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 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
34New |
$1.8K - $2.2K
|
34
$2.9K
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
32New |
$1.69K - $2.07K
|
32
$2.73K
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
23New |
$1.22K - $1.49K
|
23
$1.96K
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
22+ 0.58% |
$1.16K - $1.42K
|
3.81K
$325K
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
18New |
$952 - $1.16K
|
18
$1.54K
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
10New |
$529 - $646
|
10
$853
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
10New |
$529 - $646
|
10
$853
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
9New |
$476 - $581
|
9
$768
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6+ 19.35% |
$317 - $388
|
37
$3.16K
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
BUY
|
- |
6+ 0.02% |
$317 - $388
|
30.9K
$2.64M
|
|
Feb 13, 2024
Q4 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
4+ 0.44% |
$212 - $258
|
910
$77.6K
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
4+ 0.09% |
$212 - $258
|
4.52K
$386K
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
2+ 1.79% |
$106 - $129
|
114
$9.72K
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
2New |
$106 - $129
|
2
$171
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.12% |
$52.9 - $64.6
|
814
$69.4K
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1New |
$52.9 - $64.6
|
1
$85.3
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1+ 0.19% |
$52.9 - $64.6
|
514
$43.8K
|
|
Nov 26, 2024
Q4 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-3- 0.07% |
$159 - $194
|
4.6K
$392K
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-4- 0.19% |
$212 - $258
|
2.09K
$178K
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-4- 5.26% |
$212 - $258
|
72
$6.14K
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6- 0.06% |
$317 - $388
|
9.25K
$789K
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-6- 18.75% |
$317 - $388
|
26
$2.22K
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-12- 0.09% |
$635 - $775
|
12.6K
$1.08M
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-13- 76.47% |
$688 - $840
|
4
$341
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-16- 14.55% |
$846 - $1.03K
|
94
$8.02K
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-17- 38.64% |
$899 - $1.1K
|
27
$2.3K
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-17- 28.33% |
$899 - $1.1K
|
43
$3.67K
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-24- 0.72% |
$1.27K - $1.55K
|
3.31K
$282K
|
|
Feb 13, 2024
Q4 2023
|
Ossiam
Paris, I0 |
SELL
|
- |
-45- 1.29% |
$2.38K - $2.91K
|
3.45K
$294K
|
|
Feb 08, 2024
Q4 2023
|
Lindenwold Advisors
|
SELL
|
- |
-45- 1.06% |
$2.38K - $2.91K
|
4.19K
$357K
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-52- 0.03% |
$2.75K - $3.36K
|
191K
$16.3M
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-55- 25.35% |
$2.91K - $3.55K
|
162
$13.8K
|
|
Feb 07, 2024
Q4 2023
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
SELL
|
- |
-59- 0.07% |
$3.12K - $3.81K
|
84.4K
$7.2M
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-60- 0.27% |
$3.17K - $3.88K
|
22.2K
$1.9M
|
|
Jan 23, 2024
Q4 2023
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-75- 1.71% |
$3.97K - $4.84K
|
4.3K
$367K
|
|
Feb 14, 2024
Q4 2023
|
Gould Capital, LLC
|
SELL
|
- |
-76- 0.52% |
$4.02K - $4.91K
|
14.7K
$1.25M
|
|
Feb 13, 2024
Q4 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-77- 1.15% |
$4.07K - $4.97K
|
6.59K
$562K
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-77- 5.08% |
$4.07K - $4.97K
|
1.44K
$123K
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-83- 0.78% |
$4.39K - $5.36K
|
10.6K
$904K
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-87- 1.0% |
$4.6K - $5.62K
|
8.61K
$734K
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
SELL
|
- |
-98- 0.78% |
$5.18K - $6.33K
|
12.5K
$1.07M
|
|
Feb 09, 2024
Q4 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-99- 2.55% |
$5.24K - $6.39K
|
3.78K
$323K
|
|
Jan 22, 2024
Q4 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-100- 0.38% |
$5.29K - $6.46K
|
26.1K
$2.23M
|
|
Feb 08, 2024
Q4 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-100- 1.17% |
$5.29K - $6.46K
|
8.42K
$718K
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-101- 16.42% |
$5.34K - $6.52K
|
514
$43.8K
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-105- 10.11% |
$5.55K - $6.78K
|
934
$79.7K
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-108- 0.31% |
$5.71K - $6.98K
|
34.6K
$2.95M
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-146- 1.23% |
$7.72K - $9.43K
|
11.7K
$1M
|