Purchases and Sales Made in Q1 2023 in Sei Investments CO (SEIC)
This table provides information about the institutional ownership of Sei Investments CO (SEIC) during Q1 2023. 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 |
---|---|---|---|---|---|---|---|
Apr 28, 2023
Q1 2023
|
Artemis Wealth Advisors, LLC
|
SELL
|
- |
-8- 1.31% |
$438 - $514
|
603
$49.6K
|
|
Aug 21, 2023
Q1 2023
|
Artemis Wealth Advisors, LLC
|
SELL
|
- |
-8- 1.31% |
$438 - $514
|
603
$49.6K
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-9- 4.57% |
$493 - $578
|
188
$15.5K
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-9- 12.5% |
$493 - $578
|
63
$5.18K
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-10- 1.62% |
$548 - $643
|
609
$50.1K
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-10- 28.57% |
$548 - $643
|
25
$2.06K
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-11- 0.17% |
$603 - $707
|
6.64K
$546K
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-12- 21.05% |
$658 - $771
|
45
$3.7K
|
|
May 05, 2023
Q1 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-18- 0.47% |
$986 - $1.16K
|
3.85K
$317K
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-19- 15.32% |
$1.04K - $1.22K
|
105
$8.64K
|
|
May 01, 2023
Q1 2023
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-20- 0.46% |
$1.1K - $1.29K
|
4.38K
$360K
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-23- 1.84% |
$1.26K - $1.48K
|
1.23K
$101K
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-24- 12.63% |
$1.32K - $1.54K
|
166
$13.7K
|
|
May 12, 2023
Q1 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-28- 0.27% |
$1.53K - $1.8K
|
10.3K
$845K
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-35- 12.82% |
$1.92K - $2.25K
|
238
$19.6K
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-39- 2.02% |
$2.14K - $2.51K
|
1.89K
$155K
|
|
Apr 24, 2023
Q1 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-57- 1.55% |
$3.12K - $3.66K
|
3.63K
$299K
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-64- 1.43% |
$3.51K - $4.11K
|
4.4K
$362K
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-71- 10.58% |
$3.89K - $4.56K
|
600
$49.4K
|
|
Apr 17, 2023
Q1 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-100- 4.54% |
$5.48K - $6.43K
|
2.1K
$173K
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-103- 1.61% |
$5.64K - $6.62K
|
6.29K
$517K
|
|
May 04, 2023
Q1 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-105- 2.39% |
$5.75K - $6.75K
|
4.29K
$353K
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-107- 0.09% |
$5.86K - $6.87K
|
116K
$9.52M
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-108- 49.77% |
$5.92K - $6.94K
|
109
$8.97K
|
|
Apr 27, 2023
Q1 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-116- 1.23% |
$6.36K - $7.45K
|
9.29K
$764K
|
|
May 11, 2023
Q1 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-119- 0.22% |
$6.52K - $7.65K
|
53.2K
$4.38M
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-130- 0.99% |
$7.12K - $8.35K
|
13K
$1.07M
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-133- 2.4% |
$7.29K - $8.55K
|
5.41K
$445K
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-142- 0.78% |
$7.78K - $9.12K
|
18K
$1.48M
|
|
May 09, 2023
Q1 2023
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-142- 7.56% |
$7.78K - $9.12K
|
1.74K
$143K
|
|
May 12, 2023
Q1 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-157- 1.44% |
$8.6K - $10.1K
|
10.8K
$886K
|
|
May 09, 2023
Q1 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-172- 0.37% |
$9.43K - $11.1K
|
45.9K
$3.78M
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-193- 3.19% |
$10.6K - $12.4K
|
5.86K
$482K
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-202- 2.46% |
$11.1K - $13K
|
8.01K
$659K
|
|
May 12, 2023
Q1 2023
|
Ethic Inc.
New York, NY |
SELL
|
- |
-211- 2.99% |
$11.6K - $13.6K
|
6.84K
$562K
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-227- 1.41% |
$12.4K - $14.6K
|
15.9K
$1.31M
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
SELL
|
- |
-237- 20.31% |
$13K - $15.2K
|
930
$76.5K
|
|
May 11, 2023
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-240- 0.83% |
$13.2K - $15.4K
|
28.5K
$2.35M
|
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-240- 0.83% |
$13.2K - $15.4K
|
28.5K
$2.35M
|
|
Apr 17, 2023
Q1 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-245- 0.12% |
$13.4K - $15.7K
|
202K
$16.6M
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-266- 98.15% |
$14.6K - $17.1K
|
5
$411
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-299- 2.66% |
$16.4K - $19.2K
|
10.9K
$899K
|
|
Apr 24, 2023
Q1 2023
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-299- 20.37% |
$16.4K - $19.2K
|
1.17K
$96.2K
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-300- 42.86% |
$16.4K - $19.3K
|
400
$32.9K
|
|
Apr 28, 2023
Q1 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-300- 0.9% |
$16.4K - $19.3K
|
32.9K
$2.71M
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-302- 1.75% |
$16.5K - $19.4K
|
17K
$1.4M
|
|
May 15, 2023
Q1 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-331- 2.5% |
$18.1K - $21.3K
|
12.9K
$1.06M
|
|
May 04, 2023
Q1 2023
|
Royce & Associates LP
|
SELL
|
- |
-341- 0.02% |
$18.7K - $21.9K
|
1.45M
$120M
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-345- 53.49% |
$18.9K - $22.2K
|
300
$24.7K
|
|
May 08, 2023
Q1 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-360- 2.47% |
$19.7K - $23.1K
|
14.2K
$1.17M
|