Purchases and Sales Made in Q4 2024 in Sei Investments CO (SEIC)
This table provides information about the institutional ownership of Sei Investments CO (SEIC) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Copeland Capital Management, LLC
|
BUY
|
- |
135New |
$9.36K - $11.7K
|
135
$11.1K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
117+ 25.38% |
$8.12K - $10.1K
|
578
$47.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
113+ 2.58% |
$7.84K - $9.78K
|
4.49K
$369K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
101+ 5.55% |
$7.01K - $8.74K
|
1.92K
$158K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
93+ 2.04% |
$6.45K - $8.05K
|
4.65K
$383K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
75+ 54.74% |
$5.2K - $6.49K
|
212
$17.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
73New |
$5.06K - $6.32K
|
73
$6K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
69+ 0.22% |
$4.79K - $5.97K
|
32.1K
$2.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
66New |
$4.58K - $5.71K
|
66
$5.43K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
61+ 16.14% |
$4.23K - $5.28K
|
439
$36.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
61+ 0.12% |
$4.23K - $5.28K
|
51.8K
$4.26M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
57+ 1.58% |
$3.95K - $4.94K
|
3.66K
$301K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
41+ 0.14% |
$2.84K - $3.55K
|
29.9K
$2.46M
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
40New |
$2.77K - $3.46K
|
40
$3.29K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
39New |
$2.71K - $3.38K
|
39
$3.21K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
35+ 44.3% |
$2.43K - $3.03K
|
114
$9.38K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
34+ 154.55% |
$2.36K - $2.94K
|
56
$4.61K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
33+ 825.0% |
$2.29K - $2.86K
|
37
$3.04K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
29+ 0.6% |
$2.01K - $2.51K
|
4.89K
$402K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
28New |
$1.94K - $2.42K
|
28
$2.3K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
23+ 2.47% |
$1.6K - $1.99K
|
953
$78.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
16+ 6.81% |
$1.11K - $1.39K
|
251
$20.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
15+ 0.07% |
$1.04K - $1.3K
|
20.8K
$1.71M
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
15+ 34.09% |
$1.04K - $1.3K
|
59
$4.85K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
13New |
$902 - $1.13K
|
13
$1.07K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
13+ 7.43% |
$902 - $1.13K
|
188
$15.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
12New |
$832 - $1.04K
|
12
$987
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
11+ 0.5% |
$763 - $952
|
2.22K
$183K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10+ 1.56% |
$694 - $866
|
653
$53.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
8+ 0.5% |
$555 - $693
|
1.62K
$133K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
7+ 0.33% |
$486 - $606
|
2.13K
$175K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
7New |
$486 - $606
|
7
$576
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5+ 5.15% |
$347 - $433
|
102
$8.39K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
5New |
$347 - $433
|
5
$411
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
4+ 0.03% |
$277 - $346
|
14K
$1.15M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
4New |
$277 - $346
|
4
$329
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
2New |
$139 - $173
|
2
$164
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
2+ 10.0% |
$139 - $173
|
22
$1.81K
|
|
|
Feb 12, 2025
Q4 2024
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$69.4 - $86.6
|
1
$82.2
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
1New |
$69.4 - $86.6
|
1
$82.2
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1+ 0.03% |
$69.4 - $86.6
|
3.32K
$273K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.53% |
$69.4 - $86.6
|
189
$15.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-3- 4.76% |
$208 - $260
|
60
$4.93K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-3- 0.91% |
$208 - $260
|
326
$26.8K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-4- 0.16% |
$277 - $346
|
2.56K
$210K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-6- 0.67% |
$416 - $519
|
896
$73.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-7- 1.33% |
$486 - $606
|
519
$42.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-11- 1.85% |
$763 - $952
|
582
$47.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-17- 0.1% |
$1.18K - $1.47K
|
17.3K
$1.42M
|