Institutional Ownership Sei Investments CO (SEIC)
This table provides information about the institutional ownership of Sei Investments CO (SEIC). We have compiled data on the 528 institutions that hold shares in the stock, with a total of 96.1 Million shares, which have been reported (via 13F filing form) to have a value of $7.84 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
97
shares
|
$7,782
0.0% of portfolio
|
Q3 2024
Added 3.19%
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
96
shares
|
$7,702
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
96
shares
|
$7,702
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
90
shares
|
$7,220
0.01% of portfolio
|
Q3 2024
Added 26.76%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 13, 2024 Q3 2024 |
90
shares
|
$7,220
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
87
shares
|
$6,980
0.0% of portfolio
|
Q3 2024
Reduced 16.35%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
87
shares
|
$6,980
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
82
shares
|
$6,578
0.0% of portfolio
|
Q3 2024
Added 156.25%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
80
shares
|
$6,418
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
79
shares
|
$6,338
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
75
shares
|
$6,017
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
Oct 15, 2024 Q3 2024 |
70
shares
|
$5,616
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
67
shares
|
$5,375
0.0% of portfolio
|
Q3 2024
Reduced 77.05%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
66
shares
|
$5,295
0.0% of portfolio
|
Q3 2024
Added 560.0%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
63
shares
|
$5,054
0.0% of portfolio
|
Q3 2024
Reduced 12.5%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
63
shares
|
$5,054
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
63
shares
|
$5,054
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
56
shares
|
$4,492
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
55
shares
|
$4,412
0.0% of portfolio
|
Q3 2024
Reduced 99.56%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
53
shares
|
$4,252
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
53
shares
|
$4,252
0.0% of portfolio
|
Q2 2022
Reduced 83.17%
|
|
|
Ossiam
Paris, I0 |
Nov 13, 2024 Q3 2024 |
48
shares
|
$3,851
0.0% of portfolio
|
Q3 2024
Reduced 99.06%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
47
shares
|
$3,770
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
46
shares
|
$3,690
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
46
shares
|
$3,690
0.0% of portfolio
|
Q2 2023
Reduced 6.12%
|