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 571 institutions that hold shares in the stock, with a total of 96.3 Million shares, which have been reported (via 13F filing form) to have a value of $7.96 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Feb 13, 2025 Q4 2024 |
59
shares
|
$4,854
0.01% of portfolio
|
Q4 2024
Reduced 34.44%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
59
shares
|
$4,854
0.0% of portfolio
|
Q4 2024
Added 34.09%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
56
shares
|
$4,607
0.0% of portfolio
|
Q4 2024
Added 154.55%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
53
shares
|
$4,360
0.0% of portfolio
|
Q2 2022
Reduced 83.17%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
53
shares
|
$4,360
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Altshuler Shaham LTD
|
Feb 13, 2025 Q4 2024 |
50
shares
|
$4,114
0.0% of portfolio
|
Q4 2024
Reduced 86.7%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
46
shares
|
$3,784
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
46
shares
|
$3,784
0.0% of portfolio
|
Q2 2023
Reduced 6.12%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
44
shares
|
$3,620
0.0% of portfolio
|
Q3 2023
Reduced 8.33%
|
|
|
Carolina Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
43
shares
|
$3,538
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
42
shares
|
$3,455
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
41
shares
|
$3,373
0.0% of portfolio
|
Q4 2024
Reduced 37.88%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Feb 11, 2025 Q4 2024 |
40
shares
|
$3,291
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
39
shares
|
$3,208
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
37
shares
|
$3,044
0.0% of portfolio
|
Q4 2024
Added 825.0%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
35
shares
|
$2,879
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
35
shares
|
$2,879
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
33
shares
|
$2,715
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
28
shares
|
$2,303
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
27
shares
|
$2,221
0.0% of portfolio
|
Q2 2024
Added 17.39%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
27
shares
|
$2,221
0.0% of portfolio
|
Q3 2024
Reduced 20.59%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
22
shares
|
$1,810
0.0% of portfolio
|
Q4 2024
Added 10.0%
|
|
|
Granite Fo LLC
Bedford, NH |
Feb 06, 2025 Q4 2024 |
21
shares
|
$1,727
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
20
shares
|
$1,645
0.0% of portfolio
|
Q3 2024
Reduced 77.78%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
13
shares
|
$1,069
0.0% of portfolio
|
Q4 2024
New holding
|