Purchases and Sales Made in Q4 2024 in Sei Exchange Traded Fds Enhanc (SEIV)
This table provides information about the institutional ownership of Sei Exchange Traded Fds Enhanc (SEIV) during Q4 2024. The information is specifically focused on institutions that hold shares of SEI EXCHANGE TRADED FDS ENHANC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
89.2KNew |
$2.9M - $3.12M
|
89.2K
$3.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
71.9KNew |
$2.34M - $2.52M
|
71.9K
$2.47M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
44.9K+ 41.05% |
$1.46M - $1.57M
|
154K
$5.29M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
42.2KNew |
$1.37M - $1.47M
|
42.2K
$1.45M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
32.9KNew |
$1.07M - $1.15M
|
32.9K
$1.13M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
32.2KNew |
$1.05M - $1.13M
|
32.2K
$1.11M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
10.2K+ 92.23% |
$330K - $355K
|
21.2K
$726K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
8.23KNew |
$268K - $288K
|
8.23K
$282K
|
|
|
Feb 07, 2025
Q4 2024
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
8.17KNew |
$266K - $286K
|
8.17K
$280K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8KNew |
$260K - $280K
|
8K
$274K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.51K+ 39.42% |
$147K - $158K
|
15.9K
$547K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.05K+ 8.58% |
$132K - $142K
|
51.2K
$1.76M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
2.24K+ 18.96% |
$72.7K - $78.2K
|
14K
$481K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.53K+ 15.59% |
$49.8K - $53.6K
|
11.4K
$390K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
541New |
$17.6K - $18.9K
|
541
$18.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.54% |
$97.5 - $105
|
557
$19.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-300- 40.11% |
$9.75K - $10.5K
|
448
$15.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-377- 2.28% |
$12.3K - $13.2K
|
16.1K
$553K
|
|
|
Feb 10, 2025
Q4 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-398- 1.21% |
$12.9K - $13.9K
|
32.6K
$1.12M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-403- 5.58% |
$13.1K - $14.1K
|
6.82K
$234K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.09K- 43.19% |
$35.4K - $38.1K
|
1.43K
$49.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.66K- 3.67% |
$53.8K - $57.9K
|
43.4K
$1.49M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.71K- 5.47% |
$55.5K - $59.7K
|
29.5K
$1.01M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-5.09K- 9.52% |
$166K - $178K
|
48.4K
$1.66M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.9K- 2.73% |
$257K - $276K
|
282K
$9.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-10.4K- 13.4% |
$338K - $364K
|
67.2K
$2.31M
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-12.1K- 4.79% |
$394K - $424K
|
241K
$8.26M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-13.8K- 4.93% |
$447K - $481K
|
266K
$9.11M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-607K- 4.68% |
$19.7M - $21.2M
|
12.3M
$423M
|