Purchases and Sales Made in Q2 2025 in Sei Investments CO (SEIC)
This table provides information about the institutional ownership of Sei Investments CO (SEIC) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
373New |
$24.8K - $33.5K
|
373
$32.8K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
363+ 252.08% |
$24.1K - $32.6K
|
507
$44.6K
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
BUY
|
- |
341+ 11.86% |
$22.7K - $30.6K
|
3.22K
$283K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
337+ 1.27% |
$22.4K - $30.3K
|
27K
$2.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Camden Capital, LLC
|
BUY
|
- |
331+ 8.5% |
$22K - $29.7K
|
4.23K
$372K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
283+ 2.06% |
$18.8K - $25.4K
|
14K
$1.24M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
274+ 4.13% |
$18.2K - $24.6K
|
6.91K
$609K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
271+ 23.69% |
$18K - $24.4K
|
1.42K
$125K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
247+ 117.62% |
$16.4K - $22.2K
|
457
$40.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
246New |
$16.3K - $22.1K
|
246
$21.7K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
234+ 2.04% |
$15.5K - $21K
|
11.7K
$1.03M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
227+ 17.15% |
$15.1K - $20.4K
|
1.55K
$137K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
220+ 2000.0% |
$14.6K - $19.8K
|
231
$20.3K
|
|
|
Aug 15, 2025
Q2 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
193+ 33.68% |
$12.8K - $17.3K
|
766
$67.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
BUY
|
- |
191+ 3.12% |
$12.7K - $17.2K
|
6.32K
$557K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
179+ 3.2% |
$11.9K - $16.1K
|
5.78K
$509K
|
|
|
Aug 14, 2025
Q2 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
167New |
$11.1K - $15K
|
167
$14.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
144+ 73.47% |
$9.57K - $12.9K
|
340
$29.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
143+ 0.86% |
$9.5K - $12.8K
|
16.8K
$1.48M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
141+ 12.01% |
$9.37K - $12.7K
|
1.32K
$116K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
139+ 2.26% |
$9.24K - $12.5K
|
6.29K
$554K
|
|
|
Aug 05, 2025
Q2 2025
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
138New |
$9.17K - $12.4K
|
138
$12.2K
|
|
|
Jul 30, 2025
Q2 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
133+ 3.04% |
$8.84K - $12K
|
4.5K
$397K
|
|
|
Aug 14, 2025
Q2 2025
|
Southernsun Asset Management, LLC
Memphis, TN |
BUY
|
- |
114+ 0.17% |
$7.58K - $10.2K
|
67K
$5.9M
|
|
|
Aug 05, 2025
Q2 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
108+ 5.89% |
$7.18K - $9.7K
|
1.94K
$171K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
106New |
$7.04K - $9.53K
|
106
$9.33K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
104+ 0.19% |
$6.91K - $9.35K
|
56.1K
$4.94M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
104+ 3.74% |
$6.91K - $9.35K
|
2.89K
$254K
|
|
|
Aug 12, 2025
Q2 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
83New |
$5.52K - $7.46K
|
83
$7.31K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
78+ 26.71% |
$5.18K - $7.01K
|
370
$32.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
69+ 0.74% |
$4.59K - $6.2K
|
9.41K
$828K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
63+ 525.0% |
$4.19K - $5.66K
|
75
$6.6K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
58New |
$3.85K - $5.21K
|
58
$5.11K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
58New |
$3.85K - $5.21K
|
58
$5.11K
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
58+ 0.13% |
$3.85K - $5.21K
|
43.8K
$3.86M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
55+ 1.99% |
$3.65K - $4.94K
|
2.82K
$248K
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
53+ 588.89% |
$3.52K - $4.76K
|
62
$5.46K
|
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
50+ 0.88% |
$3.32K - $4.49K
|
5.72K
$503K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
49+ 4.71% |
$3.26K - $4.4K
|
1.09K
$96K
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
48+ 0.75% |
$3.19K - $4.31K
|
6.42K
$566K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
48+ 145.45% |
$3.19K - $4.31K
|
81
$7.13K
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
48+ 0.24% |
$3.19K - $4.31K
|
20.3K
$1.79M
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
46+ 30.67% |
$3.06K - $4.13K
|
196
$17.3K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
43+ 215.0% |
$2.86K - $3.86K
|
63
$5.55K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
41New |
$2.72K - $3.68K
|
41
$3.61K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
40New |
$2.66K - $3.59K
|
40
$3.52K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
37+ 3.98% |
$2.46K - $3.32K
|
967
$85.2K
|
|
|
Jul 10, 2025
Q2 2025
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
35+ 1.08% |
$2.33K - $3.15K
|
3.27K
$288K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
34New |
$2.26K - $3.06K
|
34
$2.99K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
31+ 23.85% |
$2.06K - $2.79K
|
161
$14.2K
|