Purchases and Sales Made in Q3 2023 in Sei Investments CO (SEIC)
This table provides information about the institutional ownership of Sei Investments CO (SEIC) during Q3 2023. 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 13, 2023
Q3 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
4.05K+ 49.06% |
$239K - $260K
|
12.3K
$1.01M
|
|
Oct 19, 2023
Q3 2023
|
Handelsbanken Fonder Ab
|
BUY
|
- |
3.9K+ 17.73% |
$230K - $250K
|
25.9K
$2.14M
|
|
Apr 29, 2024
Q3 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
3.89KNew |
$230K - $249K
|
3.89K
$321K
|
|
Nov 03, 2023
Q3 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
3.89KNew |
$230K - $249K
|
3.89K
$321K
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.62KNew |
$214K - $232K
|
3.62K
$298K
|
|
Nov 14, 2023
Q3 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
3.61K+ 303.02% |
$213K - $231K
|
4.8K
$396K
|
|
Nov 08, 2023
Q3 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
3.6KNew |
$212K - $231K
|
3.6K
$297K
|
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
3.55KNew |
$209K - $227K
|
3.55K
$292K
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
3.54K+ 0.55% |
$209K - $227K
|
643K
$53M
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
3.49KNew |
$206K - $223K
|
3.49K
$287K
|
|
Nov 08, 2023
Q3 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
3.39K+ 27.71% |
$200K - $217K
|
15.6K
$1.29M
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
BUY
|
- |
3.33KNew |
$197K - $214K
|
3.33K
$275K
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
3.14K+ 78.09% |
$185K - $201K
|
7.17K
$591K
|
|
Nov 08, 2023
Q3 2023
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
3.07K+ 5.6% |
$181K - $197K
|
57.9K
$4.78M
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.66K+ 16.34% |
$157K - $171K
|
18.9K
$1.56M
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.63K+ 7.97% |
$155K - $169K
|
35.6K
$2.94M
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
2.35K+ 15.61% |
$139K - $150K
|
17.4K
$1.43M
|
|
Mar 29, 2024
Q3 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
2.23K+ 147.3% |
$132K - $143K
|
3.75K
$309K
|
|
Oct 25, 2023
Q3 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
2.15K+ 5.62% |
$127K - $138K
|
40.5K
$3.33M
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
2.14KNew |
$126K - $137K
|
2.14K
$176K
|
|
Nov 13, 2023
Q3 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
2.12K+ 5302.5% |
$125K - $136K
|
2.16K
$178K
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
2.1K+ 6.43% |
$124K - $135K
|
34.8K
$2.86M
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.05K+ 28.82% |
$121K - $131K
|
9.17K
$756K
|
|
Nov 14, 2023
Q3 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
2.03K+ 48.97% |
$120K - $130K
|
6.18K
$509K
|
|
Oct 26, 2023
Q3 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
1.99K+ 9.78% |
$118K - $128K
|
22.4K
$1.84M
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.73K+ 31.69% |
$102K - $111K
|
7.17K
$591K
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
1.68KNew |
$98.9K - $107K
|
1.68K
$138K
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.67K+ 29.56% |
$98.6K - $107K
|
7.32K
$604K
|
|
Nov 09, 2023
Q3 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
1.6K+ 20.25% |
$94.4K - $103K
|
9.5K
$783K
|
|
Nov 08, 2023
Q3 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
1.49K+ 5.77% |
$87.7K - $95.3K
|
27.2K
$2.25M
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1.46K+ 29.64% |
$86.1K - $93.6K
|
6.39K
$526K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.36K+ 14.07% |
$80.2K - $87.1K
|
11K
$909K
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.36K+ 14.07% |
$80.2K - $87.1K
|
11K
$909K
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.31K+ 7.58% |
$77.3K - $84K
|
18.6K
$1.53M
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.3K+ 6.51% |
$76.4K - $83K
|
21.2K
$1.75M
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
1.26K+ 5.55% |
$74K - $80.4K
|
23.9K
$1.97M
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.03K+ 44.51% |
$60.7K - $65.9K
|
3.34K
$275K
|
|
Nov 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.02K+ 0.46% |
$60.3K - $65.5K
|
224K
$18.5M
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
978+ 4.49% |
$57.7K - $62.7K
|
22.8K
$1.88M
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
909+ 10.83% |
$53.6K - $58.2K
|
9.3K
$767K
|
|
Nov 02, 2023
Q3 2023
|
West Coast Financial LLC
|
BUY
|
- |
893+ 1.86% |
$52.7K - $57.2K
|
49K
$4.04M
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
853+ 408.13% |
$50.3K - $54.7K
|
1.06K
$87.6K
|
|
Nov 13, 2023
Q3 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
841+ 22.36% |
$49.6K - $53.9K
|
4.6K
$379K
|
|
Nov 02, 2023
Q3 2023
|
California Public Employees Retirement System
Sacramento, CA |
BUY
|
- |
773+ 0.43% |
$45.6K - $49.5K
|
180K
$14.8M
|
|
Nov 13, 2023
Q3 2023
|
Korea Investment Corp
Seoul, M5 |
BUY
|
- |
765+ 2.04% |
$45.1K - $49K
|
38.3K
$3.16M
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
691+ 2.03% |
$40.8K - $44.3K
|
34.7K
$2.86M
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
619New |
$36.5K - $39.7K
|
619
$51K
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
462+ 76.36% |
$27.3K - $29.6K
|
1.07K
$88K
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
450+ 4.09% |
$26.6K - $28.8K
|
11.5K
$944K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
445New |
$26.3K - $28.5K
|
445
$36.7K
|