Purchases and Sales Made in Q3 2023 in Silvercrest Asset Management Group Inc. (SAMG)
This table provides information about the institutional ownership of Silvercrest Asset Management Group Inc. (SAMG) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
131K+ 3574.1% |
$2.08M - $2.94M
|
135K
$2.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
50.3K+ 10.98% |
$798K - $1.13M
|
508K
$9.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Long Path Partners LP
Stamford, CT |
BUY
|
- |
25.3K+ 3.61% |
$401K - $566K
|
726K
$13.2M
|
|
|
Oct 26, 2023
Q3 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
19.7K+ 6.96% |
$312K - $440K
|
302K
$5.5M
|
|
|
Nov 02, 2023
Q3 2023
|
Diamond Hill Capital Management Inc
Columbus, OH |
BUY
|
- |
18.1K+ 21.56% |
$288K - $406K
|
102K
$1.86M
|
|
|
Nov 02, 2023
Q3 2023
|
Novare Capital Management LLC
|
BUY
|
- |
17.5K+ 38.13% |
$278K - $392K
|
63.4K
$1.16M
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
15.6K+ 125.87% |
$247K - $349K
|
27.9K
$509K
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
14.9K+ 100.32% |
$237K - $334K
|
29.8K
$542K
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
12.7K+ 2.51% |
$201K - $283K
|
518K
$9.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.4KNew |
$196K - $277K
|
12.4K
$225K
|
|
|
Nov 08, 2023
Q3 2023
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
10.5KNew |
$167K - $235K
|
10.5K
$191K
|
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
7.86K+ 5.7% |
$125K - $176K
|
146K
$2.66M
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.95K+ 5.67% |
$110K - $156K
|
129K
$2.36M
|
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
5.2KNew |
$82.5K - $116K
|
5.2K
$94.7K
|
|
|
Nov 14, 2023
Q3 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
5K+ 19.31% |
$79.4K - $112K
|
30.9K
$563K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.85K+ 13.47% |
$61.1K - $86.3K
|
32.5K
$591K
|
|
|
Nov 02, 2023
Q3 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
2.36K+ 3.72% |
$37.4K - $52.8K
|
65.7K
$1.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
2.26K+ 17.57% |
$35.8K - $50.5K
|
15.1K
$275K
|
|
|
Nov 13, 2023
Q3 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
2.01K+ 1.08% |
$31.9K - $45.1K
|
188K
$3.43M
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.53K+ 6.1% |
$24.2K - $34.2K
|
26.6K
$484K
|
|
|
Nov 09, 2023
Q3 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
1.4K+ 0.74% |
$22.2K - $31.3K
|
190K
$3.46M
|
|
|
Nov 07, 2023
Q3 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
1.03K+ 8.08% |
$16.4K - $23.1K
|
13.8K
$252K
|
|
|
Nov 09, 2023
Q3 2023
|
Royce & Associates LP
|
BUY
|
- |
879+ 0.16% |
$13.9K - $19.7K
|
555K
$10.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
834+ 2.31% |
$13.2K - $18.7K
|
36.9K
$673K
|
|
|
Nov 09, 2023
Q3 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
441+ 3.54% |
$7K - $9.87K
|
12.9K
$235K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
423New |
$6.71K - $9.47K
|
423
$7.71K
|
|
|
Nov 13, 2023
Q3 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
200+ 1.47% |
$3.17K - $4.48K
|
13.8K
$252K
|
|
|
Nov 13, 2023
Q3 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
170+ 3.7% |
$2.7K - $3.81K
|
4.76K
$86.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
70+ 6.65% |
$1.11K - $1.57K
|
1.12K
$20.4K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
4New |
$63.5 - $89.6
|
4
$72.9
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-5- 41.67% |
$79.4 - $112
|
7
$128
|
|
|
Nov 07, 2023
Q3 2023
|
Dorsey Wright & Associates
|
SELL
|
- |
-43- 3.38% |
$682 - $963
|
1.23K
$22.4K
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-140Closed |
$2.22K - $3.13K
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-500- 0.33% |
$7.94K - $11.2K
|
152K
$2.78M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-593- 46.47% |
$9.41K - $13.3K
|
683
$12.4K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.01K- 8.61% |
$16K - $22.6K
|
10.7K
$196K
|
|
|
Nov 14, 2023
Q3 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-1.07K- 33.67% |
$17K - $23.9K
|
2.11K
$38.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.22K- 15.76% |
$19.4K - $27.4K
|
6.53K
$119K
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.33K- 1.66% |
$21.1K - $29.8K
|
79K
$1.44M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.46K- 3.84% |
$23.1K - $32.6K
|
36.5K
$664K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-1.67K- 1.25% |
$26.4K - $37.3K
|
132K
$2.4M
|
|
|
Oct 31, 2023
Q3 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-1.67K- 37.78% |
$26.5K - $37.3K
|
2.75K
$50K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.08K- 52.21% |
$32.9K - $46.5K
|
1.9K
$34.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-2.6K- 3.93% |
$41.3K - $58.2K
|
63.5K
$1.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-3.2K- 1.55% |
$50.8K - $71.6K
|
203K
$3.7M
|
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-3.29K- 20.31% |
$52.3K - $73.7K
|
12.9K
$235K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-5.38K- 14.35% |
$85.3K - $120K
|
32.1K
$585K
|
|
|
Nov 08, 2023
Q3 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.51K- 2.64% |
$87.5K - $123K
|
204K
$3.71M
|