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, PA11.6MShares$937 Million0.01% of portfolio
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Black Rock Inc. New York, NY11.5MShares$929 Million0.02% of portfolio
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Loomis Sayles & CO L P9.15MShares$739 Million0.83% of portfolio
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Atlanta Capital Management CO L L C Atlanta, GA5.95MShares$481 Million1.3% of portfolio
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Morgan Stanley New York, NY5.85MShares$473 Million0.03% of portfolio
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State Street Corp Boston, MA5.71MShares$461 Million0.02% of portfolio
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Beutel, Goodman & CO Ltd. Toronto, A64.01MShares$324 Million1.37% of portfolio
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Bank Of America Corp Charlotte, NC3.03MShares$245 Million0.02% of portfolio
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Invesco Ltd. Atlanta, GA2.56MShares$207 Million0.04% of portfolio
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Geode Capital Management, LLC Boston, MA2.52MShares$204 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 |
---|---|---|---|---|---|
Nov 20
2024
|
William Doran Director |
BUY
Exercise of conversion of derivative security
|
Direct |
10,000
+0.75%
|
$400,000
$40.64 P/Share
|
Nov 11
2024
|
Alfred P West Jr Executive Chairman |
SELL
Open market or private sale
|
Direct |
7,099
-0.1%
|
$567,920
$80.81 P/Share
|
Nov 08
2024
|
Alfred P West Jr Executive Chairman |
SELL
Open market or private sale
|
Direct |
100,000
-1.34%
|
$8,000,000
$80.26 P/Share
|
Nov 07
2024
|
Alfred P West Jr Executive Chairman |
SELL
Open market or private sale
|
Direct |
30,000
-0.4%
|
$2,400,000
$80.24 P/Share
|
Nov 06
2024
|
Carmen Romeo Director |
SELL
Open market or private sale
|
Direct |
5,000
-0.32%
|
$395,000
$79.64 P/Share
|
Nov 06
2024
|
Carmen Romeo Director |
BUY
Exercise of conversion of derivative security
|
Direct |
5,000
+0.31%
|
$200,000
$40.64 P/Share
|
Nov 06
2024
|
Michael Peterson EXECUTIVE VICE PRESIDENT |
SELL
Open market or private sale
|
Direct |
10,000
-60.61%
|
$790,000
$79.14 P/Share
|
Nov 06
2024
|
Michael Peterson EXECUTIVE VICE PRESIDENT |
BUY
Exercise of conversion of derivative security
|
Direct |
10,000
+37.74%
|
$640,000
$64.43 P/Share
|
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 EXECUTIVE VICE PRESIDENT |
SELL
Open market or private sale
|
Direct |
25,000
-53.06%
|
$1,850,000
$74.76 P/Share
|
Oct 25
2024
|
Michael Peterson EXECUTIVE VICE PRESIDENT |
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
|
Last 12 Months Summary
Exercise of conversion of derivative security | 216K shares |
---|---|
Grant, award, or other acquisition | 127K shares |
Open market or private sale | 840K shares |
---|---|
Bona fide gift | 24.9K shares |