Purchases and Sales Made in Q3 2024 in Sei Investments CO (SEIC)
This table provides information about the institutional ownership of Sei Investments CO (SEIC) during Q3 2024. 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 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
425+ 4.04% |
$26.8K - $29.7K
|
10.9K
$902K
|
|
Nov 14, 2024
Q3 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
424+ 9.89% |
$26.8K - $29.6K
|
4.71K
$389K
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
421+ 9.33% |
$26.6K - $29.4K
|
4.93K
$407K
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
399+ 46.23% |
$25.2K - $27.9K
|
1.26K
$104K
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
377+ 12.18% |
$23.8K - $26.3K
|
3.47K
$286K
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
368+ 29.58% |
$23.2K - $25.7K
|
1.61K
$133K
|
|
Nov 14, 2024
Q3 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
366+ 2.66% |
$23.1K - $25.6K
|
14.1K
$1.16M
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
343+ 3.84% |
$21.6K - $24K
|
9.28K
$765K
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
306+ 9.43% |
$19.3K - $21.4K
|
3.55K
$293K
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
295+ 797.3% |
$18.6K - $20.6K
|
332
$27.4K
|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
293+ 0.38% |
$18.5K - $20.5K
|
76.4K
$6.3M
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
292+ 11.42% |
$18.4K - $20.4K
|
2.85K
$235K
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
248+ 278.65% |
$15.6K - $17.3K
|
337
$27.8K
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
232+ 101.31% |
$14.6K - $16.2K
|
461
$38K
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
203+ 116.0% |
$12.8K - $14.2K
|
378
$31.2K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
182+ 2.3% |
$11.5K - $12.7K
|
8.09K
$667K
|
|
Nov 14, 2024
Q3 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
177+ 50.57% |
$11.2K - $12.4K
|
527
$43.4K
|
|
Nov 08, 2024
Q3 2024
|
Aurora Investment Counsel
Atlanta, GA |
BUY
|
- |
144+ 0.58% |
$9.09K - $10.1K
|
25.2K
$2.07M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
135+ 4.24% |
$8.52K - $9.43K
|
3.32K
$274K
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
132+ 23.74% |
$8.33K - $9.22K
|
688
$56.7K
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
117New |
$7.38K - $8.17K
|
117
$9.65K
|
|
Oct 22, 2024
Q3 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
106+ 54.64% |
$6.69K - $7.4K
|
300
$24.7K
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
96+ 8.95% |
$6.06K - $6.7K
|
1.17K
$96.4K
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
90+ 5.94% |
$5.68K - $6.28K
|
1.61K
$132K
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
90New |
$5.68K - $6.28K
|
90
$7.42K
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
87New |
$5.49K - $6.08K
|
87
$7.17K
|
|
Nov 07, 2024
Q3 2024
|
Lindenwold Advisors
|
BUY
|
- |
84+ 2.08% |
$5.3K - $5.87K
|
4.12K
$340K
|
|
Nov 14, 2024
Q3 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
83+ 1.2% |
$5.24K - $5.8K
|
7K
$577K
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
80+ 0.27% |
$5.05K - $5.59K
|
29.9K
$2.46M
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
80New |
$5.05K - $5.59K
|
80
$6.6K
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
79New |
$4.98K - $5.52K
|
79
$6.51K
|
|
Nov 12, 2024
Q3 2024
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
73+ 1.92% |
$4.61K - $5.1K
|
3.88K
$320K
|
|
Nov 14, 2024
Q3 2024
|
Southernsun Asset Management, LLC
Memphis, TN |
BUY
|
- |
65+ 0.1% |
$4.1K - $4.54K
|
65.6K
$5.41M
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
63New |
$3.98K - $4.4K
|
63
$5.19K
|
|
Nov 14, 2024
Q3 2024
|
American Capital Management Inc
New York, NY |
BUY
|
- |
62+ 0.02% |
$3.91K - $4.33K
|
304K
$25.1M
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
56New |
$3.53K - $3.91K
|
56
$4.62K
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
56+ 31.28% |
$3.53K - $3.91K
|
235
$19.4K
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
56+ 560.0% |
$3.53K - $3.91K
|
66
$5.44K
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
55+ 0.63% |
$3.47K - $3.84K
|
8.81K
$726K
|
|
Nov 07, 2024
Q3 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
54+ 0.19% |
$3.41K - $3.77K
|
28.2K
$2.33M
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
50+ 156.25% |
$3.16K - $3.49K
|
82
$6.76K
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
47New |
$2.97K - $3.28K
|
47
$3.87K
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
44New |
$2.78K - $3.07K
|
44
$3.63K
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
43New |
$2.71K - $3K
|
43
$3.54K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
40+ 3.22% |
$2.52K - $2.79K
|
1.28K
$106K
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
37+ 1.77% |
$2.33K - $2.58K
|
2.13K
$175K
|
|
Nov 12, 2024
Q3 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
24+ 0.11% |
$1.51K - $1.68K
|
21.6K
$1.78M
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
BUY
|
- |
23+ 0.14% |
$1.45K - $1.61K
|
16.4K
$1.35M
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
21New |
$1.33K - $1.47K
|
21
$1.73K
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
20+ 18.69% |
$1.26K - $1.4K
|
127
$10.5K
|