Purchases and Sales Made in Q1 2025 in Sei Exchange Traded Fds Ehned (SEIQ)
This table provides information about the institutional ownership of Sei Exchange Traded Fds Ehned (SEIQ) during Q1 2025. The information is specifically focused on institutions that hold shares of SEI EXCHANGE TRADED FDS EHNED .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
50.7K+ 317.52% |
$1.72M - $1.84M
|
66.7K
$2.48M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
35.5KNew |
$1.2M - $1.29M
|
35.5K
$1.32M
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
22.6KNew |
$765K - $820K
|
22.6K
$839K
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
20.2KNew |
$686K - $735K
|
20.2K
$752K
|
|
|
Apr 21, 2025
Q1 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
14.2K+ 25.24% |
$481K - $516K
|
70.4K
$2.62M
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
13.2K+ 375.04% |
$448K - $481K
|
16.7K
$623K
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
9.36KNew |
$317K - $340K
|
9.36K
$348K
|
|
|
May 15, 2025
Q1 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
5.36KNew |
$182K - $195K
|
5.36K
$199K
|
|
|
Apr 25, 2025
Q1 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
3.23K+ 7.41% |
$109K - $117K
|
46.8K
$1.74M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
2.87K+ 52.6% |
$97.5K - $104K
|
8.34K
$310K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
2.18K+ 45.84% |
$74K - $79.3K
|
6.94K
$258K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.18K+ 6.11% |
$73.9K - $79.2K
|
37.8K
$1.41M
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
2.13KNew |
$72.1K - $77.3K
|
2.13K
$79.1K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
1.48K+ 7.03% |
$50.3K - $54K
|
22.6K
$840K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.29K+ 54.58% |
$43.8K - $47K
|
3.66K
$136K
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
1.07K+ 15.71% |
$36.2K - $38.8K
|
7.86K
$292K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
270New |
$9.16K - $9.82K
|
270
$10K
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
262New |
$8.88K - $9.53K
|
262
$9.74K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
132+ 1.88% |
$4.48K - $4.8K
|
7.16K
$266K
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
130New |
$4.41K - $4.73K
|
130
$4.83K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
101+ 14.87% |
$3.42K - $3.67K
|
780
$29K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
32New |
$1.09K - $1.16K
|
32
$1.19K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
18+ 1800.0% |
$610 - $654
|
19
$707
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
17New |
$576 - $618
|
17
$632
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-30- 0.4% |
$1.02K - $1.09K
|
7.42K
$276K
|
|
|
Jun 16, 2025
Q1 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-181- 2.33% |
$6.14K - $6.58K
|
7.59K
$282K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-236- 1.01% |
$8K - $8.58K
|
23.2K
$862K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-256- 1.63% |
$8.68K - $9.31K
|
15.4K
$574K
|
|
|
Apr 22, 2025
Q1 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-300- 1.92% |
$10.2K - $10.9K
|
15.3K
$569K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-331- 2.09% |
$11.2K - $12K
|
15.5K
$577K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-806- 3.67% |
$27.3K - $29.3K
|
21.2K
$788K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.26K- 8.63% |
$42.8K - $45.8K
|
13.3K
$496K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.33K- 5.33% |
$45K - $48.3K
|
23.6K
$877K
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-4.13K- 12.85% |
$140K - $150K
|
28K
$1.04M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.72K- 4.44% |
$194K - $208K
|
123K
$4.58M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-6.65K- 5.38% |
$226K - $242K
|
117K
$4.35M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-14.7K- 21.97% |
$497K - $533K
|
52K
$1.94M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-14.8K- 65.47% |
$501K - $537K
|
7.79K
$290K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-31.8K- 43.31% |
$1.08M - $1.16M
|
41.6K
$1.55M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-86.6K- 1.45% |
$2.94M - $3.15M
|
5.89M
$219M
|