
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
27.6K+ 745.95% |
$453K - $622K
|
31.3K
$460K
|
|
|
Aug 12, 2022
Q2 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
17.2KNew |
$283K - $389K
|
17.2K
$253K
|
|
|
Aug 03, 2022
Q2 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-193Closed |
$3.17K - $4.35K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-2KClosed |
$32.8K - $45.1K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-10.8KClosed |
$172K - $240K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-58- 19.27% |
$922 - $1.29K
|
243
$3.57K
|
|
|
Apr 21, 2022
Q1 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
11.1KNew |
$176K - $246K
|
11.1K
$163K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-27.8KClosed |
$422K - $477K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 04, 2021
Q3 2021
|
Hancock Whitney Corp
|
SELL
|
- |
-10.6KClosed |
$151K - $179K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-12.2KClosed |
$174K - $206K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Feb 11, 2022
Q2 2021
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
398New |
$5.38K - $6.9K
|
398
$5.85K
|
|
|
Aug 17, 2021
Q2 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-15.3KClosed |
$207K - $266K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Cannell Capital LLC
Alta, WY |
SELL
|
- |
-38.5KClosed |
$521K - $668K
|
0
$0
|
|