Institutional Ownership Silvercrest Asset Management Group Inc. (SAMG)
This table provides information about the institutional ownership of Silvercrest Asset Management Group Inc. (SAMG). We have compiled data on the 91 institutions that hold shares in the stock, with a total of 5.11 Million shares, which have been reported (via 13F filing form) to have a value of $70.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
269
shares
|
$3,722
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
211
shares
|
$2,920
0.0% of portfolio
|
Q4 2025
Added 1.44%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
208
shares
|
$2,878
0.0% of portfolio
|
Q3 2025
Reduced 74.03%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
190
shares
|
$2,629
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
179
shares
|
$2,477
0.0% of portfolio
|
Q3 2025
Reduced 40.33%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
150
shares
|
$2,076
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Piscataqua Savings Bank
|
Jan 16, 2026 Q4 2025 |
125
shares
|
$1,730
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
42
shares
|
$581
0.0% of portfolio
|
Q3 2025
Added 162.5%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
25
shares
|
$346
0.0% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
23
shares
|
$318
0.0% of portfolio
|
Q3 2025
Added 4.55%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
16
shares
|
$221
0.0% of portfolio
|
Q3 2025
Added 33.33%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
4
shares
|
$55
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
3
shares
|
$41
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
1
shares
|
$13
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Golden Gate Private Equity, Inc.
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|