Latest Institutional Transactions on Silvercrest Asset Management Group Inc. (SAMG)
This table provides information on the latest institutional transactions involving Silvercrest Asset Management Group Inc. (SAMG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2025
Q3 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-455- 3.33% |
$7.13K - $7.73K
|
13.2K
$183K
|
|
|
Nov 05, 2025
Q3 2025
|
Diamond Hill Capital Management Inc
Columbus, OH |
BUY
|
- |
45K+ 35.45% |
$706K - $765K
|
172K
$2.38M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-25- 50.0% |
$392 - $425
|
25
$346
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
4+ 33.33% |
$62.7 - $68
|
16
$221
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 4.55% |
$15.7 - $17
|
23
$318
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
963+ 5.3% |
$15.1K - $16.4K
|
19.1K
$265K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
3+ 1.46% |
$47 - $51
|
208
$2.88K
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
2New |
$31.3 - $34
|
2
$27.7
|
|
|
Oct 15, 2025
Q3 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
485New |
$7.6K - $8.24K
|
485
$6.71K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
12+ 3.81% |
$188 - $204
|
327
$4.53K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-593- 74.03% |
$9.29K - $10.1K
|
208
$2.88K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.58K+ 747.88% |
$107K - $125K
|
8.59K
$119K
|
|
|
Oct 17, 2025
Q2 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
10.4K+ 128.25% |
$146K - $172K
|
18.5K
$256K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.85K- 28.38% |
$68.2K - $80.2K
|
12.2K
$169K
|
|
|
Aug 14, 2025
Q2 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
10.5KNew |
$148K - $174K
|
10.5K
$146K
|
|
|
Aug 13, 2025
Q2 2025
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
19.9KNew |
$280K - $330K
|
19.9K
$276K
|
|
|
Aug 13, 2025
Q2 2025
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
160K+ 629.86% |
$2.24M - $2.64M
|
185K
$2.56M
|
|
|
Aug 13, 2025
Q2 2025
|
Teton Advisors, Inc.
Rye, NY |
SELL
|
- |
-1.1K- 1.95% |
$15.5K - $18.2K
|
55.4K
$767K
|
|
|
Aug 12, 2025
Q2 2025
|
Nuveen, LLC
Charlotte, NC |
SELL
|
- |
-4.54K- 22.45% |
$63.9K - $75.1K
|
15.7K
$217K
|
|
|
Aug 12, 2025
Q2 2025
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-131- 15.73% |
$1.84K - $2.17K
|
702
$9.72K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
2.15KNew |
$30.2K - $35.5K
|
2.15K
$29.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
BUY
|
- |
17KNew |
$239K - $281K
|
17K
$235K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
9.58K+ 72.9% |
$135K - $158K
|
22.7K
$314K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
9+ 25.0% |
$127 - $149
|
45
$623
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
36New |
$506 - $595
|
36
$498
|
|
| Q1 2025 | |||||||
|
Sep 15, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
4.1K+ 18.03% |
$65.9K - $77.4K
|
26.8K
$371K
|
|
|
May 15, 2025
Q1 2025
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-201K- 46.68% |
$3.23M - $3.79M
|
229K
$3.17M
|
|
|
May 15, 2025
Q1 2025
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-7.5K- 29.76% |
$121K - $142K
|
17.7K
$245K
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
10KNew |
$161K - $189K
|
10K
$138K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
35.6KNew |
$574K - $674K
|
35.6K
$493K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
100New |
$1.61K - $1.89K
|
100
$1.38K
|
|
|
May 14, 2025
Q1 2025
|
Long Path Partners LP
Stamford, CT |
SELL
|
- |
-30.5K- 3.24% |
$491K - $576K
|
910K
$12.6M
|
|
|
May 14, 2025
Q1 2025
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-15.1K- 6.62% |
$243K - $286K
|
213K
$2.95M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-2.48K- 3.8% |
$39.8K - $46.8K
|
62.6K
$866K
|
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
58+ 2.01% |
$934 - $1.1K
|
2.95K
$40.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-14.3K- 28.15% |
$230K - $270K
|
36.5K
$505K
|
|
| Q4 2024 | |||||||
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
30KNew |
$492K - $571K
|
30K
$415K
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-1.61K- 5.45% |
$26.5K - $30.7K
|
27.9K
$387K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.51K+ 8.05% |
$22.2K - $26.7K
|
20.2K
$280K
|
|
|
Nov 12, 2024
Q3 2024
|
Golden Gate Private Equity, Inc.
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1+ 3.13% |
$14.7 - $17.7
|
33
$457
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
1.4KNew |
$20.5K - $24.8K
|
1.4K
$19.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
57New |
$838 - $1.01K
|
57
$789
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.34K- 1.84% |
$19.6K - $23.7K
|
71.2K
$986K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-815- 1.18% |
$12K - $14.4K
|
68.3K
$945K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
100New |
$1.47K - $1.77K
|
100
$1.38K
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
47New |
$691 - $833
|
47
$650
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
39New |
$574 - $691
|
39
$540
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-8.66K- 26.04% |
$122K - $138K
|
24.6K
$340K
|
|