Purchases and Sales Made in Q4 2023 in Silvercrest Asset Management Group Inc. (SAMG)
This table provides information about the institutional ownership of Silvercrest Asset Management Group Inc. (SAMG) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
408KNew |
$6.36M - $7.26M
|
408K
$7.43M
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
129KNew |
$2.02M - $2.3M
|
129K
$2.36M
|
|
Feb 12, 2024
Q4 2023
|
Royce & Associates LP
|
BUY
|
- |
87.2K+ 15.7% |
$1.36M - $1.55M
|
643K
$11.7M
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
61KNew |
$950K - $1.09M
|
61K
$1.11M
|
|
Feb 14, 2024
Q4 2023
|
Invenomic Capital Management LP
Boston, MA |
BUY
|
- |
50.4K+ 23.42% |
$785K - $897K
|
266K
$4.84M
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
46.3K+ 8.94% |
$722K - $824K
|
564K
$10.3M
|
|
Feb 13, 2024
Q4 2023
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
31.1KNew |
$485K - $554K
|
31.1K
$567K
|
|
Feb 13, 2024
Q4 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
25.1K+ 12.32% |
$391K - $447K
|
229K
$4.17M
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
24.8K+ 68.1% |
$387K - $442K
|
61.3K
$1.12M
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
16.8K+ 12.98% |
$262K - $299K
|
146K
$2.67M
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
15.3K+ 123.58% |
$238K - $272K
|
27.6K
$503K
|
|
Feb 07, 2024
Q4 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
12.9K+ 6.78% |
$200K - $229K
|
203K
$3.69M
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
12.4K+ 89.52% |
$193K - $220K
|
26.2K
$477K
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
11.1KNew |
$173K - $198K
|
11.1K
$203K
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
10.9KNew |
$169K - $193K
|
10.9K
$198K
|
|
Feb 05, 2024
Q4 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
9.66K+ 26.16% |
$151K - $172K
|
46.6K
$849K
|
|
Feb 14, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
9.05K+ 1.78% |
$141K - $161K
|
517K
$9.43M
|
|
Feb 13, 2024
Q4 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
8.93K+ 4.75% |
$139K - $159K
|
197K
$3.59M
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
7.89K+ 52.25% |
$123K - $140K
|
23K
$419K
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.32K+ 127.19% |
$114K - $130K
|
13.1K
$238K
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
6.35K+ 22.73% |
$99K - $113K
|
34.3K
$625K
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
5.55K+ 51.67% |
$86.4K - $98.7K
|
16.3K
$297K
|
|
Feb 14, 2024
Q4 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.71K+ 33.56% |
$73.3K - $83.7K
|
18.7K
$341K
|
|
Feb 14, 2024
Q4 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
4.4K+ 3.02% |
$68.6K - $78.3K
|
150K
$2.74M
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.91K+ 59.76% |
$60.8K - $69.5K
|
10.4K
$190K
|
|
Feb 08, 2024
Q4 2023
|
Novare Capital Management LLC
|
BUY
|
- |
3.1K+ 4.89% |
$48.3K - $55.2K
|
66.5K
$1.21M
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.87K+ 4.91% |
$44.7K - $51.1K
|
61.3K
$1.12M
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
2.27KNew |
$35.3K - $40.4K
|
2.27K
$41.3K
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
2.14K+ 7.2% |
$33.4K - $38.1K
|
31.9K
$581K
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.23K+ 3.8% |
$19.2K - $21.9K
|
33.7K
$614K
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1KNew |
$15.6K - $17.8K
|
1K
$18.2K
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
788+ 46.35% |
$12.3K - $14K
|
2.49K
$45.3K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
733+ 173.29% |
$11.4K - $13K
|
1.16K
$21.1K
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
537+ 28.26% |
$8.37K - $9.56K
|
2.44K
$44.4K
|
|
Feb 13, 2024
Q4 2023
|
Teton Advisors, Inc.
Rye, NY |
BUY
|
- |
500+ 0.74% |
$7.79K - $8.9K
|
68.5K
$1.25M
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
484New |
$7.54K - $8.62K
|
484
$8.82K
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
302+ 2.12% |
$4.71K - $5.38K
|
14.6K
$265K
|
|
Feb 12, 2024
Q4 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
275+ 1.99% |
$4.28K - $4.9K
|
14.1K
$257K
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
32+ 1.17% |
$499 - $570
|
2.78K
$50.6K
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
17New |
$265 - $303
|
17
$310
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 14.29% |
$15.6 - $17.8
|
6
$109
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-28- 4.1% |
$436 - $498
|
655
$11.9K
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-70- 1.47% |
$1.09K - $1.25K
|
4.69K
$85.5K
|
|
Feb 06, 2024
Q4 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-103- 6.98% |
$1.6K - $1.83K
|
1.37K
$25K
|
|
Feb 15, 2024
Q4 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-105- 9.36% |
$1.64K - $1.87K
|
1.02K
$18.5K
|
|
Feb 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-109- 0.84% |
$1.7K - $1.94K
|
12.8K
$233K
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-238- 23.26% |
$3.71K - $4.24K
|
785
$14.3K
|
|
Feb 13, 2024
Q4 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-552- 26.21% |
$8.6K - $9.83K
|
1.55K
$28.3K
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-600- 0.39% |
$9.35K - $10.7K
|
152K
$2.77M
|