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 07, 2024
Q4 2023
|
Wrapmanager Inc
|
SELL
|
- |
-147- 3.21% |
$7.78K - $9.49K
|
4.43K
$382K
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-150- 18.75% |
$7.94K - $9.69K
|
650
$56K
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-151- 3.07% |
$7.99K - $9.75K
|
4.77K
$411K
|
|
Feb 12, 2024
Q4 2023
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-154- 0.33% |
$8.15K - $9.95K
|
46K
$3.96M
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-160- 2.41% |
$8.46K - $10.3K
|
6.48K
$558K
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-168- 0.37% |
$8.89K - $10.9K
|
44.9K
$3.87M
|
|
Feb 14, 2024
Q4 2023
|
Southernsun Asset Management, LLC
Memphis, TN |
SELL
|
- |
-187- 0.24% |
$9.89K - $12.1K
|
77.4K
$6.66M
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-200- 14.38% |
$10.6K - $12.9K
|
1.19K
$103K
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-251- 51.43% |
$13.3K - $16.2K
|
237
$20.4K
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-266- 6.1% |
$14.1K - $17.2K
|
4.09K
$352K
|
|
Jan 30, 2024
Q4 2023
|
Dgs Capital Management, LLC
|
SELL
|
- |
-282- 6.25% |
$14.9K - $18.2K
|
4.23K
$365K
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-340- 0.71% |
$18K - $22K
|
47.9K
$4.12M
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-355- 2.11% |
$18.8K - $22.9K
|
16.5K
$1.42M
|
|
Feb 14, 2024
Q4 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-357- 7.58% |
$18.9K - $23.1K
|
4.35K
$375K
|
|
Jan 19, 2024
Q4 2023
|
Donald L. Hagan, LLC
|
SELL
|
- |
-384- 2.11% |
$20.3K - $24.8K
|
17.8K
$1.53M
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-393- 6.15% |
$20.8K - $25.4K
|
5.99K
$516K
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-400- 1.4% |
$21.2K - $25.8K
|
28.1K
$2.42M
|
|
Feb 14, 2024
Q4 2023
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-474- 0.65% |
$25.1K - $30.6K
|
72.6K
$6.25M
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-479- 2.12% |
$25.3K - $30.9K
|
22.1K
$1.9M
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-484- 12.91% |
$25.6K - $31.3K
|
3.27K
$281K
|
|
Feb 09, 2024
Q4 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-500- 5.26% |
$26.5K - $32.3K
|
9K
$775K
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-539- 16.13% |
$28.5K - $34.8K
|
2.8K
$241K
|
|
Jan 31, 2024
Q4 2023
|
Lafayette Investments, Inc.
|
SELL
|
- |
-560- 3.04% |
$29.6K - $36.2K
|
17.9K
$1.54M
|
|
Feb 13, 2024
Q4 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-560- 1.38% |
$29.6K - $36.2K
|
40K
$3.44M
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-569- 3.39% |
$30.1K - $36.8K
|
16.2K
$1.4M
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-595- 2.62% |
$31.5K - $38.4K
|
22.2K
$1.91M
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-595- 2.49% |
$31.5K - $38.4K
|
23.3K
$2.01M
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-617- 28.87% |
$32.6K - $39.9K
|
1.52K
$131K
|
|
Feb 13, 2024
Q4 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-625- 10.54% |
$33.1K - $40.4K
|
5.3K
$457K
|
|
Jan 24, 2024
Q4 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-647- 2.38% |
$34.2K - $41.8K
|
26.5K
$2.28M
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-663Closed |
$35.1K - $42.8K
|
0
$0
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-697- 4.16% |
$36.9K - $45K
|
16.1K
$1.38M
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-714- 7.34% |
$37.8K - $46.1K
|
9.01K
$776K
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-738- 3.24% |
$39K - $47.7K
|
22K
$1.9M
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-742- 4.86% |
$39.3K - $47.9K
|
14.5K
$1.25M
|
|
Jan 30, 2024
Q4 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-833- 7.89% |
$44.1K - $53.8K
|
9.72K
$837K
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-853- 80.32% |
$45.1K - $55.1K
|
209
$18K
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-861- 84.66% |
$45.5K - $55.6K
|
156
$13.4K
|
|
Feb 14, 2024
Q4 2023
|
Ethic Inc.
New York, NY |
SELL
|
- |
-900- 16.99% |
$47.6K - $58.1K
|
4.4K
$379K
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-960- 5.37% |
$50.8K - $62K
|
16.9K
$1.46M
|
|
Feb 01, 2024
Q4 2023
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-1.1K- 4.25% |
$58.2K - $71K
|
24.8K
$2.14M
|
|
Jan 19, 2024
Q4 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-1.15K- 0.58% |
$60.8K - $74.3K
|
199K
$17.1M
|
|
Jan 19, 2024
Q4 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-1.21K- 11.39% |
$64K - $78.2K
|
9.42K
$811K
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.23K- 6.62% |
$65.1K - $79.5K
|
17.4K
$1.5M
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-1.26K- 0.51% |
$66.4K - $81.1K
|
246K
$21.2M
|
|
Jan 30, 2024
Q4 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-1.27K- 3.13% |
$67.1K - $81.9K
|
39.2K
$3.38M
|
|
Feb 14, 2024
Q4 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-1.27K- 2.21% |
$67.3K - $82.2K
|
56.4K
$4.86M
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.29K- 16.43% |
$68K - $83.1K
|
6.54K
$564K
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-1.42K- 2.75% |
$75K - $91.5K
|
50.1K
$4.31M
|
|
Jan 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.45K- 11.39% |
$76.6K - $93.5K
|
11.3K
$970K
|