Purchases and Sales Made in Q1 2024 in Sei Investments CO (SEIC)
This table provides information about the institutional ownership of Sei Investments CO (SEIC) during Q1 2024. 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 15, 2024
Q1 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
230+ 3.38% |
$14.3K - $16.6K
|
7.04K
$581K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
224New |
$13.9K - $16.1K
|
224
$18.5K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
215+ 188.6% |
$13.4K - $15.5K
|
329
$27.1K
|
|
|
May 06, 2024
Q1 2024
|
Leith Wheeler Investment Counsel Ltd.
|
BUY
|
- |
200+ 0.09% |
$12.4K - $14.4K
|
217K
$17.9M
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
192New |
$11.9K - $13.8K
|
192
$15.8K
|
|
|
May 14, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
190+ 0.32% |
$11.8K - $13.7K
|
59.6K
$4.92M
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
166New |
$10.3K - $12K
|
166
$13.7K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
164New |
$10.2K - $11.8K
|
164
$13.5K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
163+ 0.91% |
$10.1K - $11.7K
|
18.1K
$1.5M
|
|
|
May 15, 2024
Q1 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
155+ 1.17% |
$9.64K - $11.2K
|
13.4K
$1.11M
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
154+ 855.56% |
$9.58K - $11.1K
|
172
$14.2K
|
|
|
May 14, 2024
Q1 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
150+ 0.01% |
$9.33K - $10.8K
|
1.02M
$84.5M
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
148+ 0.67% |
$9.21K - $10.7K
|
22.3K
$1.84M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
146+ 0.57% |
$9.08K - $10.5K
|
25.9K
$2.14M
|
|
|
May 02, 2024
Q1 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
100+ 1.37% |
$6.22K - $7.2K
|
7.4K
$610K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
91+ 6.32% |
$5.66K - $6.55K
|
1.53K
$126K
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
73New |
$4.54K - $5.26K
|
73
$6.02K
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
72+ 1.09% |
$4.48K - $5.19K
|
6.7K
$552K
|
|
|
May 14, 2024
Q1 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
69+ 0.65% |
$4.29K - $4.97K
|
10.7K
$881K
|
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
65+ 1.16% |
$4.04K - $4.68K
|
5.65K
$466K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
50+ 0.47% |
$3.11K - $3.6K
|
10.6K
$878K
|
|
|
Apr 29, 2024
Q1 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
46+ 0.19% |
$2.86K - $3.31K
|
24.2K
$2M
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
44New |
$2.74K - $3.17K
|
44
$3.63K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
42New |
$2.61K - $3.02K
|
42
$3.46K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
40New |
$2.49K - $2.88K
|
40
$3.3K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
39+ 0.44% |
$2.43K - $2.81K
|
8.96K
$739K
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
35New |
$2.18K - $2.52K
|
35
$2.89K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
31+ 0.76% |
$1.93K - $2.23K
|
4.12K
$339K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
29+ 29.0% |
$1.8K - $2.09K
|
129
$10.6K
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
BUY
|
- |
23+ 0.7% |
$1.43K - $1.66K
|
3.33K
$275K
|
|
|
Sep 05, 2024
Q1 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
21New |
$1.31K - $1.51K
|
21
$1.73K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
20+ 74.07% |
$1.24K - $1.44K
|
47
$3.87K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
18+ 9.14% |
$1.12K - $1.3K
|
215
$17.7K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
15+ 0.48% |
$933 - $1.08K
|
3.17K
$261K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
15+ 20.83% |
$933 - $1.08K
|
87
$7.17K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
13+ 0.21% |
$809 - $936
|
6.08K
$501K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
9+ 4.33% |
$560 - $648
|
217
$17.9K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
8+ 0.77% |
$498 - $576
|
1.05K
$86.3K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
8+ 23.53% |
$498 - $576
|
42
$3.46K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3+ 11.54% |
$187 - $216
|
29
$2.39K
|
|
|
May 13, 2024
Q1 2024
|
Front Street Capital Management, Inc.
|
BUY
|
- |
1+ 0.01% |
$62.2 - $72
|
7.33K
$604K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.59% |
$62.2 - $72
|
171
$14.1K
|
|
|
Nov 26, 2024
Q1 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jun 28, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-1- 0.46% |
$62.2 - $72
|
216
$17.8K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-3- 1.71% |
$187 - $216
|
172
$14.2K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-4- 0.02% |
$249 - $288
|
21K
$1.73M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-7- 0.18% |
$435 - $504
|
3.78K
$312K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-12- 0.05% |
$747 - $864
|
22.2K
$1.83M
|
|
|
May 08, 2024
Q1 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-14- 0.77% |
$871 - $1.01K
|
1.81K
$149K
|