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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Banc Funds CO LLC
Chicago, IL |
SELL
|
- |
-52.5K- 28.63% |
$743K - $837K
|
131K
$1.81M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
173K+ 32.4% |
$2.45M - $2.76M
|
708K
$9.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
607+ 11.79% |
$8.58K - $9.68K
|
5.75K
$79.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
8.18K+ 66.75% |
$116K - $130K
|
20.4K
$283K
|
|
|
Jul 29, 2024
Q2 2024
|
First Personal Financial Services
|
BUY
|
- |
2K+ 50.0% |
$28.3K - $31.9K
|
6K
$83K
|
|
|
Jul 19, 2024
Q2 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-3.57K- 25.34% |
$50.5K - $56.9K
|
10.5K
$146K
|
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1KNew |
$14.1K - $15.9K
|
1K
$13.8K
|
|
| Q1 2024 | |||||||
|
Oct 08, 2025
Q1 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-3- 0.16% |
$44.4 - $52.9
|
1.88K
$26K
|
|
|
Jun 02, 2025
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
323+ 4.98% |
$4.78K - $5.69K
|
6.81K
$94.3K
|
|
|
May 15, 2024
Q1 2024
|
Invenomic Capital Management LP
Boston, MA |
SELL
|
- |
-58.2K- 21.91% |
$861K - $1.03M
|
207K
$2.87M
|
|
|
May 14, 2024
Q1 2024
|
Heron Bay Capital Management
|
BUY
|
- |
10.3KNew |
$152K - $181K
|
10.3K
$142K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-40- 0.85% |
$592 - $705
|
4.65K
$64.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2New |
$29.6 - $35.2
|
2
$27.7
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
2.5KNew |
$37K - $44.1K
|
2.5K
$34.6K
|
|
|
Apr 23, 2024
Q1 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.03K- 74.95% |
$15.2K - $18.1K
|
344
$4.76K
|
|
|
Apr 19, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-3.19K- 23.13% |
$47.2K - $56.2K
|
10.6K
$147K
|
|
| Q4 2023 | |||||||
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
484New |
$7.54K - $8.62K
|
484
$6.7K
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
10.9KNew |
$169K - $193K
|
10.9K
$150K
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
2.27KNew |
$35.3K - $40.4K
|
2.27K
$31.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-7.81K- 13.29% |
$122K - $139K
|
50.9K
$705K
|
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
408KNew |
$6.36M - $7.26M
|
408K
$5.65M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1KNew |
$15.6K - $17.8K
|
1K
$13.8K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Management Corp
|
SELL
|
- |
-171K- 92.76% |
$2.66M - $3.04M
|
13.3K
$184K
|
|
|
Jan 30, 2024
Q4 2023
|
Strs Ohio
|
SELL
|
- |
-1.7K- 8.29% |
$26.5K - $30.3K
|
18.8K
$260K
|
|
|
Jan 19, 2024
Q4 2023
|
Denali Advisors LLC
|
SELL
|
- |
-2.6K- 18.06% |
$40.5K - $46.3K
|
11.8K
$163K
|
|
| Q3 2023 | |||||||
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-140Closed |
$2.22K - $3.13K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-2.6K- 3.93% |
$41.3K - $58.2K
|
63.5K
$879K
|
|
|
Nov 07, 2023
Q3 2023
|
Dorsey Wright & Associates
|
SELL
|
- |
-43- 3.38% |
$682 - $963
|
1.23K
$17K
|
|
|
Nov 02, 2023
Q3 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
2.36K+ 3.72% |
$37.4K - $52.8K
|
65.7K
$909K
|
|
|
Oct 31, 2023
Q3 2023
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-11.9K- 22.14% |
$188K - $266K
|
41.7K
$577K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
4New |
$63.5 - $89.6
|
4
$55.4
|
|
| Q2 2023 | |||||||
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
638New |
$11.2K - $13.4K
|
638
$8.83K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-142- 53.18% |
$2.49K - $2.97K
|
125
$1.73K
|
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-200- 0.86% |
$3.51K - $4.19K
|
23.1K
$320K
|
|
|
Aug 11, 2023
Q2 2023
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
BUY
|
- |
4.83K+ 3.32% |
$84.7K - $101K
|
150K
$2.08M
|
|
|
Aug 11, 2023
Q2 2023
|
Channing Capital Management, LLC
Chicago, IL |
BUY
|
- |
21.5KNew |
$377K - $450K
|
21.5K
$298K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.39K+ 22.46% |
$165K - $197K
|
51.2K
$709K
|
|
|
Jul 12, 2023
Q2 2023
|
Piscataqua Savings Bank
|
BUY
|
- |
125New |
$2.19K - $2.62K
|
125
$1.73K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
400New |
$6.23K - $8.06K
|
400
$5.54K
|
|
|
Apr 10, 2023
Q1 2023
|
Appleton Partners Inc
|
BUY
|
- |
31.7KNew |
$493K - $637K
|
31.7K
$438K
|
|
| Q4 2022 | |||||||
|
Jul 11, 2023
Q4 2022
|
Delphi Management Inc /Ma/
Boston, MA |
BUY
|
- |
731+ 4.0% |
$11.8K - $14.2K
|
19K
$263K
|
|
|
Feb 15, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
607New |
$9.82K - $11.8K
|
607
$8.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
74.2KNew |
$1.2M - $1.45M
|
74.2K
$1.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-9.82K- 43.42% |
$159K - $191K
|
12.8K
$177K
|
|
|
Feb 13, 2023
Q4 2022
|
Corsair Capital Management, L.P.
New York, NY |
BUY
|
- |
14.9KNew |
$241K - $290K
|
14.9K
$206K
|
|
|
Feb 10, 2023
Q4 2022
|
Victory Capital Management Inc
|
BUY
|
- |
84.8KNew |
$1.37M - $1.65M
|
84.8K
$1.17M
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
8.2KNew |
$133K - $160K
|
8.2K
$113K
|
|
| Q3 2022 | |||||||
|
Nov 17, 2022
Q3 2022
|
Grandeur Peak Global Advisors, LLC
Salt Lake City, UT |
BUY
|
- |
41.3KNew |
$674K - $824K
|
41.3K
$572K
|
|
|
Nov 14, 2022
Q3 2022
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-91K- 27.87% |
$1.48M - $1.81M
|
236K
$3.26M
|
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
52+ 1040.0% |
$848 - $1.04K
|
57
$789
|
|