Purchases and Sales Made in Q1 2022 in Sei Investments CO (SEIC)
This table provides information about the institutional ownership of Sei Investments CO (SEIC) during Q1 2022. The information is specifically focused on institutions that hold shares of SEI INVESTMENTS CO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
338New |
$18.7K - $21.5K
|
338
$27.9K
|
|
|
May 11, 2022
Q1 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
328+ 6.79% |
$18.2K - $20.9K
|
5.16K
$425K
|
|
|
Apr 18, 2022
Q1 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
325+ 5.28% |
$18K - $20.7K
|
6.49K
$535K
|
|
|
Apr 22, 2022
Q1 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
300+ 1.1% |
$16.6K - $19.1K
|
27.6K
$2.28M
|
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
280+ 1.85% |
$15.5K - $17.8K
|
15.4K
$1.27M
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
BUY
|
- |
276+ 23.61% |
$15.3K - $17.6K
|
1.45K
$119K
|
|
|
May 11, 2022
Q1 2022
|
Winton Group LTD
London, X0 |
BUY
|
- |
261+ 1.41% |
$14.5K - $16.6K
|
18.8K
$1.55M
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
260+ 433.33% |
$14.4K - $16.5K
|
320
$26.4K
|
|
|
May 13, 2022
Q1 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
256+ 0.59% |
$14.2K - $16.3K
|
43.8K
$3.61M
|
|
|
May 05, 2022
Q1 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
241+ 2.57% |
$13.3K - $15.3K
|
9.63K
$794K
|
|
|
May 02, 2022
Q1 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
215+ 0.24% |
$11.9K - $13.7K
|
90.2K
$7.44M
|
|
|
May 10, 2022
Q1 2022
|
Profund Advisors LLC
|
BUY
|
- |
207+ 3.81% |
$11.5K - $13.2K
|
5.64K
$465K
|
|
|
Apr 20, 2022
Q1 2022
|
Congress Asset Management CO
|
BUY
|
- |
194+ 4.57% |
$10.7K - $12.3K
|
4.44K
$366K
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
190+ 271.43% |
$10.5K - $12.1K
|
260
$21.4K
|
|
|
May 16, 2022
Q1 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
148+ 3.9% |
$8.2K - $9.41K
|
3.94K
$325K
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
142New |
$7.87K - $9.03K
|
142
$11.7K
|
|
|
May 09, 2022
Q1 2022
|
Gw Henssler & Associates LTD
|
BUY
|
- |
138+ 2.12% |
$7.64K - $8.78K
|
6.63K
$547K
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
131New |
$7.26K - $8.33K
|
131
$10.8K
|
|
|
Apr 27, 2022
Q1 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
127+ 1.81% |
$7.03K - $8.08K
|
7.14K
$588K
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
118+ 9.26% |
$6.54K - $7.5K
|
1.39K
$115K
|
|
|
May 11, 2022
Q1 2022
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
110+ 0.99% |
$6.09K - $6.99K
|
11.2K
$926K
|
|
|
May 16, 2022
Q1 2022
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
95+ 0.66% |
$5.26K - $6.04K
|
14.4K
$1.19M
|
|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
BUY
|
- |
84+ 0.17% |
$4.65K - $5.34K
|
50K
$4.12M
|
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
80+ 34.04% |
$4.43K - $5.09K
|
315
$26K
|
|
|
Apr 26, 2022
Q1 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
75+ 1.91% |
$4.15K - $4.77K
|
3.99K
$329K
|
|
|
May 10, 2022
Q1 2022
|
Marshall Financial Group LLC
|
BUY
|
- |
66+ 0.45% |
$3.66K - $4.2K
|
14.9K
$1.23M
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
55+ 0.96% |
$3.05K - $3.5K
|
5.78K
$477K
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
54+ 150.0% |
$2.99K - $3.43K
|
90
$7.42K
|
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
51New |
$2.82K - $3.24K
|
51
$4.2K
|
|
|
Apr 27, 2022
Q1 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
47+ 0.23% |
$2.6K - $2.99K
|
20.1K
$1.65M
|
|
|
Apr 22, 2022
Q1 2022
|
Cva Family Office, LLC
|
BUY
|
- |
45+ 150.0% |
$2.49K - $2.86K
|
75
$6.18K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
42+ 0.86% |
$2.33K - $2.67K
|
4.95K
$408K
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
42+ 0.15% |
$2.33K - $2.67K
|
28.7K
$2.36M
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
40New |
$2.22K - $2.54K
|
40
$3.3K
|
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
36+ 0.22% |
$1.99K - $2.29K
|
16.3K
$1.35M
|
|
|
May 20, 2022
Q1 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
29+ 0.11% |
$1.61K - $1.84K
|
26.9K
$2.22M
|
|
|
May 06, 2022
Q1 2022
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
28+ 0.44% |
$1.55K - $1.78K
|
6.39K
$527K
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
26+ 2.0% |
$1.44K - $1.65K
|
1.33K
$109K
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
25New |
$1.38K - $1.59K
|
25
$2.06K
|
|
|
Aug 21, 2023
Q1 2022
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
21+ 3.24% |
$1.16K - $1.34K
|
670
$55.2K
|
|
|
May 12, 2022
Q1 2022
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
19+ 0.26% |
$1.05K - $1.21K
|
7.23K
$596K
|
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
12New |
$665 - $763
|
12
$989
|
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
10+ 9.9% |
$554 - $636
|
111
$9.15K
|
|
|
May 16, 2022
Q1 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
8New |
$443 - $509
|
8
$660
|
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
7+ 50.0% |
$388 - $445
|
21
$1.73K
|
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
7+ 58.33% |
$388 - $445
|
19
$1.57K
|
|
|
May 16, 2022
Q1 2022
|
Schubert & CO
|
BUY
|
- |
6+ 26.09% |
$332 - $382
|
29
$2.39K
|
|
|
May 03, 2022
Q1 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
6+ 0.58% |
$332 - $382
|
1.04K
$85.5K
|
|
|
Apr 04, 2022
Q1 2022
|
M&R Capital Management Inc
|
BUY
|
- |
5+ 0.6% |
$277 - $318
|
838
$69.1K
|
|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
5New |
$277 - $318
|
5
$412
|