Purchases and Sales Made in Q3 2024 in Silvercrest Asset Management Group Inc. (SAMG)
This table provides information about the institutional ownership of Silvercrest Asset Management Group Inc. (SAMG) during Q3 2024. 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
36.5K+ 174.5% |
$536K - $646K
|
57.3K
$1.06M
|
|
Nov 06, 2024
Q3 2024
|
Royce & Associates LP
|
BUY
|
- |
36.1K+ 6.55% |
$530K - $639K
|
586K
$10.8M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
33.3K+ 57.06% |
$490K - $591K
|
91.8K
$1.69M
|
|
Nov 14, 2024
Q3 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
19KNew |
$279K - $337K
|
19K
$351K
|
|
Nov 13, 2024
Q3 2024
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
15.6K+ 148.57% |
$229K - $277K
|
26.1K
$482K
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
13K+ 26.1% |
$191K - $230K
|
62.6K
$1.16M
|
|
Nov 14, 2024
Q3 2024
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
11.8K+ 111.19% |
$174K - $210K
|
22.4K
$414K
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
11.5KNew |
$170K - $205K
|
11.5K
$213K
|
|
Nov 12, 2024
Q3 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
10.5K+ 4.92% |
$154K - $186K
|
223K
$4.12M
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
10.1K+ 48.83% |
$149K - $179K
|
30.8K
$569K
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
9.38K+ 73.31% |
$138K - $166K
|
22.2K
$409K
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9.21K+ 80.81% |
$135K - $163K
|
20.6K
$380K
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
8.85K+ 1.74% |
$130K - $157K
|
518K
$9.56M
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.16K+ 55.57% |
$105K - $127K
|
20K
$370K
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
3.79K+ 21.18% |
$55.7K - $67.2K
|
21.7K
$400K
|
|
Nov 08, 2024
Q3 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
3.45K+ 30.76% |
$50.7K - $61.1K
|
14.6K
$270K
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.11K+ 13.23% |
$45.8K - $55.2K
|
26.6K
$492K
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
2.04K+ 18.98% |
$30K - $36.2K
|
12.8K
$236K
|
|
Nov 14, 2024
Q3 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
1.9K+ 5.14% |
$27.9K - $33.7K
|
38.9K
$718K
|
|
Nov 14, 2024
Q3 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
1.55K+ 0.34% |
$22.7K - $27.4K
|
454K
$8.37M
|
|
Nov 14, 2024
Q3 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.51K+ 8.05% |
$22.2K - $26.7K
|
20.2K
$373K
|
|
Nov 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
1.4KNew |
$20.5K - $24.8K
|
1.4K
$25.8K
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.08K+ 139.74% |
$15.8K - $19.1K
|
1.85K
$34.1K
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
757+ 1.04% |
$11.1K - $13.4K
|
73.6K
$1.36M
|
|
Nov 14, 2024
Q3 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
501+ 10.26% |
$7.37K - $8.88K
|
5.38K
$99.4K
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
230+ 0.78% |
$3.38K - $4.08K
|
29.6K
$546K
|
|
Nov 07, 2024
Q3 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
209+ 0.1% |
$3.07K - $3.71K
|
207K
$3.81M
|
|
Nov 04, 2024
Q3 2024
|
Diamond Hill Capital Management Inc
Columbus, OH |
BUY
|
- |
192+ 0.16% |
$2.82K - $3.4K
|
124K
$2.29M
|
|
Nov 14, 2024
Q3 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
125+ 0.87% |
$1.84K - $2.22K
|
14.4K
$266K
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
100New |
$1.47K - $1.77K
|
100
$1.85K
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
57New |
$838 - $1.01K
|
57
$1.05K
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
47New |
$691 - $833
|
47
$868
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
42+ 140.0% |
$618 - $745
|
72
$1.33K
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
39New |
$574 - $691
|
39
$720
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
34+ 1.19% |
$500 - $603
|
2.88K
$53.2K
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
30New |
$441 - $532
|
30
$554
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1+ 3.13% |
$14.7 - $17.7
|
33
$609
|
|
Nov 12, 2024
Q3 2024
|
Golden Gate Private Equity, Inc.
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-9- 45.0% |
$132 - $160
|
11
$203
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-16- 0.06% |
$235 - $284
|
25K
$461K
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-113- 2.52% |
$1.66K - $2K
|
4.37K
$80.6K
|
|
Nov 14, 2024
Q3 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-160- 0.1% |
$2.35K - $2.84K
|
153K
$2.82M
|
|
Nov 12, 2024
Q3 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-560- 3.68% |
$8.24K - $9.93K
|
14.7K
$271K
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-815- 1.18% |
$12K - $14.4K
|
68.3K
$1.26M
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.34K- 1.84% |
$19.6K - $23.7K
|
71.2K
$1.32M
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.49K- 83.84% |
$36.6K - $44.1K
|
479
$8.84K
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-2.63K- 7.91% |
$38.6K - $46.6K
|
30.6K
$564K
|
|
Nov 13, 2024
Q3 2024
|
Teton Advisors, Inc.
Rye, NY |
SELL
|
- |
-3.5K- 5.11% |
$51.5K - $62.1K
|
65K
$1.2M
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.02K- 21.62% |
$88.6K - $107K
|
21.8K
$403K
|