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 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
400+ 2.05% |
$23.6K - $25.6K
|
19.9K
$1.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
394+ 1.83% |
$23.2K - $25.2K
|
22K
$1.81M
|
|
|
Nov 06, 2023
Q3 2023
|
Wrapmanager Inc
|
BUY
|
- |
378+ 9.0% |
$22.3K - $24.2K
|
4.58K
$377K
|
|
|
Nov 08, 2023
Q3 2023
|
Sepio Capital, LP
|
BUY
|
- |
342+ 0.71% |
$20.2K - $21.9K
|
48.3K
$3.98M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
313+ 4.17% |
$18.5K - $20.1K
|
7.83K
$645K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
307+ 169.61% |
$18.1K - $19.7K
|
488
$40.2K
|
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
275+ 2.37% |
$16.2K - $17.6K
|
11.9K
$978K
|
|
|
Nov 14, 2023
Q3 2023
|
Quarry LP
New York, NY |
BUY
|
- |
265+ 220.83% |
$15.6K - $17K
|
385
$31.7K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
245New |
$14.5K - $15.7K
|
245
$20.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
235+ 0.51% |
$13.9K - $15.1K
|
46.1K
$3.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
215+ 2.69% |
$12.7K - $13.8K
|
8.22K
$677K
|
|
|
Nov 14, 2023
Q3 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
211+ 1.67% |
$12.4K - $13.5K
|
12.9K
$1.06M
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
206+ 67.1% |
$12.2K - $13.2K
|
513
$42.3K
|
|
|
Nov 09, 2023
Q3 2023
|
Gould Capital, LLC
|
BUY
|
- |
195+ 1.34% |
$11.5K - $12.5K
|
14.7K
$1.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
180+ 0.32% |
$10.6K - $11.5K
|
56.5K
$4.66M
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
170+ 11.56% |
$10K - $10.9K
|
1.64K
$135K
|
|
|
Nov 08, 2023
Q3 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
160+ 0.11% |
$9.44K - $10.3K
|
142K
$11.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
143+ 1.73% |
$8.44K - $9.16K
|
8.43K
$695K
|
|
|
Nov 06, 2023
Q3 2023
|
Ghe, LLC
|
BUY
|
- |
143+ 1.74% |
$8.44K - $9.16K
|
8.35K
$688K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
138+ 116.95% |
$8.14K - $8.84K
|
256
$21.1K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
128+ 28.89% |
$7.55K - $8.2K
|
571
$47.1K
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
111+ 0.62% |
$6.55K - $7.11K
|
17.9K
$1.47M
|
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
BUY
|
- |
110+ 0.88% |
$6.49K - $7.05K
|
12.6K
$1.04M
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
108New |
$6.37K - $6.92K
|
108
$8.9K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
104New |
$6.14K - $6.66K
|
104
$8.57K
|
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
92+ 94.85% |
$5.43K - $5.9K
|
189
$15.6K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
68+ 49.64% |
$4.01K - $4.36K
|
205
$16.9K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
67+ 148.89% |
$3.95K - $4.29K
|
112
$9.23K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
54+ 33.13% |
$3.19K - $3.46K
|
217
$17.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
46+ 0.17% |
$2.71K - $2.95K
|
27.9K
$2.3M
|
|
|
Oct 30, 2023
Q3 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
44+ 0.75% |
$2.6K - $2.82K
|
5.93K
$489K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
35New |
$2.07K - $2.24K
|
35
$2.89K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
35New |
$2.07K - $2.24K
|
35
$2.89K
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
34+ 1.95% |
$2.01K - $2.18K
|
1.78K
$146K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
26+ 76.47% |
$1.53K - $1.67K
|
60
$4.95K
|
|
|
Oct 19, 2023
Q3 2023
|
Lindenwold Advisors
|
BUY
|
- |
26+ 0.62% |
$1.53K - $1.67K
|
4.23K
$349K
|
|
|
Oct 30, 2023
Q3 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
23+ 0.39% |
$1.36K - $1.47K
|
6K
$494K
|
|
|
Oct 27, 2023
Q3 2023
|
Td Asset Management Inc
|
BUY
|
- |
23+ 0.01% |
$1.36K - $1.47K
|
187K
$15.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
21+ 0.46% |
$1.24K - $1.35K
|
4.56K
$376K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
18+ 31.03% |
$1.06K - $1.15K
|
76
$6.27K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
17+ 62.96% |
$1K - $1.09K
|
44
$3.63K
|
|
|
Nov 14, 2023
Q3 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
14+ 0.48% |
$826 - $897
|
2.92K
$241K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
13+ 325.0% |
$767 - $833
|
17
$1.4K
|
|
|
Oct 18, 2023
Q3 2023
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
11+ 1.69% |
$649 - $705
|
660
$54.4K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
6+ 23.08% |
$354 - $384
|
32
$2.64K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6+ 0.99% |
$354 - $384
|
615
$50.7K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5+ 4.76% |
$295 - $320
|
110
$9.07K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
5+ 3.82% |
$295 - $320
|
136
$11.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
4New |
$236 - $256
|
4
$330
|
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
4+ 80.0% |
$236 - $256
|
9
$742
|