Purchases and Sales Made in Q4 2025 in Silvercrest Asset Management Group Inc. (SAMG)
This table provides information about the institutional ownership of Silvercrest Asset Management Group Inc. (SAMG) during Q4 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2026
Q4 2025
|
Ubs Group Ag
|
BUY
|
- |
14.2K+ 219.38% |
$194K - $219K
|
20.7K
$286K
|
|
|
Jan 29, 2026
Q4 2025
|
R Squared LTD
Central, K3 |
BUY
|
- |
5.4K+ 25.04% |
$73.6K - $83.4K
|
26.9K
$373K
|
|
|
Jan 22, 2026
Q4 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
3.32K+ 17.34% |
$45.3K - $51.3K
|
22.5K
$311K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
3+ 1.44% |
$40.9 - $46.3
|
211
$2.92K
|
|
|
Jan 20, 2026
Q4 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-8- 1.65% |
$109 - $124
|
477
$6.6K
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
SELL
|
- |
-26- 7.95% |
$355 - $402
|
301
$4.17K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-95- 45.67% |
$1.3K - $1.47K
|
113
$1.56K
|
|
|
Jan 29, 2026
Q4 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-42.8K- 7.96% |
$584K - $662K
|
495K
$6.86M
|
|