Purchases and Sales Made in Q1 2023 in Silvercrest Asset Management Group Inc. (SAMG)
This table provides information about the institutional ownership of Silvercrest Asset Management Group Inc. (SAMG) during Q1 2023. The information is specifically focused on institutions that hold shares of Silvercrest Asset Management Group Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
45.2K+ 10.8% |
$703K - $910K
|
463K
$8.44M
|
|
|
May 10, 2023
Q1 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
41.6K+ 24.79% |
$648K - $838K
|
209K
$3.82M
|
|
|
Apr 10, 2023
Q1 2023
|
Appleton Partners Inc
|
BUY
|
- |
31.7KNew |
$493K - $637K
|
31.7K
$577K
|
|
|
May 08, 2023
Q1 2023
|
Long Path Partners LP
Stamford, CT |
BUY
|
- |
25.7K+ 3.91% |
$400K - $517K
|
683K
$12.4M
|
|
|
May 11, 2023
Q1 2023
|
Diamond Hill Capital Management Inc
Columbus, OH |
BUY
|
- |
22.2KNew |
$346K - $447K
|
22.2K
$404K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
19.1K+ 83.86% |
$297K - $384K
|
41.8K
$762K
|
|
|
May 09, 2023
Q1 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
16.4KNew |
$255K - $329K
|
16.4K
$298K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
15.6K+ 136.66% |
$242K - $314K
|
27K
$491K
|
|
|
May 12, 2023
Q1 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
13.7K+ 8.08% |
$213K - $276K
|
183K
$3.34M
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
10K+ 8.9% |
$156K - $202K
|
123K
$2.23M
|
|
|
May 15, 2023
Q1 2023
|
Invenomic Capital Management LP
Boston, MA |
BUY
|
- |
9.22K+ 2.87% |
$144K - $186K
|
331K
$6.02M
|
|
|
May 18, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.41K+ 670.41% |
$115K - $149K
|
8.51K
$155K
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
6.75K+ 49.48% |
$105K - $136K
|
20.4K
$371K
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
6.75K+ 49.48% |
$105K - $136K
|
20.4K
$371K
|
|
|
May 15, 2023
Q1 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
6.16K+ 3.66% |
$95.9K - $124K
|
174K
$3.18M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.92K+ 96.59% |
$92.2K - $119K
|
12.1K
$220K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.2K+ 15.63% |
$81K - $105K
|
38.5K
$701K
|
|
|
May 09, 2024
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
5.15KNew |
$80.1K - $104K
|
5.15K
$93.8K
|
|
|
May 11, 2023
Q1 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
3.11K+ 6.13% |
$48.4K - $62.6K
|
53.9K
$981K
|
|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
2.31K+ 16.05% |
$35.9K - $46.5K
|
16.7K
$304K
|
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
2.21K+ 71.13% |
$34.5K - $44.6K
|
5.32K
$97K
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.13K+ 7.97% |
$33.1K - $42.8K
|
28.8K
$525K
|
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.94K+ 44.43% |
$30.3K - $39.1K
|
6.32K
$115K
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
1.9K+ 1.28% |
$29.6K - $38.3K
|
150K
$2.74M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.85KNew |
$28.9K - $37.3K
|
1.85K
$33.8K
|
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.78K+ 8.26% |
$27.7K - $35.8K
|
23.3K
$425K
|
|
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
1.31K+ 0.93% |
$20.3K - $26.3K
|
141K
$2.57M
|
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
BUY
|
- |
1.25KNew |
$19.5K - $25.2K
|
1.25K
$22.8K
|
|
|
May 12, 2023
Q1 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
628+ 0.99% |
$9.78K - $12.6K
|
64.3K
$1.17M
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
607New |
$9.45K - $12.2K
|
607
$11.1K
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
607New |
$9.45K - $12.2K
|
607
$11.1K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
566+ 116.7% |
$8.81K - $11.4K
|
1.05K
$19.1K
|
|
|
May 08, 2023
Q1 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
500+ 3.82% |
$7.79K - $10.1K
|
13.6K
$248K
|
|
|
May 12, 2023
Q1 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
441+ 4.07% |
$6.87K - $8.88K
|
11.3K
$206K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
400New |
$6.23K - $8.06K
|
400
$7.29K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
279+ 8.17% |
$4.34K - $5.62K
|
3.7K
$67.3K
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
278New |
$4.33K - $5.6K
|
278
$5.07K
|
|
|
May 11, 2023
Q1 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
226+ 1.78% |
$3.52K - $4.55K
|
12.9K
$235K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
200New |
$3.11K - $4.03K
|
200
$3.64K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
200+ 5.03% |
$3.11K - $4.03K
|
4.18K
$76.1K
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
136+ 0.17% |
$2.12K - $2.74K
|
79.7K
$1.45M
|
|
|
Apr 20, 2023
Q1 2023
|
Novare Capital Management LLC
|
BUY
|
- |
100+ 0.26% |
$1.56K - $2.01K
|
39.2K
$713K
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
93+ 2.03% |
$1.45K - $1.87K
|
4.67K
$85K
|
|
|
May 09, 2023
Q1 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
85+ 1.98% |
$1.32K - $1.71K
|
4.38K
$79.7K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
1+ 0.01% |
$15.6 - $20.1
|
9.17K
$167K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-2- 9.09% |
$31.1 - $40.3
|
20
$364
|
|
|
Apr 19, 2023
Q1 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-117- 0.98% |
$1.82K - $2.36K
|
11.8K
$215K
|
|
|
Apr 19, 2023
Q1 2023
|
Dorsey Wright & Associates
|
SELL
|
- |
-129- 10.12% |
$2.01K - $2.6K
|
1.15K
$20.9K
|
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-130- 0.53% |
$2.02K - $2.62K
|
24.2K
$441K
|