Purchases and Sales Made in Q1 2025 in Sei Investments CO (SEIC)
This table provides information about the institutional ownership of Sei Investments CO (SEIC) during Q1 2025. 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 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
886+ 24.23% |
$63.9K - $76.7K
|
4.54K
$363K
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
877+ 0.4% |
$63.2K - $75.9K
|
220K
$17.6M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
765+ 11.31% |
$55.1K - $66.2K
|
7.53K
$602K
|
|
|
May 07, 2025
Q1 2025
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
729+ 2.34% |
$52.5K - $63.1K
|
31.9K
$2.55M
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
720+ 15.3% |
$51.9K - $62.3K
|
5.43K
$434K
|
|
|
Apr 21, 2025
Q1 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
698+ 16.79% |
$50.3K - $60.4K
|
4.86K
$388K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
681+ 104.29% |
$49.1K - $59K
|
1.33K
$107K
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
664+ 6.34% |
$47.9K - $57.5K
|
11.1K
$890K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
589+ 6.46% |
$42.5K - $51K
|
9.71K
$776K
|
|
|
Apr 23, 2025
Q1 2025
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
515+ 8.84% |
$37.1K - $44.6K
|
6.34K
$507K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
495+ 149.1% |
$35.7K - $42.9K
|
827
$66.1K
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
488+ 8.27% |
$35.2K - $42.3K
|
6.39K
$511K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
484+ 4.35% |
$34.9K - $41.9K
|
11.6K
$928K
|
|
|
Apr 30, 2025
Q1 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
354+ 1.57% |
$25.5K - $30.6K
|
22.8K
$1.83M
|
|
|
May 09, 2025
Q1 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
336+ 0.94% |
$24.2K - $29.1K
|
36.2K
$2.9M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
331+ 156.13% |
$23.9K - $28.7K
|
543
$43.4K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
262+ 0.72% |
$18.9K - $22.7K
|
36.8K
$2.94M
|
|
|
Apr 16, 2025
Q1 2025
|
Donald L. Hagan, LLC
|
BUY
|
- |
261+ 1.8% |
$18.8K - $22.6K
|
14.7K
$1.18M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
225+ 38.93% |
$16.2K - $19.5K
|
803
$64.2K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
216+ 0.4% |
$15.6K - $18.7K
|
54.8K
$4.38M
|
|
|
May 09, 2025
Q1 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
202+ 12.37% |
$14.6K - $17.5K
|
1.84K
$147K
|
|
|
May 09, 2025
Q1 2025
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
200+ 1.85% |
$14.4K - $17.3K
|
11K
$879K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
160+ 2.94% |
$11.5K - $13.9K
|
5.6K
$448K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
144New |
$10.4K - $12.5K
|
144
$11.5K
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
125+ 0.06% |
$9.01K - $10.8K
|
199K
$15.9M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
122+ 6.87% |
$8.79K - $10.6K
|
1.9K
$152K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
96+ 0.95% |
$6.92K - $8.31K
|
10.3K
$820K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
96+ 0.97% |
$6.92K - $8.31K
|
9.95K
$795K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
81New |
$5.84K - $7.01K
|
81
$6.48K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
45+ 35.43% |
$3.24K - $3.9K
|
172
$13.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
42New |
$3.03K - $3.64K
|
42
$3.36K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
37+ 84.09% |
$2.67K - $3.2K
|
81
$6.48K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
36+ 31.58% |
$2.59K - $3.12K
|
150
$12K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
35New |
$2.52K - $3.03K
|
35
$2.8K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
25New |
$1.8K - $2.16K
|
25
$2K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
22New |
$1.59K - $1.9K
|
22
$1.76K
|
|
|
Apr 01, 2025
Q1 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
21+ 0.55% |
$1.51K - $1.82K
|
3.86K
$309K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
20New |
$1.44K - $1.73K
|
20
$1.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
20New |
$1.44K - $1.73K
|
20
$1.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
19+ 0.63% |
$1.37K - $1.65K
|
3.05K
$243K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
17+ 0.62% |
$1.23K - $1.47K
|
2.75K
$220K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
13+ 185.71% |
$937 - $1.13K
|
20
$1.6K
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
12New |
$865 - $1.04K
|
12
$959
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
11New |
$793 - $952
|
11
$879
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
11+ 2.43% |
$793 - $952
|
463
$37K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
11New |
$793 - $952
|
11
$879
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
10+ 0.36% |
$721 - $866
|
2.78K
$222K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
8+ 0.57% |
$577 - $693
|
1.42K
$114K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
8+ 13.56% |
$577 - $693
|
67
$5.36K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
7+ 8.05% |
$505 - $606
|
94
$7.51K
|