Institutional Ownership Silvercrest Asset Management Group Inc. (SAMG)
This table provides information about the institutional ownership of Silvercrest Asset Management Group Inc. (SAMG). We have compiled data on the 81 institutions that hold shares in the stock, with a total of 6.02 Million shares, which have been reported (via 13F filing form) to have a value of $88.4 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
12
shares
|
$176
0.0% of portfolio
|
Q1 2025
Reduced 47.83%
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
9
shares
|
$132
0.0% of portfolio
|
Q1 2025
New holding
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
4
shares
|
$58
0.0% of portfolio
|
Q3 2023
New holding
|
|
Golden Gate Private Equity, Inc.
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2024
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|