Purchases and Sales Made in Q4 2024 in Sei Exchange Traded Fds Ehned (SEIQ)
This table provides information about the institutional ownership of Sei Exchange Traded Fds Ehned (SEIQ) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
56.2KNew |
$1.92M - $2.07M
|
56.2K
$2.04M
|
|
|
Feb 06, 2025
Q4 2024
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
43.5KNew |
$1.48M - $1.6M
|
43.5K
$1.58M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
34.7KNew |
$1.18M - $1.28M
|
34.7K
$1.26M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
22K+ 42.71% |
$750K - $809K
|
73.5K
$2.67M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
16KNew |
$545K - $588K
|
16K
$580K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
15.9KNew |
$541K - $584K
|
15.9K
$576K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
15.7KNew |
$535K - $577K
|
15.7K
$569K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
10.2KNew |
$349K - $377K
|
10.2K
$371K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.03KNew |
$240K - $259K
|
7.03K
$255K
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
6.79KNew |
$232K - $250K
|
6.79K
$247K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
5.46KNew |
$186K - $201K
|
5.46K
$198K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.57K+ 11.51% |
$87.7K - $94.7K
|
24.9K
$905K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
756+ 16.77% |
$25.8K - $27.8K
|
5.26K
$191K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
249New |
$8.49K - $9.17K
|
249
$9.04K
|
|
|
Feb 10, 2025
Q4 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
157+ 1.02% |
$5.35K - $5.78K
|
15.6K
$567K
|
|
|
Feb 11, 2025
Q4 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
141+ 1.85% |
$4.81K - $5.19K
|
7.77K
$282K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.4% |
$34.1 - $36.8
|
254
$9.23K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-2- 0.03% |
$68.2 - $73.6
|
7.45K
$270K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-130- 0.61% |
$4.43K - $4.79K
|
21.1K
$766K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-151- 41.83% |
$5.15K - $5.56K
|
210
$7.63K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-182- 1.23% |
$6.21K - $6.7K
|
14.6K
$530K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-484- 41.62% |
$16.5K - $17.8K
|
679
$24.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.39K- 5.6% |
$47.3K - $51.1K
|
23.4K
$851K
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-2.47K- 2.07% |
$84.3K - $91K
|
117K
$4.25M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.99K- 3.0% |
$136K - $147K
|
129K
$4.68M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-4.7K- 3.66% |
$160K - $173K
|
124K
$4.49M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-93.2K- 1.53% |
$3.18M - $3.43M
|
5.98M
$217M
|