Purchases and Sales Made in Q4 2023 in Sei Investments CO (SEIC)
This table provides information about the institutional ownership of Sei Investments CO (SEIC) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
743+ 2.07% |
$39.3K - $48K
|
36.6K
$3.16M
|
|
Feb 12, 2024
Q4 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
609+ 2.33% |
$32.2K - $39.3K
|
26.8K
$2.31M
|
|
Feb 14, 2024
Q4 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
607+ 1.2% |
$32.1K - $39.2K
|
51.1K
$4.4M
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
565+ 6277.78% |
$29.9K - $36.5K
|
574
$49.4K
|
|
Jul 01, 2024
Q4 2023
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
548New |
$29K - $35.4K
|
548
$47.2K
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
532+ 3.41% |
$28.1K - $34.4K
|
16.2K
$1.39M
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
500+ 6.14% |
$26.5K - $32.3K
|
8.65K
$745K
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
420+ 4.07% |
$22.2K - $27.1K
|
10.7K
$925K
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
412+ 1.63% |
$21.8K - $26.6K
|
25.8K
$2.22M
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
400+ 5.8% |
$21.2K - $25.8K
|
7.3K
$629K
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
391+ 11.21% |
$20.7K - $25.3K
|
3.88K
$334K
|
|
Feb 09, 2024
Q4 2023
|
Aviva PLC
|
BUY
|
- |
377+ 2.75% |
$19.9K - $24.4K
|
14.1K
$1.21M
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
375New |
$19.8K - $24.2K
|
375
$32.3K
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
373+ 21.0% |
$19.7K - $24.1K
|
2.15K
$185K
|
|
Feb 14, 2024
Q4 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
373+ 2.9% |
$19.7K - $24.1K
|
13.3K
$1.14M
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
316+ 19.27% |
$16.7K - $20.4K
|
1.96K
$168K
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
306+ 2.79% |
$16.2K - $19.8K
|
11.3K
$973K
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
290+ 1.43% |
$15.3K - $18.7K
|
20.6K
$1.78M
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
276+ 7.78% |
$14.6K - $17.8K
|
3.82K
$329K
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
250+ 3.49% |
$13.2K - $16.1K
|
7.42K
$639K
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
248New |
$13.1K - $16K
|
248
$21.4K
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
241+ 0.57% |
$12.7K - $15.6K
|
42.3K
$3.64M
|
|
Feb 06, 2024
Q4 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
231+ 4.32% |
$12.2K - $14.9K
|
5.58K
$481K
|
|
Feb 12, 2024
Q4 2023
|
Td Asset Management Inc
|
BUY
|
- |
226+ 0.12% |
$12K - $14.6K
|
187K
$16.1M
|
|
Feb 14, 2024
Q4 2023
|
Front Street Capital Management, Inc.
|
BUY
|
- |
223+ 3.14% |
$11.8K - $14.4K
|
7.33K
$631K
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
200New |
$10.6K - $12.9K
|
200
$17.2K
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
172+ 16.12% |
$9.1K - $11.1K
|
1.24K
$107K
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
157New |
$8.31K - $10.1K
|
157
$13.5K
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
153New |
$8.09K - $9.88K
|
153
$13.2K
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
150+ 17.34% |
$7.94K - $9.69K
|
1.02K
$87.4K
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
146+ 71.22% |
$7.72K - $9.43K
|
351
$30.2K
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
144+ 25.22% |
$7.62K - $9.3K
|
715
$61.6K
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
138+ 53.91% |
$7.3K - $8.91K
|
394
$33.9K
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
119+ 0.41% |
$6.3K - $7.69K
|
29.3K
$2.52M
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
114+ 60.32% |
$6.03K - $7.36K
|
303
$26.1K
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
101+ 21.0% |
$5.34K - $6.52K
|
582
$50.1K
|
|
Feb 14, 2024
Q4 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
100+ 0.27% |
$5.29K - $6.46K
|
37.5K
$3.23M
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
100New |
$5.29K - $6.46K
|
100
$8.61K
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
97+ 1.1% |
$5.13K - $6.27K
|
8.92K
$769K
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
95+ 9500.0% |
$5.03K - $6.14K
|
96
$8.27K
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
93+ 0.84% |
$4.92K - $6.01K
|
11.1K
$958K
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
75New |
$3.97K - $4.84K
|
75
$6.46K
|
|
Feb 07, 2024
Q4 2023
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
70+ 12.28% |
$3.7K - $4.52K
|
640
$55.1K
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
64+ 44.44% |
$3.39K - $4.13K
|
208
$17.9K
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
64+ 44.44% |
$3.39K - $4.13K
|
208
$17.9K
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
63New |
$3.33K - $4.07K
|
63
$5.43K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
61+ 44.85% |
$3.23K - $3.94K
|
197
$17K
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
52+ 0.09% |
$2.75K - $3.36K
|
57.9K
$4.99M
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
51+ 13.25% |
$2.7K - $3.29K
|
436
$37.6K
|
|
Feb 09, 2024
Q4 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
39+ 0.03% |
$2.06K - $2.52K
|
142K
$12.2M
|