Clearstead Advisors, LLC Silvercrest Asset Management Group Inc. Transaction History
Clearstead Advisors, LLC
- $6.44 Billion
- Q4 2024
A detailed history of Clearstead Advisors, LLC transactions in Silvercrest Asset Management Group Inc. stock. As of the latest transaction made, Clearstead Advisors, LLC holds 13,136 shares of SAMG stock, worth $241,176. This represents 0.0% of its overall portfolio holdings.
Number of Shares
13,136
Previous 22,177
40.77%
Holding current value
$241,176
Previous $382,000
36.91%
% of portfolio
0.0%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding SAMG
# of Institutions
79Shares Held
6.31MCall Options Held
500Put Options Held
0-
Long Path Partners LP Stamford, CT941KShares$17.3 Million6.95% of portfolio
-
Black Rock Inc. New York, NY708KShares$13 Million0.0% of portfolio
-
Royce & Associates LP580KShares$10.6 Million0.1% of portfolio
-
Vanguard Group Inc Valley Forge, PA518KShares$9.51 Million0.0% of portfolio
-
Punch & Associates Investment Management, Inc. Edina, MN454KShares$8.33 Million0.47% of portfolio
About Silvercrest Asset Management Group Inc.
- Ticker SAMG
- Exchange NASDAQ
- Sector Financial Services
- Industry Asset Management
- Shares Outstandng 9,911,460
- Market Cap $182M
- 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...