Purchases and Sales Made in Q2 2024 in Sei Investments CO (SEIC)
This table provides information about the institutional ownership of Sei Investments CO (SEIC) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
500+ 181.16% |
$32.2K - $35.5K
|
776
$63.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
484+ 3.47% |
$31.1K - $34.4K
|
14.4K
$1.19M
|
|
|
Aug 09, 2024
Q2 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
465New |
$29.9K - $33K
|
465
$38.3K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
459+ 30.0% |
$29.5K - $32.6K
|
1.99K
$164K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
458+ 6.67% |
$29.5K - $32.5K
|
7.33K
$603K
|
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
447+ 2.0% |
$28.8K - $31.7K
|
22.7K
$1.87M
|
|
|
Nov 14, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
447+ 2.0% |
$28.8K - $31.7K
|
22.7K
$1.87M
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
430+ 52.83% |
$27.7K - $30.5K
|
1.24K
$102K
|
|
|
Aug 14, 2024
Q2 2024
|
Gould Capital, LLC
|
BUY
|
- |
420+ 2.59% |
$27K - $29.8K
|
16.7K
$1.37M
|
|
|
Aug 07, 2024
Q2 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
400+ 5.41% |
$25.7K - $28.4K
|
7.8K
$642K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
395+ 4.98% |
$25.4K - $28K
|
8.33K
$685K
|
|
|
Aug 22, 2024
Q2 2024
|
Aurora Investment Counsel
Atlanta, GA |
BUY
|
- |
395+ 1.6% |
$25.4K - $28K
|
25K
$2.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
352+ 8.4% |
$22.6K - $25K
|
4.54K
$374K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
346+ 4.93% |
$22.3K - $24.6K
|
7.36K
$606K
|
|
|
Aug 14, 2024
Q2 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
335+ 2.5% |
$21.6K - $23.8K
|
13.7K
$1.13M
|
|
|
Aug 14, 2024
Q2 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
330+ 0.39% |
$21.2K - $23.4K
|
84.1K
$6.92M
|
|
|
Aug 06, 2024
Q2 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
306+ 5.42% |
$19.7K - $21.7K
|
5.96K
$490K
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
300+ 1034.48% |
$19.3K - $21.3K
|
329
$27.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
296+ 0.51% |
$19K - $21K
|
58.1K
$4.78M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
293+ 30.91% |
$18.9K - $20.8K
|
1.24K
$102K
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
264+ 7.92% |
$17K - $18.7K
|
3.6K
$296K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
258+ 9.09% |
$16.6K - $18.3K
|
3.1K
$255K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
255New |
$16.4K - $18.1K
|
255
$21K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
244+ 0.67% |
$15.7K - $17.3K
|
36.4K
$3M
|
|
|
Aug 02, 2024
Q2 2024
|
Aviva PLC
|
BUY
|
- |
239+ 1.83% |
$15.4K - $17K
|
13.3K
$1.09M
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
229New |
$14.7K - $16.3K
|
229
$18.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
226+ 0.36% |
$14.5K - $16K
|
62.7K
$5.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
224+ 11.36% |
$14.4K - $15.9K
|
2.2K
$181K
|
|
|
Jul 18, 2024
Q2 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
216+ 5.3% |
$13.9K - $15.3K
|
4.29K
$353K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
213+ 7.81% |
$13.7K - $15.1K
|
2.94K
$242K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
210+ 1.8% |
$13.5K - $14.9K
|
11.9K
$979K
|
|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
204+ 0.24% |
$13.1K - $14.5K
|
86.2K
$7.1M
|
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
BUY
|
- |
202+ 0.37% |
$13K - $14.3K
|
54.2K
$4.46M
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
195New |
$12.5K - $13.8K
|
195
$16K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
179New |
$11.5K - $12.7K
|
179
$14.7K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
168+ 16.33% |
$10.8K - $11.9K
|
1.2K
$98.5K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
166+ 0.28% |
$10.7K - $11.8K
|
59.2K
$4.87M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
156+ 15.92% |
$10K - $11.1K
|
1.14K
$93.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
151+ 0.42% |
$9.72K - $10.7K
|
36.3K
$2.98M
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
BUY
|
- |
133New |
$8.56K - $9.44K
|
133
$10.9K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
132+ 9.54% |
$8.49K - $9.37K
|
1.52K
$125K
|
|
|
Aug 13, 2024
Q2 2024
|
Ossiam
Paris, I0 |
BUY
|
- |
130+ 2.61% |
$8.36K - $9.23K
|
5.1K
$420K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
125+ 0.1% |
$8.04K - $8.87K
|
120K
$9.91M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
110+ 21.4% |
$7.08K - $7.81K
|
624
$51.3K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
104New |
$6.69K - $7.38K
|
104
$8.56K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
103+ 332.26% |
$6.63K - $7.31K
|
134
$11K
|
|
|
Aug 13, 2024
Q2 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
100+ 1.14% |
$6.43K - $7.1K
|
8.9K
$732K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
97+ 0.36% |
$6.24K - $6.89K
|
27K
$2.22M
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
96New |
$6.18K - $6.82K
|
96
$7.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
94+ 1.21% |
$6.05K - $6.67K
|
7.86K
$647K
|