Sei Investments CO SEIC
We take great care to ensure that the data presented and summarized in this overview for SEI INVESTMENTS CO is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding SEIC
View all-
Vanguard Group Inc Valley Forge, PA11.8MShares$902 Million0.01% of portfolio
-
Black Rock Inc. New York, NY11.5MShares$876 Million0.02% of portfolio
-
Loomis Sayles & CO L P9.44MShares$720 Million0.84% of portfolio
-
State Street Corp Boston, MA6.11MShares$466 Million0.02% of portfolio
-
Atlanta Capital Management CO L L C Atlanta, GA5.95MShares$453 Million1.3% of portfolio
-
Morgan Stanley New York, NY5.95MShares$453 Million0.03% of portfolio
-
Beutel, Goodman & CO Ltd. Toronto, A64.06MShares$309 Million1.39% of portfolio
-
Bank Of America Corp Charlotte, NC3.04MShares$231 Million0.02% of portfolio
-
Invesco Ltd. Atlanta, GA2.4MShares$183 Million0.03% of portfolio
-
Geode Capital Management, LLC Boston, MA2.22MShares$169 Million0.01% of portfolio
Latest Institutional Activity in SEIC
Top Purchases
Top Sells
About SEIC
SEI Investments Company is a publicly owned asset management holding company. Through its subsidiaries, the firm provides wealth management, retirement and investment solutions, asset management, asset administration, investment processing outsourcing solutions, financial services, and investment advisory services to its clients. It provides its services to private banks, independent financial advisers, institutional investors, investment managers, investment advisors, wealth management organizations, corporations, retirement scheme sponsors, not-for-profit organizations, hedge fund managers, registered investment advisers, independent broker-dealers, financial planners, life insurance agents, defined-benefit schemes, defined-contribution schemes, endowments, foundations, and board-designated fund, through its subsidiaries. Through its subsidiaries, the firm manages separate client-focused portfolios. It also launches and manages equity, fixed income, and balanced mutual funds, through its subsidiaries. Through its subsidiaries, the firm invests in public equity and fixed income markets. It employs fundamental and quantitative analysis with a focus on top-down and bottom-up analysis to make its investments, through its subsidiaries. SEI Investments Company was founded in 1968 and is based in Oaks, Pennsylvania.
Insider Transactions at SEIC
Insider Transaction List
View allDate | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
---|---|---|---|---|---|
Oct 28
2024
|
Carl Guarino Director |
SELL
Open market or private sale
|
Direct |
7,564
-35.29%
|
$567,300
$75.77 P/Share
|
Oct 28
2024
|
Carl Guarino Director |
BUY
Exercise of conversion of derivative security
|
Direct |
10,000
+31.82%
|
$400,000
$40.64 P/Share
|
Oct 28
2024
|
Philip Mc Cabe EVP - Head of Investment Mgmt |
SELL
Open market or private sale
|
Direct |
10,500
-19.43%
|
$787,500
$75.91 P/Share
|
Oct 28
2024
|
Philip Mc Cabe EVP - Head of Investment Mgmt |
BUY
Exercise of conversion of derivative security
|
Direct |
10,500
+16.27%
|
$420,000
$40.64 P/Share
|
Oct 25
2024
|
Michael Peterson EVP and General Counsel |
SELL
Open market or private sale
|
Direct |
25,000
-53.06%
|
$1,850,000
$74.76 P/Share
|
Oct 25
2024
|
Michael Peterson EVP and General Counsel |
BUY
Exercise of conversion of derivative security
|
Direct |
25,000
+44.25%
|
$1,375,000
$55.73 P/Share
|
Oct 25
2024
|
Ryan Hicke Chief Executive Officer |
SELL
Open market or private sale
|
Direct |
10,000
-6.34%
|
$740,000
$74.9 P/Share
|
Oct 25
2024
|
Ryan Hicke Chief Executive Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
10,000
+5.97%
|
$400,000
$40.64 P/Share
|
Sep 30
2024
|
Philip Mc Cabe EVP - Head of Investment Mgmt |
BUY
Exercise of conversion of derivative security
|
Direct |
10,500
+19.43%
|
$420,000
$40.64 P/Share
|
Sep 16
2024
|
Michael Lane Executive Vice President |
BUY
Grant, award, or other acquisition
|
Direct |
30,000
+50.0%
|
-
|
Aug 29
2024
|
Alfred P West Jr Executive Chairman |
SELL
Open market or private sale
|
Direct |
5,670
-0.08%
|
$379,890
$67.5 P/Share
|
Aug 28
2024
|
Alfred P West Jr Executive Chairman |
SELL
Open market or private sale
|
Direct |
61,000
-0.81%
|
$4,087,000
$67.36 P/Share
|
Aug 27
2024
|
Alfred P West Jr Executive Chairman |
SELL
Open market or private sale
|
Direct |
40,129
-0.53%
|
$2,648,514
$66.9 P/Share
|
Aug 26
2024
|
Alfred P West Jr Executive Chairman |
SELL
Open market or private sale
|
Direct |
44,163
-0.58%
|
$2,958,921
$67.55 P/Share
|
Aug 23
2024
|
Alfred P West Jr Executive Chairman |
SELL
Open market or private sale
|
Direct |
27,419
-0.36%
|
$1,837,073
$67.48 P/Share
|
Aug 22
2024
|
Ryan Hicke Chief Executive Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
10,000
+6.34%
|
$400,000
$40.64 P/Share
|
Jun 24
2024
|
William Doran Director |
SELL
Open market or private sale
|
Direct |
5,000
-0.76%
|
$335,000
$67.04 P/Share
|
May 14
2024
|
Alfred P West Jr Executive Chairman |
SELL
Open market or private sale
|
Direct |
475
-0.01%
|
$31,825
$67.91 P/Share
|
May 13
2024
|
Alfred P West Jr Executive Chairman |
SELL
Open market or private sale
|
Direct |
48,000
-0.62%
|
$3,264,000
$68.09 P/Share
|
May 10
2024
|
Alfred P West Jr Executive Chairman |
SELL
Open market or private sale
|
Direct |
70,000
-0.9%
|
$4,760,000
$68.6 P/Share
|
Last 12 Months Summary
Exercise of conversion of derivative security | 205K shares |
---|---|
Grant, award, or other acquisition | 127K shares |
Open market or private sale | 904K shares |
---|---|
Bona fide gift | 24.9K shares |