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 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
160+ 2.94% |
$11.5K - $13.9K
|
5.6K
$520K
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
154New |
$11.1K - $13.3K
|
154
$14.3K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
146+ 16.98% |
$10.5K - $12.6K
|
1.01K
$93.3K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
144New |
$10.4K - $12.5K
|
144
$13.4K
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
125+ 0.06% |
$9.01K - $10.8K
|
199K
$18.5M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
122+ 6.87% |
$8.79K - $10.6K
|
1.9K
$176K
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
121+ 1.16% |
$8.72K - $10.5K
|
10.6K
$979K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
106+ 117.78% |
$7.64K - $9.18K
|
196
$18.2K
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
105+ 2.7% |
$7.57K - $9.09K
|
3.99K
$370K
|
|
|
May 12, 2025
Q1 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
97+ 0.12% |
$6.99K - $8.4K
|
78.3K
$7.26M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
97+ 19.28% |
$6.99K - $8.4K
|
600
$55.7K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
96+ 0.97% |
$6.92K - $8.31K
|
9.95K
$923K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
96+ 0.95% |
$6.92K - $8.31K
|
10.3K
$951K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
81New |
$5.84K - $7.01K
|
81
$7.52K
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
59+ 0.23% |
$4.25K - $5.11K
|
25.6K
$2.38M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
46+ 8.73% |
$3.32K - $3.98K
|
573
$53.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
45+ 35.43% |
$3.24K - $3.9K
|
172
$16K
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
43New |
$3.1K - $3.72K
|
43
$3.99K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
42New |
$3.03K - $3.64K
|
42
$3.9K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
37+ 84.09% |
$2.67K - $3.2K
|
81
$7.52K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
36+ 31.58% |
$2.59K - $3.12K
|
150
$13.9K
|
|
|
May 14, 2025
Q1 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
36+ 0.16% |
$2.59K - $3.12K
|
22.6K
$2.1M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
35New |
$2.52K - $3.03K
|
35
$3.25K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
34New |
$2.45K - $2.94K
|
34
$3.15K
|
|
|
May 14, 2025
Q1 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
33+ 0.35% |
$2.38K - $2.86K
|
9.42K
$874K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
31+ 7.06% |
$2.23K - $2.68K
|
470
$43.6K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
25New |
$1.8K - $2.16K
|
25
$2.32K
|
|
|
May 14, 2025
Q1 2025
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
BUY
|
- |
22+ 0.6% |
$1.59K - $1.9K
|
3.66K
$340K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
22New |
$1.59K - $1.9K
|
22
$2.04K
|
|
|
Apr 01, 2025
Q1 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
21+ 0.55% |
$1.51K - $1.82K
|
3.86K
$358K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
20New |
$1.44K - $1.73K
|
20
$1.86K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
20New |
$1.44K - $1.73K
|
20
$1.86K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
19+ 0.63% |
$1.37K - $1.65K
|
3.05K
$283K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
17+ 0.62% |
$1.23K - $1.47K
|
2.75K
$255K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
13+ 185.71% |
$937 - $1.13K
|
20
$1.86K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
12New |
$865 - $1.04K
|
12
$1.11K
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
12New |
$865 - $1.04K
|
12
$1.11K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
11New |
$793 - $952
|
11
$1.02K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
11New |
$793 - $952
|
11
$1.02K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
11+ 2.43% |
$793 - $952
|
463
$43K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
11+ 18.64% |
$793 - $952
|
70
$6.49K
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
10+ 0.36% |
$721 - $866
|
2.78K
$258K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
9New |
$649 - $779
|
9
$835
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
8+ 0.57% |
$577 - $693
|
1.42K
$132K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
8+ 13.56% |
$577 - $693
|
67
$6.22K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
7+ 8.05% |
$505 - $606
|
94
$8.72K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
5New |
$360 - $433
|
5
$464
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
5New |
$360 - $433
|
5
$464
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
5New |
$360 - $433
|
5
$464
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
4+ 400.0% |
$288 - $346
|
5
$464
|