Purchases and Sales Made in Q3 2021 in Sei Investments CO (SEIC)
This table provides information about the institutional ownership of Sei Investments CO (SEIC) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
192New |
$11.1K - $12.1K
|
192
$16.9K
|
|
|
Oct 22, 2021
Q3 2021
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
190+ 1.75% |
$11K - $12K
|
11K
$972K
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
189New |
$10.9K - $11.9K
|
189
$16.6K
|
|
|
Oct 29, 2021
Q3 2021
|
Crewe Advisors LLC
|
BUY
|
- |
166New |
$9.6K - $10.5K
|
166
$14.6K
|
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
BUY
|
- |
156+ 16.76% |
$9.02K - $9.85K
|
1.09K
$95.7K
|
|
|
Oct 28, 2021
Q3 2021
|
M&T Bank Corp
|
BUY
|
- |
154+ 1.35% |
$8.9K - $9.73K
|
11.5K
$1.02M
|
|
|
Nov 15, 2021
Q3 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
BUY
|
- |
150+ 0.9% |
$8.67K - $9.47K
|
16.9K
$1.49M
|
|
|
Nov 17, 2021
Q3 2021
|
Aurora Investment Counsel
Atlanta, GA |
BUY
|
- |
145+ 1.03% |
$8.38K - $9.16K
|
14.2K
$1.25M
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
140+ 28.4% |
$8.09K - $8.84K
|
633
$55.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
135+ 9.38% |
$7.8K - $8.53K
|
1.57K
$139K
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
103+ 3.13% |
$5.95K - $6.5K
|
3.39K
$299K
|
|
|
Oct 08, 2021
Q3 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
93New |
$5.38K - $5.87K
|
93
$8.19K
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
90+ 27.03% |
$5.2K - $5.68K
|
423
$37.2K
|
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
BUY
|
- |
90+ 28.13% |
$5.2K - $5.68K
|
410
$36.1K
|
|
|
Nov 10, 2021
Q3 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
85New |
$4.91K - $5.37K
|
85
$7.49K
|
|
|
Oct 14, 2021
Q3 2021
|
Davenport & CO LLC
|
BUY
|
- |
75+ 0.36% |
$4.34K - $4.74K
|
21K
$1.85M
|
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
63New |
$3.64K - $3.98K
|
63
$5.55K
|
|
|
Nov 12, 2021
Q3 2021
|
Southernsun Asset Management, LLC
Memphis, TN |
BUY
|
- |
53+ 0.04% |
$3.06K - $3.35K
|
123K
$10.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
39+ 1.1% |
$2.25K - $2.46K
|
3.6K
$317K
|
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
BUY
|
- |
37+ 308.33% |
$2.14K - $2.34K
|
49
$4.31K
|
|
|
Aug 16, 2024
Q3 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
33New |
$1.91K - $2.08K
|
33
$2.91K
|
|
|
Nov 07, 2022
Q3 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
33New |
$1.91K - $2.08K
|
33
$2.91K
|
|
|
Nov 05, 2021
Q3 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
32+ 31.68% |
$1.85K - $2.02K
|
133
$11.7K
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
30+ 1.48% |
$1.73K - $1.89K
|
2.06K
$181K
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
23+ 2.83% |
$1.33K - $1.45K
|
837
$73.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
23New |
$1.33K - $1.45K
|
23
$2.03K
|
|
|
Nov 15, 2021
Q3 2021
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
20New |
$1.16K - $1.26K
|
20
$1.76K
|
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
18New |
$1.04K - $1.14K
|
18
$1.59K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
15New |
$867 - $947
|
15
$1.32K
|
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
13+ 1.04% |
$752 - $821
|
1.27K
$112K
|
|
|
Nov 12, 2021
Q3 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
12+ 5.38% |
$694 - $758
|
235
$20.7K
|
|
|
Nov 15, 2021
Q3 2021
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
10+ 0.07% |
$578 - $632
|
14K
$1.23M
|
|
|
Oct 20, 2021
Q3 2021
|
Toth Financial Advisory Corp
|
BUY
|
- |
10+ 0.7% |
$578 - $632
|
1.44K
$126K
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9+ 26.47% |
$520 - $568
|
43
$3.79K
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
7+ 5.83% |
$405 - $442
|
127
$11.2K
|
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
4+ 40.0% |
$231 - $253
|
14
$1.23K
|
|
|
Nov 17, 2021
Q3 2021
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
2New |
$116 - $126
|
2
$176
|
|
|
Nov 12, 2021
Q3 2021
|
Achmea Investment Management B.V.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 22, 2024
Q3 2021
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-1- 14.29% |
$57.8 - $63.2
|
6
$528
|
|
|
Nov 10, 2021
Q3 2021
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-4- 1.36% |
$231 - $253
|
290
$25.5K
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-12Closed |
$694 - $758
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-13- 9.03% |
$752 - $821
|
131
$11.5K
|
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-13- 9.03% |
$752 - $821
|
131
$11.5K
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-20- 1.79% |
$1.16K - $1.26K
|
1.1K
$96.4K
|
|
|
Oct 13, 2021
Q3 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-26- 5.1% |
$1.5K - $1.64K
|
484
$42.6K
|
|
|
Oct 27, 2021
Q3 2021
|
Hills Bank & Trust CO
|
SELL
|
- |
-27- 0.98% |
$1.56K - $1.71K
|
2.72K
$239K
|
|
|
Oct 19, 2021
Q3 2021
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-28- 0.39% |
$1.62K - $1.77K
|
7.1K
$625K
|
|
|
Oct 21, 2021
Q3 2021
|
Great Diamond Partners, LLC
|
SELL
|
- |
-30- 0.64% |
$1.73K - $1.89K
|
4.68K
$412K
|