Purchases and Sales Made in Q1 2025 in Sei Exchange Traded Fds Enhncd (SEIM)
This table provides information about the institutional ownership of Sei Exchange Traded Fds Enhncd (SEIM) during Q1 2025. The information is specifically focused on institutions that hold shares of SEI EXCHANGE TRADED FDS ENHNCD.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
92K+ 312.64% |
$3.25M - $3.79M
|
121K
$5.06M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
69.7KNew |
$2.47M - $2.87M
|
69.7K
$2.91M
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
37.2KNew |
$1.32M - $1.53M
|
37.2K
$1.55M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
27.2KNew |
$962K - $1.12M
|
27.2K
$1.13M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
27.2KNew |
$962K - $1.12M
|
27.2K
$1.13M
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
17KNew |
$602K - $701K
|
17K
$710K
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
14.5KNew |
$514K - $599K
|
14.5K
$607K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.5K+ 75.51% |
$371K - $433K
|
24.4K
$1.02M
|
|
|
Apr 25, 2025
Q1 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
10K+ 12.85% |
$354K - $412K
|
87.9K
$3.66M
|
|
|
May 15, 2025
Q1 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
9.93KNew |
$351K - $409K
|
9.93K
$414K
|
|
|
Apr 21, 2025
Q1 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
9.29K+ 15.93% |
$329K - $383K
|
67.6K
$2.82M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.27KNew |
$257K - $300K
|
7.27K
$303K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.32KNew |
$224K - $260K
|
6.32K
$264K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
5.09K+ 13.42% |
$180K - $210K
|
43K
$1.79M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.11K+ 6.36% |
$145K - $169K
|
68.7K
$2.87M
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
3.82KNew |
$135K - $158K
|
3.82K
$159K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.48K+ 58.28% |
$123K - $143K
|
9.44K
$394K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
2.23K+ 26.62% |
$78.8K - $91.8K
|
10.6K
$442K
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
2.09K+ 17.1% |
$73.9K - $86K
|
14.3K
$596K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
995+ 14.23% |
$35.2K - $41K
|
7.99K
$333K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
965+ 7.7% |
$34.1K - $39.8K
|
13.5K
$563K
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
490New |
$17.3K - $20.2K
|
490
$20.4K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
479New |
$16.9K - $19.7K
|
479
$20K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
211+ 2.11% |
$7.46K - $8.7K
|
10.2K
$427K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
184+ 13.21% |
$6.51K - $7.58K
|
1.58K
$65.8K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
144+ 53.93% |
$5.09K - $5.93K
|
411
$17.1K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
80New |
$2.83K - $3.3K
|
80
$3.34K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-13- 2.43% |
$460 - $536
|
521
$21.7K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-235- 1.61% |
$8.31K - $9.68K
|
14.4K
$600K
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-311- 2.14% |
$11K - $12.8K
|
14.2K
$594K
|
|
|
Jun 16, 2025
Q1 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-538- 3.75% |
$19K - $22.2K
|
13.8K
$575K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-616- 1.44% |
$21.8K - $25.4K
|
42.1K
$1.75M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-955- 3.35% |
$33.8K - $39.4K
|
27.5K
$1.15M
|
|
|
Apr 22, 2025
Q1 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-1.27K- 4.39% |
$45.1K - $52.5K
|
27.7K
$1.16M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.62K- 6.22% |
$57.2K - $66.6K
|
24.4K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.08K- 4.67% |
$73.6K - $85.8K
|
42.5K
$1.77M
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-2.32K- 36.26% |
$82K - $95.5K
|
4.07K
$170K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-5.62K- 15.01% |
$199K - $232K
|
31.8K
$1.33M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.28K- 14.09% |
$222K - $259K
|
38.3K
$1.6M
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-9.43K- 15.77% |
$334K - $389K
|
50.4K
$2.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-18.5K- 7.24% |
$653K - $761K
|
237K
$9.87M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-19.9K- 8.16% |
$705K - $822K
|
224K
$9.36M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-26.8K- 22.07% |
$948K - $1.1M
|
94.6K
$3.94M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-76.5K- 57.59% |
$2.71M - $3.15M
|
56.4K
$2.35M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-257K- 2.36% |
$9.08M - $10.6M
|
10.6M
$443M
|