Purchases and Sales Made in Q2 2023 in Sei Investments CO (SEIC)
This table provides information about the institutional ownership of Sei Investments CO (SEIC) during Q2 2023. The information is specifically focused on institutions that hold shares of SEI INVESTMENTS CO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
386+ 4.82% |
$21.8K - $23K
|
8.39K
$695K
|
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
323+ 1.51% |
$18.2K - $19.3K
|
21.8K
$1.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
312+ 1.84% |
$17.6K - $18.6K
|
17.3K
$1.43M
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
307New |
$17.3K - $18.3K
|
307
$25.4K
|
|
|
Jul 27, 2023
Q2 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
299+ 25.58% |
$16.9K - $17.8K
|
1.47K
$122K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
291+ 1.82% |
$16.4K - $17.3K
|
16.3K
$1.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
286+ 0.69% |
$16.2K - $17.1K
|
41.7K
$3.45M
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
284+ 3.27% |
$16K - $16.9K
|
8.97K
$743K
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
248New |
$14K - $14.8K
|
248
$20.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
243+ 67.13% |
$13.7K - $14.5K
|
605
$50.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
240New |
$13.6K - $14.3K
|
240
$19.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
238+ 12.87% |
$13.4K - $14.2K
|
2.09K
$173K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
237+ 1.14% |
$13.4K - $14.1K
|
21K
$1.74M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
230+ 2.47% |
$13K - $13.7K
|
9.55K
$791K
|
|
|
Jul 17, 2023
Q2 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
226+ 5.27% |
$12.8K - $13.5K
|
4.52K
$374K
|
|
|
Aug 14, 2023
Q2 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
220+ 0.43% |
$12.4K - $13.1K
|
51K
$4.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
210+ 0.51% |
$11.9K - $12.5K
|
41.7K
$3.46M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
196+ 445.45% |
$11.1K - $11.7K
|
240
$19.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
176+ 0.06% |
$9.94K - $10.5K
|
292K
$24.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Ghe, LLC
|
BUY
|
- |
163+ 2.03% |
$9.21K - $9.72K
|
8.2K
$679K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
160+ 12.21% |
$9.04K - $9.54K
|
1.47K
$122K
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
136+ 8.47% |
$7.68K - $8.11K
|
1.74K
$144K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
131New |
$7.4K - $7.81K
|
131
$10.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Korea Investment Corp
Seoul, M5 |
BUY
|
- |
127+ 0.34% |
$7.18K - $7.57K
|
37.5K
$3.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Quarry LP
New York, NY |
BUY
|
- |
120New |
$6.78K - $7.15K
|
120
$9.94K
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
120New |
$6.78K - $7.15K
|
120
$9.94K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
103+ 2.34% |
$5.82K - $6.14K
|
4.5K
$373K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
99+ 120.73% |
$5.59K - $5.9K
|
181
$15K
|
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
97New |
$5.48K - $5.78K
|
97
$8.04K
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
84+ 0.37% |
$4.75K - $5.01K
|
22.6K
$1.87M
|
|
|
Aug 14, 2023
Q2 2023
|
Gould Capital, LLC
|
BUY
|
- |
84+ 0.58% |
$4.75K - $5.01K
|
14.5K
$1.21M
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
79+ 60.77% |
$4.46K - $4.71K
|
209
$17.3K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
53New |
$2.99K - $3.16K
|
53
$4.39K
|
|
|
Jul 06, 2023
Q2 2023
|
Rk Asset Management, LLC
Grosse Pointe Farms, MI |
BUY
|
- |
50+ 0.08% |
$2.83K - $2.98K
|
64.7K
$5.36M
|
|
|
Jul 21, 2023
Q2 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
50+ 0.25% |
$2.83K - $2.98K
|
19.8K
$1.64M
|
|
|
Dec 18, 2023
Q2 2023
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
49+ 8.6% |
$2.77K - $2.92K
|
619
$51.3K
|
|
|
Jul 13, 2023
Q2 2023
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
46+ 7.63% |
$2.6K - $2.74K
|
649
$53.8K
|
|
|
Aug 08, 2023
Q2 2023
|
Wrapmanager Inc
|
BUY
|
- |
42+ 1.01% |
$2.37K - $2.5K
|
4.2K
$348K
|
|
|
Aug 15, 2023
Q2 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
42+ 0.02% |
$2.37K - $2.5K
|
223K
$18.5M
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
35+ 32.11% |
$1.98K - $2.09K
|
144
$11.9K
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
35+ 32.11% |
$1.98K - $2.09K
|
144
$11.9K
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
34+ 0.31% |
$1.92K - $2.03K
|
11K
$911K
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
34+ 0.19% |
$1.92K - $2.03K
|
17.8K
$1.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Axa S.A.
Paris, I0 |
BUY
|
- |
33+ 0.07% |
$1.86K - $1.97K
|
47.9K
$3.97M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
31+ 10.51% |
$1.75K - $1.85K
|
326
$27K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
29New |
$1.64K - $1.73K
|
29
$2.4K
|
|
|
Jul 11, 2023
Q2 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
26+ 0.24% |
$1.47K - $1.55K
|
11K
$907K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
19+ 237.5% |
$1.07K - $1.13K
|
27
$2.24K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
17+ 3.99% |
$961 - $1.01K
|
443
$36.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
15New |
$848 - $894
|
15
$1.24K
|