Purchases and Sales Made in Q2 2023 in Silvercrest Asset Management Group Inc. (SAMG)
This table provides information about the institutional ownership of Silvercrest Asset Management Group Inc. (SAMG) during Q2 2023. The information is specifically focused on institutions that hold shares of Silvercrest Asset Management Group Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2023
Q2 2023
|
Diamond Hill Capital Management Inc
Columbus, OH |
BUY
|
- |
62K+ 279.09% |
$1.09M - $1.3M
|
84.2K
$1.55M
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
38K+ 8.13% |
$666K - $796K
|
505K
$9.33M
|
|
|
Aug 11, 2023
Q2 2023
|
Channing Capital Management, LLC
Chicago, IL |
BUY
|
- |
21.5KNew |
$377K - $450K
|
21.5K
$397K
|
|
|
Aug 10, 2023
Q2 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
19.7K+ 120.66% |
$346K - $414K
|
36.1K
$666K
|
|
|
Aug 14, 2023
Q2 2023
|
Long Path Partners LP
Stamford, CT |
BUY
|
- |
17.5K+ 2.57% |
$307K - $367K
|
700K
$12.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
16.5K+ 137.23% |
$290K - $347K
|
28.6K
$528K
|
|
|
Jul 14, 2023
Q2 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
13.8KNew |
$242K - $289K
|
13.8K
$255K
|
|
|
Jul 18, 2023
Q2 2023
|
Denali Advisors LLC
|
BUY
|
- |
11.8K+ 453.85% |
$207K - $247K
|
14.4K
$266K
|
|
|
Aug 11, 2023
Q2 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
11.7K+ 6.69% |
$204K - $244K
|
186K
$3.43M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.39K+ 22.46% |
$165K - $197K
|
51.2K
$945K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.07K+ 33.64% |
$159K - $190K
|
36K
$665K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
8.68K+ 234.71% |
$152K - $182K
|
12.4K
$228K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
8.66K+ 30.06% |
$152K - $181K
|
37.5K
$691K
|
|
|
Jul 28, 2023
Q2 2023
|
Novare Capital Management LLC
|
BUY
|
- |
6.75K+ 17.24% |
$118K - $141K
|
45.9K
$847K
|
|
|
Apr 29, 2024
Q2 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
5.15KNew |
$90.3K - $108K
|
5.15K
$95K
|
|
|
Aug 09, 2023
Q2 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
4.94K+ 2.69% |
$86.6K - $103K
|
188K
$3.48M
|
|
|
Aug 11, 2023
Q2 2023
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
BUY
|
- |
4.83K+ 3.32% |
$84.7K - $101K
|
150K
$2.78M
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
4.44K+ 37.7% |
$77.9K - $93K
|
16.2K
$299K
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.89K+ 3.9% |
$50.6K - $60.5K
|
76.9K
$1.42M
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
2.75K+ 1.83% |
$48.2K - $57.6K
|
153K
$2.82M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
2.58K+ 28.12% |
$45.2K - $54K
|
11.7K
$217K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.12K+ 114.57% |
$37.2K - $44.5K
|
3.98K
$73.4K
|
|
|
Jul 31, 2023
Q2 2023
|
Strs Ohio
|
BUY
|
- |
1.6K+ 8.47% |
$28.1K - $33.5K
|
20.5K
$378K
|
|
|
Jul 28, 2023
Q2 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
1.56K+ 13.83% |
$27.4K - $32.7K
|
12.8K
$237K
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
638New |
$11.2K - $13.4K
|
638
$11.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
594+ 0.75% |
$10.4K - $12.4K
|
80.3K
$1.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
495+ 7.84% |
$8.68K - $10.4K
|
6.81K
$126K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
225+ 21.41% |
$3.95K - $4.71K
|
1.28K
$23.6K
|
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
165New |
$2.89K - $3.46K
|
165
$3.05K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
140New |
$2.46K - $2.93K
|
140
$2.58K
|
|
|
Aug 11, 2023
Q2 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
137+ 10.23% |
$2.4K - $2.87K
|
1.48K
$27.2K
|
|
|
Jul 26, 2023
Q2 2023
|
Dorsey Wright & Associates
|
BUY
|
- |
126+ 10.99% |
$2.21K - $2.64K
|
1.27K
$23.5K
|
|
|
Jul 12, 2023
Q2 2023
|
Piscataqua Savings Bank
|
BUY
|
- |
125New |
$2.19K - $2.62K
|
125
$2.31K
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
106+ 0.43% |
$1.86K - $2.22K
|
25K
$462K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
37+ 0.85% |
$649 - $775
|
4.41K
$81.4K
|
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
31+ 5.11% |
$544 - $649
|
638
$11.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
30+ 0.22% |
$526 - $629
|
13.6K
$252K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1+ 3.33% |
$17.5 - $21
|
31
$572
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-8- 40.0% |
$140 - $168
|
12
$222
|
|
|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-73- 1.56% |
$1.28K - $1.53K
|
4.59K
$84.8K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-142- 53.18% |
$2.49K - $2.97K
|
125
$2.31K
|
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-200- 0.86% |
$3.51K - $4.19K
|
23.1K
$427K
|
|
|
Aug 07, 2023
Q2 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-238- 0.11% |
$4.17K - $4.99K
|
209K
$3.86M
|
|
|
Aug 11, 2023
Q2 2023
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-314- 0.58% |
$5.51K - $6.58K
|
53.6K
$989K
|
|
|
Aug 21, 2023
Q2 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-421- 11.71% |
$7.38K - $8.82K
|
3.18K
$58.6K
|
|
|
Aug 08, 2023
Q2 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-439- 3.4% |
$7.7K - $9.2K
|
12.5K
$230K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-500- 11.98% |
$8.77K - $10.5K
|
3.68K
$67.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-565- 1.47% |
$9.91K - $11.8K
|
37.9K
$700K
|
|
|
Aug 10, 2023
Q2 2023
|
Teton Advisors, Inc.
Rye, NY |
SELL
|
- |
-700- 1.02% |
$12.3K - $14.7K
|
68K
$1.26M
|