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
|
Quent Capital, LLC
|
BUY
|
- |
93+ 43.06% |
$5.98K - $6.6K
|
309
$25.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
90New |
$5.79K - $6.39K
|
90
$7.41K
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
80+ 0.64% |
$5.15K - $5.68K
|
12.6K
$1.04M
|
|
|
Aug 12, 2024
Q2 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
79+ 0.36% |
$5.08K - $5.61K
|
22.1K
$1.82M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
71New |
$4.57K - $5.04K
|
71
$5.84K
|
|
|
Jul 08, 2024
Q2 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
70New |
$4.5K - $4.97K
|
70
$5.76K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
60+ 0.36% |
$3.86K - $4.26K
|
16.8K
$1.38M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
50+ 0.22% |
$3.22K - $3.55K
|
22.3K
$1.83M
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
47+ 78.33% |
$3.02K - $3.34K
|
107
$8.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
42+ 1.02% |
$2.7K - $2.98K
|
4.16K
$342K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
37New |
$2.38K - $2.63K
|
37
$3.04K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
34New |
$2.19K - $2.41K
|
34
$2.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
32+ 1.27% |
$2.06K - $2.27K
|
2.56K
$210K
|
|
|
Jul 01, 2024
Q2 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
31+ 0.7% |
$1.99K - $2.2K
|
4.48K
$369K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
31+ 72.09% |
$1.99K - $2.2K
|
74
$6.09K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
26+ 2.48% |
$1.67K - $1.85K
|
1.07K
$88.3K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
22New |
$1.42K - $1.56K
|
22
$1.81K
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
BUY
|
- |
21+ 0.7% |
$1.35K - $1.49K
|
3.03K
$249K
|
|
|
Jul 30, 2024
Q2 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
20+ 0.26% |
$1.29K - $1.42K
|
7.85K
$646K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
19New |
$1.22K - $1.35K
|
19
$1.56K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
14+ 0.44% |
$901 - $994
|
3.19K
$262K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
14+ 1.0% |
$901 - $994
|
1.41K
$116K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
10+ 100.0% |
$643 - $710
|
20
$1.65K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
8New |
$515 - $568
|
8
$658
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
7New |
$450 - $497
|
7
$576
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
4+ 17.39% |
$257 - $284
|
27
$2.22K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3+ 1.74% |
$193 - $213
|
175
$14.4K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3+ 0.46% |
$193 - $213
|
653
$53.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Front Street Capital Management, Inc.
|
BUY
|
- |
2+ 0.03% |
$129 - $142
|
7.33K
$603K
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.89% |
$129 - $142
|
226
$18.6K
|
|
|
Jul 02, 2024
Q2 2024
|
M&R Capital Management Inc
|
BUY
|
- |
2+ 0.69% |
$129 - $142
|
292
$24K
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2+ 1.17% |
$129 - $142
|
173
$14.2K
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
$64.3 - $71
|
1
$82.3
|
|
|
Nov 26, 2024
Q2 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-1- 0.12% |
$64.3 - $71
|
863
$71K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-2- 0.61% |
$129 - $142
|
327
$26.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-4- 0.04% |
$257 - $284
|
9.01K
$741K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-8- 19.05% |
$515 - $568
|
34
$2.8K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-13- 27.66% |
$836 - $923
|
34
$2.8K
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-14- 0.01% |
$901 - $994
|
109K
$8.95M
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-15- 17.24% |
$965 - $1.06K
|
72
$5.92K
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-20- 0.5% |
$1.29K - $1.42K
|
3.96K
$326K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-23- 0.26% |
$1.48K - $1.63K
|
8.94K
$736K
|
|
|
Aug 14, 2024
Q2 2024
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-25- 6.67% |
$1.61K - $1.77K
|
350
$28.8K
|
|
|
Aug 07, 2024
Q2 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-25- 11.42% |
$1.61K - $1.77K
|
194
$16K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-27- 0.34% |
$1.74K - $1.92K
|
7.9K
$650K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-38- 29.92% |
$2.44K - $2.7K
|
89
$7.32K
|
|
|
Jul 18, 2024
Q2 2024
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-40- 7.66% |
$2.57K - $2.84K
|
482
$39.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghe, LLC
|
SELL
|
- |
-49- 0.58% |
$3.15K - $3.48K
|
8.43K
$694K
|
|
|
Aug 14, 2024
Q2 2024
|
Altshuler Shaham LTD
|
SELL
|
- |
-49- 12.04% |
$3.15K - $3.48K
|
358
$29.5K
|