Institutional shares held 14.5 Million
0 calls
0 puts
Total value of holdings $528M
$0 calls
$0 puts
# of Institutions 49


Latest Institutional Activity in SEIV

Top Purchases

Q2 2025
S&T Bank Shares Held: 205K ($7.48M)
Q2 2025
Summit Wealth Group LLC / CO Shares Held: 179K ($6.53M)
Q2 2025
Sei Investments CO Shares Held: 12.4M ($452M)
Q2 2025
United Advisor Group, LLC Shares Held: 33.3K ($1.22M)
Q2 2025
Whipplewood Advisors, LLC Shares Held: 8.53K ($311K)

Top Sells

Q2 2025
Advisor Group Holdings, Inc. Shares Held: 7.71K ($281K)
Q2 2025
Royal Bank Of Canada Shares Held: 5.89K ($215K)
Q2 2025
Cahill Financial Advisors Inc Shares Held: 52.1K ($1.9M)
Q2 2025
Compass Capital Corp /Ma/ /Adv Shares Held: 32.7K ($1.19M)
Q2 2025
Exencial Wealth Advisors, LLC Shares Held: 46.2K ($1.68M)

About SEIV

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