A detailed history of Cary Street Partners Investment Advisory LLC transactions in Silvercrest Asset Management Group Inc. stock. As of the latest transaction made, Cary Street Partners Investment Advisory LLC holds 71,238 shares of SAMG stock, worth $1.32 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
71,238
Previous 72,573 1.84%
Holding current value
$1.32 Million
Previous $1.13 Million 8.58%
% of portfolio
0.05%
Previous 0.05%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024

SELL
$14.71 - $17.73 $19,637 - $23,669
-1,335 Reduced 1.84%
71,238 $1.23 Million
Q2 2024

Jul 22, 2024

SELL
$14.14 - $15.94 $717,463 - $808,795
-50,740 Reduced 41.15%
72,573 $1.13 Million
Q1 2024

Apr 30, 2024

SELL
$14.8 - $17.62 $90,576 - $107,834
-6,120 Reduced 4.73%
123,313 $1.95 Million
Q4 2023

Feb 07, 2024

BUY
$15.58 - $17.8 $2.02 Million - $2.3 Million
129,433 New
129,433 $2.2 Million
Q3 2023

Nov 13, 2023

BUY
$15.87 - $22.39 $2.08 Million - $2.94 Million
131,348 Added 3574.1%
135,023 $2.14 Million
Q2 2023

Aug 10, 2023

SELL
$17.54 - $20.95 $8,770 - $10,475
-500 Reduced 11.98%
3,675 $74,000
Q1 2023

May 12, 2023

BUY
$15.57 - $20.14 $3,114 - $4,028
200 Added 5.03%
4,175 $75,000
Q4 2022

Feb 14, 2023

SELL
$16.18 - $19.48 $8,769 - $10,558
-542 Reduced 12.0%
3,975 $74,000
Q3 2022

Nov 14, 2022

BUY
$16.3 - $19.94 $21,711 - $26,560
1,332 Added 41.82%
4,517 $74,000
Q2 2022

Aug 15, 2022

BUY
$16.41 - $22.54 $52,265 - $71,789
3,185 New
3,185 $52,000

Others Institutions Holding SAMG

About Silvercrest Asset Management Group Inc.


  • Ticker SAMG
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 9,911,460
  • Market Cap $183M
  • Description
  • Silvercrest Asset Management Group Inc., a wealth management firm, provides financial advisory and related family office services in the United States. The company serves ultra-high net worth individuals and families, as well as their trusts; endowments; foundations; and other institutional investors. It also manages funds of funds and other inv...
More about SAMG
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