Purchases and Sales Made in Q4 2022 in Sei Investments CO (SEIC)
This table provides information about the institutional ownership of Sei Investments CO (SEIC) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 03, 2023
Q4 2022
|
Fcf Advisors LLC
|
BUY
|
- |
352+ 2.26% |
$16.7K - $22.2K
|
15.9K
$1.29M
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
351+ 1.49% |
$16.6K - $22.2K
|
23.9K
$1.93M
|
|
May 23, 2023
Q4 2022
|
Royce & Associates LP
|
BUY
|
- |
341+ 0.02% |
$16.1K - $21.5K
|
1.45M
$117M
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
320+ 507.94% |
$15.2K - $20.2K
|
383
$31K
|
|
Feb 14, 2023
Q4 2022
|
West Coast Financial LLC
|
BUY
|
- |
303+ 0.62% |
$14.4K - $19.1K
|
49K
$3.96M
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
300New |
$14.2K - $18.9K
|
300
$24.2K
|
|
Feb 13, 2023
Q4 2022
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
289New |
$13.7K - $18.3K
|
289
$23.4K
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
271New |
$12.8K - $17.1K
|
271
$21.9K
|
|
Feb 06, 2023
Q4 2022
|
Retirement Systems Of Alabama
|
BUY
|
- |
249+ 0.09% |
$11.8K - $15.7K
|
282K
$22.8M
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
247+ 0.7% |
$11.7K - $15.6K
|
35.3K
$2.85M
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
245+ 3.08% |
$11.6K - $15.5K
|
8.21K
$663K
|
|
Feb 15, 2023
Q4 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
213+ 0.89% |
$10.1K - $13.5K
|
24.3K
$1.96M
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
195New |
$9.24K - $12.3K
|
195
$15.8K
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
132+ 1.23% |
$6.25K - $8.34K
|
10.8K
$877K
|
|
Feb 10, 2023
Q4 2022
|
Victory Capital Management Inc
|
BUY
|
- |
113+ 0.05% |
$5.35K - $7.14K
|
213K
$17.2M
|
|
Jan 09, 2023
Q4 2022
|
Yousif Capital Management, LLC
|
BUY
|
- |
104+ 0.19% |
$4.93K - $6.57K
|
54.4K
$4.39M
|
|
Jan 27, 2023
Q4 2022
|
State Of Michigan Retirement System
|
BUY
|
- |
100+ 0.3% |
$4.74K - $6.32K
|
33.2K
$2.69M
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
BUY
|
- |
92+ 541.18% |
$4.36K - $5.81K
|
109
$8.81K
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
91New |
$4.31K - $5.75K
|
91
$7.35K
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
83New |
$3.93K - $5.24K
|
83
$6.71K
|
|
Feb 09, 2023
Q4 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
83+ 0.02% |
$3.93K - $5.24K
|
411K
$33.3M
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
71+ 0.86% |
$3.36K - $4.48K
|
8.38K
$677K
|
|
Jan 24, 2023
Q4 2022
|
Baillie Gifford & CO
|
BUY
|
- |
62+ 15.16% |
$2.94K - $3.92K
|
471
$38.1K
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
59+ 27.57% |
$2.79K - $3.73K
|
273
$22.1K
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
58+ 1.7% |
$2.75K - $3.66K
|
3.48K
$281K
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
58+ 0.97% |
$2.75K - $3.66K
|
6.05K
$489K
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
49New |
$2.32K - $3.09K
|
49
$3.96K
|
|
Feb 21, 2023
Q4 2022
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
48+ 0.25% |
$2.27K - $3.03K
|
19K
$1.53M
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
46New |
$2.18K - $2.91K
|
46
$3.72K
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
46+ 0.58% |
$2.18K - $2.91K
|
8.05K
$650K
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
45+ 7.5% |
$2.13K - $2.84K
|
645
$52.1K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
44New |
$2.08K - $2.78K
|
44
$3.56K
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
44+ 338.46% |
$2.08K - $2.78K
|
57
$4.61K
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
36New |
$1.7K - $2.27K
|
36
$2.91K
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
35New |
$1.66K - $2.21K
|
35
$2.83K
|
|
Feb 10, 2023
Q4 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
35New |
$1.66K - $2.21K
|
35
$2.83K
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
33New |
$1.56K - $2.08K
|
33
$2.67K
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
30+ 10.6% |
$1.42K - $1.89K
|
313
$25.3K
|
|
Jan 18, 2023
Q4 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
25+ 0.22% |
$1.18K - $1.58K
|
11.2K
$907K
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
25+ 0.13% |
$1.18K - $1.58K
|
19.5K
$1.57M
|
|
Jan 19, 2023
Q4 2022
|
Arlington Partners LLC
|
BUY
|
- |
24New |
$1.14K - $1.52K
|
24
$1.94K
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
19+ 118.75% |
$900 - $1.2K
|
35
$2.83K
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
13+ 0.2% |
$616 - $821
|
6.65K
$537K
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
13+ 0.94% |
$616 - $821
|
1.4K
$113K
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
12+ 20.0% |
$568 - $758
|
72
$5.82K
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
12New |
$568 - $758
|
12
$970
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
10+ 6.25% |
$474 - $632
|
170
$13.7K
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10+ 0.52% |
$474 - $632
|
1.93K
$156K
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
8New |
$379 - $505
|
8
$647
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
8+ 6.9% |
$379 - $505
|
124
$10K
|