Purchases and Sales Made in Q4 2024 in Sei Exchange Traded Fds Enhncd (SEIM)
This table provides information about the institutional ownership of Sei Exchange Traded Fds Enhncd (SEIM) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
65KNew |
$2.33M - $2.67M
|
65K
$2.64M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
37.5KNew |
$1.34M - $1.54M
|
37.5K
$1.52M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
29.4KNew |
$1.05M - $1.21M
|
29.4K
$1.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
28.5KNew |
$1.02M - $1.17M
|
28.5K
$1.16M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
8.29K+ 78.68% |
$297K - $341K
|
18.8K
$765K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
6.99KNew |
$251K - $288K
|
6.99K
$284K
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
1.25K+ 11.36% |
$44.6K - $51.2K
|
12.2K
$496K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.11K+ 11.9% |
$39.6K - $45.4K
|
10.4K
$422K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-313- 41.29% |
$11.2K - $12.9K
|
445
$18.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-576- 9.94% |
$20.6K - $23.7K
|
5.22K
$212K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-627- 9.46% |
$22.5K - $25.8K
|
6K
$244K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.01K- 42.05% |
$36.2K - $41.6K
|
1.39K
$56.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.34K- 11.39% |
$120K - $137K
|
26K
$1.06M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-3.87K- 9.27% |
$139K - $159K
|
37.9K
$1.54M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-7.28K- 14.56% |
$261K - $299K
|
42.7K
$1.73M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-18.2K- 6.93% |
$652K - $749K
|
244K
$9.93M
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-24.9K- 10.51% |
$892K - $1.02M
|
212K
$8.62M
|