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
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
19+ 26.76% |
$1.2K - $1.33K
|
90
$7.42K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
19+ 3.04% |
$1.2K - $1.33K
|
643
$53K
|
|
|
Nov 14, 2024
Q3 2024
|
Altshuler Shaham LTD
|
BUY
|
- |
18+ 5.03% |
$1.14K - $1.26K
|
376
$31K
|
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
17+ 0.04% |
$1.07K - $1.19K
|
41.9K
$3.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
17+ 0.37% |
$1.07K - $1.19K
|
4.56K
$376K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
11+ 6.71% |
$694 - $768
|
175
$14.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
11+ 1.3% |
$694 - $768
|
854
$70.4K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
11+ 1.89% |
$694 - $768
|
593
$48.9K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
8New |
$505 - $559
|
8
$660
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4+ 0.09% |
$252 - $279
|
4.49K
$370K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3+ 3.19% |
$189 - $209
|
97
$8K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
3+ 2.24% |
$189 - $209
|
137
$11.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
SELL
|
- |
-3- 0.05% |
$189 - $209
|
5.76K
$475K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-3- 0.46% |
$189 - $209
|
650
$53.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-4- 0.05% |
$252 - $279
|
8.47K
$698K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-7- 20.59% |
$442 - $489
|
27
$2.23K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-8- 0.13% |
$505 - $559
|
6.18K
$509K
|
|
|
Nov 06, 2024
Q3 2024
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-8- 1.66% |
$505 - $559
|
474
$39.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-9- 12.5% |
$568 - $628
|
63
$5.19K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-10- 50.0% |
$631 - $698
|
10
$824
|
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-11- 0.13% |
$694 - $768
|
8.4K
$692K
|
|
|
Oct 22, 2024
Q3 2024
|
Lafayette Investments, Inc.
|
SELL
|
- |
-16- 0.09% |
$1.01K - $1.12K
|
17K
$1.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-17- 16.35% |
$1.07K - $1.19K
|
87
$7.17K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-28- 1.41% |
$1.77K - $1.96K
|
1.96K
$162K
|
|
|
Oct 30, 2024
Q3 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-31- 0.2% |
$1.96K - $2.16K
|
15.3K
$1.26M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-33- 10.09% |
$2.08K - $2.3K
|
294
$24.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-34- 17.44% |
$2.15K - $2.37K
|
161
$13.3K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-34Closed |
$2.15K - $2.37K
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-39- 1.18% |
$2.46K - $2.72K
|
3.27K
$269K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-44- 28.76% |
$2.78K - $3.07K
|
109
$8.99K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-54- 72.97% |
$3.41K - $3.77K
|
20
$1.65K
|
|
|
Oct 16, 2024
Q3 2024
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-60- 1.5% |
$3.79K - $4.19K
|
3.94K
$325K
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-60- 0.14% |
$3.79K - $4.19K
|
43.8K
$3.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-66- 5.51% |
$4.16K - $4.61K
|
1.13K
$93.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-67- 0.46% |
$4.23K - $4.68K
|
14.4K
$1.18M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-70- 77.78% |
$4.42K - $4.89K
|
20
$1.65K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-84- 0.14% |
$5.3K - $5.87K
|
58.1K
$4.79M
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-96- 50.0% |
$6.06K - $6.7K
|
96
$7.91K
|
|
|
Nov 13, 2024
Q3 2024
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-100- 1.36% |
$6.31K - $6.98K
|
7.23K
$596K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-100- 2.77% |
$6.31K - $6.98K
|
3.51K
$289K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-103- 3.5% |
$6.5K - $7.19K
|
2.84K
$234K
|
|
|
Nov 14, 2024
Q3 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-143- 3.51% |
$9.02K - $9.99K
|
3.93K
$324K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-148- 0.41% |
$9.34K - $10.3K
|
36.3K
$2.99M
|
|
|
Oct 17, 2024
Q3 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-161- 0.71% |
$10.2K - $11.2K
|
22.5K
$1.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-166- 0.73% |
$10.5K - $11.6K
|
22.6K
$1.86M
|
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-185- 1.73% |
$11.7K - $12.9K
|
10.5K
$866K
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
SELL
|
- |
-192- 0.35% |
$12.1K - $13.4K
|
54K
$4.45M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-193- 2.12% |
$12.2K - $13.5K
|
8.92K
$735K
|