Institutional shares held 14.1 Million
0 calls
0 puts
Total value of holdings $510M
$0 calls
$0 puts
# of Institutions 50


Latest Institutional Activity in SEIV

Top Purchases

Q2 2025
Lex Aurum Advisors, LLC Shares Held: 6.13K ($221K)
Q2 2025
Accurate Wealth Management, LLC Shares Held: 6.06K ($218K)
Q2 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 83.3K ($3M)
Q2 2025
Diversified Enterprises, LLC Shares Held: 22.9K ($824K)
Q2 2025
Stewardship Advisors, LLC Shares Held: 17K ($611K)

Top Sells

Q2 2025
K2 Financial Inc. Shares Held: 98K ($3.53M)
Q2 2025
Truist Financial Corp Shares Held: 251K ($9.04M)
Q2 2025
Perigon Wealth Management, LLC Shares Held: 28.1K ($1.01M)
Q1 2025
Sei Investments CO Shares Held: 12.3M ($443M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 269K ($9.71M)

About SEIV

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