Purchases and Sales Made in Q2 2022 in Sei Investments CO (SEIC)
This table provides information about the institutional ownership of Sei Investments CO (SEIC) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2022
Q2 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
370+ 7.17% |
$19.1K - $22.6K
|
5.53K
$455K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
325+ 5.64% |
$16.8K - $19.9K
|
6.09K
$501K
|
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
318+ 2.06% |
$16.5K - $19.5K
|
15.7K
$1.29M
|
|
|
Aug 15, 2022
Q2 2022
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
310+ 2.82% |
$16K - $19K
|
11.3K
$931K
|
|
|
Jul 27, 2022
Q2 2022
|
Riverview Trust CO
|
BUY
|
- |
249New |
$12.9K - $15.2K
|
249
$20.5K
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
246+ 2733.33% |
$12.7K - $15.1K
|
255
$21K
|
|
|
Aug 15, 2022
Q2 2022
|
Interval Partners, LP
New York, NY |
BUY
|
- |
241+ 2.4% |
$12.5K - $14.7K
|
10.3K
$847K
|
|
|
Aug 09, 2022
Q2 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
225+ 2.34% |
$11.6K - $13.8K
|
9.86K
$811K
|
|
|
Jul 15, 2022
Q2 2022
|
Valley National Advisers Inc
|
BUY
|
- |
196+ 1.04% |
$10.1K - $12K
|
19K
$1.56M
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
189+ 11.77% |
$9.78K - $11.6K
|
1.8K
$148K
|
|
|
Aug 15, 2022
Q2 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
178+ 0.66% |
$9.21K - $10.9K
|
27.1K
$2.23M
|
|
|
Aug 09, 2022
Q2 2022
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
169+ 1.35% |
$8.74K - $10.3K
|
12.7K
$1.05M
|
|
|
Jul 11, 2022
Q2 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
126+ 1.94% |
$6.52K - $7.71K
|
6.61K
$544K
|
|
|
Aug 05, 2022
Q2 2022
|
Lindenwold Advisors
|
BUY
|
- |
124+ 2.16% |
$6.41K - $7.59K
|
5.86K
$482K
|
|
|
Aug 04, 2022
Q2 2022
|
Securian Asset Management, Inc
|
BUY
|
- |
118+ 1.26% |
$6.1K - $7.22K
|
9.51K
$782K
|
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
117New |
$6.05K - $7.16K
|
117
$9.63K
|
|
|
Aug 03, 2022
Q2 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
108+ 0.56% |
$5.59K - $6.61K
|
19.5K
$1.6M
|
|
|
Aug 12, 2022
Q2 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
102+ 0.24% |
$5.28K - $6.24K
|
41.7K
$3.43M
|
|
|
Aug 16, 2022
Q2 2022
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
100+ 2.08% |
$5.17K - $6.12K
|
4.91K
$404K
|
|
|
Aug 12, 2022
Q2 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
98+ 0.92% |
$5.07K - $6K
|
10.8K
$885K
|
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
89+ 4.05% |
$4.6K - $5.45K
|
2.28K
$188K
|
|
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
80+ 0.76% |
$4.14K - $4.89K
|
10.7K
$876K
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
63+ 1.33% |
$3.26K - $3.85K
|
4.79K
$394K
|
|
|
Jul 21, 2022
Q2 2022
|
Investors Research Corp
|
BUY
|
- |
62New |
$3.21K - $3.79K
|
62
$5.1K
|
|
|
Aug 02, 2022
Q2 2022
|
Citadel Investment Advisory, Inc.
|
BUY
|
- |
60+ 1.36% |
$3.1K - $3.67K
|
4.48K
$369K
|
|
|
Aug 12, 2022
Q2 2022
|
Aurora Investment Counsel
Atlanta, GA |
BUY
|
- |
59+ 0.27% |
$3.05K - $3.61K
|
21.9K
$1.8M
|
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
BUY
|
- |
56+ 0.27% |
$2.9K - $3.43K
|
21K
$1.73M
|
|
|
Aug 12, 2022
Q2 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
52+ 0.07% |
$2.69K - $3.18K
|
71.6K
$5.89M
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
46+ 0.96% |
$2.38K - $2.81K
|
4.86K
$400K
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
44New |
$2.28K - $2.69K
|
44
$3.62K
|
|
|
Aug 02, 2022
Q2 2022
|
Crewe Advisors LLC
|
BUY
|
- |
42+ 25.3% |
$2.17K - $2.57K
|
208
$17.1K
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
40+ 32.79% |
$2.07K - $2.45K
|
162
$13.3K
|
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
36+ 2.71% |
$1.86K - $2.2K
|
1.36K
$112K
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
32New |
$1.66K - $1.96K
|
32
$2.63K
|
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
30+ 103.45% |
$1.55K - $1.84K
|
59
$4.85K
|
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
30+ 166.67% |
$1.55K - $1.84K
|
48
$3.95K
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
29+ 11.15% |
$1.5K - $1.77K
|
289
$23.8K
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
27New |
$1.4K - $1.65K
|
27
$2.22K
|
|
|
Jul 26, 2022
Q2 2022
|
Great Diamond Partners, LLC
|
BUY
|
- |
24+ 0.54% |
$1.24K - $1.47K
|
4.47K
$368K
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
14+ 5.93% |
$724 - $857
|
250
$20.6K
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
BUY
|
- |
12+ 1.99% |
$621 - $734
|
616
$50.7K
|
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
11New |
$569 - $673
|
11
$905
|
|
|
Aug 03, 2022
Q2 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
10+ 0.16% |
$517 - $612
|
6.28K
$517K
|
|
|
Aug 05, 2022
Q2 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
8+ 0.77% |
$414 - $489
|
1.05K
$86K
|
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
BUY
|
- |
6New |
$310 - $367
|
6
$494
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
6+ 1.78% |
$310 - $367
|
344
$28.3K
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
5+ 20.0% |
$259 - $306
|
30
$2.47K
|
|
|
Aug 15, 2022
Q2 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
4+ 0.67% |
$207 - $245
|
604
$49.7K
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3+ 0.0% |
$155 - $184
|
101K
$8.3M
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|