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 14, 2025
Q2 2025
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
30+ 0.18% |
$1.99K - $2.7K
|
16.7K
$1.47M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
29+ 223.08% |
$1.93K - $2.61K
|
42
$3.7K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
27+ 1.42% |
$1.79K - $2.43K
|
1.92K
$169K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
27New |
$1.79K - $2.43K
|
27
$2.38K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
26+ 0.07% |
$1.73K - $2.34K
|
36K
$3.17M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
25+ 0.12% |
$1.66K - $2.25K
|
20.8K
$1.83M
|
|
|
Jul 01, 2025
Q2 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
22+ 0.57% |
$1.46K - $1.98K
|
3.88K
$342K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
20+ 100.0% |
$1.33K - $1.8K
|
40
$3.52K
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
19+ 0.19% |
$1.26K - $1.71K
|
10.3K
$904K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
19+ 51.35% |
$1.26K - $1.71K
|
56
$4.93K
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
19New |
$1.26K - $1.71K
|
19
$1.67K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
17+ 24.29% |
$1.13K - $1.53K
|
87
$7.66K
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
BUY
|
- |
17+ 0.56% |
$1.13K - $1.53K
|
3.06K
$270K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
13+ 1.96% |
$864 - $1.17K
|
676
$59.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
13New |
$864 - $1.17K
|
13
$1.14K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
13New |
$864 - $1.17K
|
13
$1.14K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
11+ 11.34% |
$731 - $988
|
108
$9.51K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
9+ 0.63% |
$598 - $809
|
1.43K
$126K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9+ 0.23% |
$598 - $809
|
3.96K
$349K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
9+ 0.1% |
$598 - $809
|
9K
$792K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
8New |
$532 - $719
|
8
$704
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
8+ 23.53% |
$532 - $719
|
42
$3.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
8+ 0.55% |
$532 - $719
|
1.46K
$128K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
8+ 266.67% |
$532 - $719
|
11
$969
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
7+ 4.07% |
$465 - $629
|
179
$15.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
5New |
$332 - $449
|
5
$440
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4+ 3.2% |
$266 - $359
|
129
$11.4K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
4+ 200.0% |
$266 - $359
|
6
$528
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
3+ 100.0% |
$199 - $270
|
6
$528
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2+ 0.07% |
$133 - $180
|
2.68K
$236K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
1+ 0.03% |
$66.5 - $89.9
|
3.2K
$282K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.57% |
$66.5 - $89.9
|
175
$15.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Altshuler Shaham LTD
|
SELL
|
- |
-1- 2.0% |
$66.5 - $89.9
|
49
$4.31K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1- 1.79% |
$66.5 - $89.9
|
55
$4.84K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-2- 5.71% |
$133 - $180
|
33
$2.91K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-2- 18.18% |
$133 - $180
|
9
$793
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-3- 5.0% |
$199 - $270
|
57
$5.02K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
SELL
|
- |
-5Closed |
$332 - $449
|
0
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-6- 0.68% |
$399 - $539
|
873
$76.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-15- 1.43% |
$997 - $1.35K
|
1.03K
$91K
|
|
|
Jul 24, 2025
Q2 2025
|
Lindenwold Advisors
|
SELL
|
- |
-18- 0.46% |
$1.2K - $1.62K
|
3.89K
$343K
|
|
|
Jul 31, 2025
Q2 2025
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-20- 0.06% |
$1.33K - $1.8K
|
36.1K
$3.18M
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-33- 1.13% |
$2.19K - $2.97K
|
2.9K
$255K
|
|
|
Aug 07, 2025
Q2 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-45- 0.97% |
$2.99K - $4.04K
|
4.6K
$405K
|
|
|
Jul 11, 2025
Q2 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-55- 29.89% |
$3.65K - $4.94K
|
129
$11.4K
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-58- 0.1% |
$3.85K - $5.21K
|
57.9K
$5.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-59- 0.78% |
$3.92K - $5.3K
|
7.52K
$662K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-64- 7.18% |
$4.25K - $5.75K
|
827
$72.8K
|
|
|
Aug 04, 2025
Q2 2025
|
Hills Bank & Trust CO
|
SELL
|
- |
-65- 3.79% |
$4.32K - $5.84K
|
1.65K
$145K
|