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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
13New |
$735 - $775
|
13
$1.08K
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
10+ 0.09% |
$565 - $596
|
10.7K
$886K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
9New |
$509 - $537
|
9
$746
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
4+ 7.41% |
$226 - $238
|
58
$4.8K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
2New |
$113 - $119
|
2
$166
|
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
BUY
|
- |
2+ 0.63% |
$113 - $119
|
317
$26.3K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 3.7% |
$56.5 - $59.6
|
28
$2.32K
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
1+ 0.11% |
$56.5 - $59.6
|
913
$75.6K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 4.0% |
$56.5 - $59.6
|
26
$2.15K
|
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.59% |
$56.5 - $59.6
|
170
$14.1K
|
|
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-3- 6.12% |
$170 - $179
|
46
$3.81K
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-4- 1.08% |
$226 - $238
|
366
$30.3K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-4- 18.18% |
$226 - $238
|
18
$1.49K
|
|
|
Aug 14, 2023
Q2 2023
|
Aurora Investment Counsel
Atlanta, GA |
SELL
|
- |
-5- 0.02% |
$283 - $298
|
23.5K
$1.95M
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-7- 1.31% |
$396 - $417
|
526
$43.6K
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-14- 0.23% |
$791 - $835
|
6.08K
$503K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-16- 2.24% |
$904 - $954
|
698
$57.8K
|
|
|
Apr 09, 2024
Q2 2023
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-22- 0.58% |
$1.24K - $1.31K
|
3.79K
$314K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-25- 13.3% |
$1.41K - $1.49K
|
163
$13.5K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-31- 2.53% |
$1.75K - $1.85K
|
1.19K
$98.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-33- 0.61% |
$1.86K - $1.97K
|
5.38K
$445K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-40- 0.7% |
$2.26K - $2.38K
|
5.65K
$468K
|
|
|
Aug 14, 2023
Q2 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-42- 0.71% |
$2.37K - $2.5K
|
5.88K
$487K
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-50- 1.69% |
$2.83K - $2.98K
|
2.91K
$241K
|
|
|
Aug 02, 2023
Q2 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-50- 1.34% |
$2.83K - $2.98K
|
3.67K
$304K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-64- 10.09% |
$3.62K - $3.82K
|
570
$47.2K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-69- 0.9% |
$3.9K - $4.11K
|
7.63K
$632K
|
|
|
Aug 14, 2023
Q2 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-69- 0.24% |
$3.9K - $4.11K
|
28.5K
$2.36M
|
|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-80- 1.2% |
$4.52K - $4.77K
|
6.61K
$548K
|
|
|
Aug 14, 2023
Q2 2023
|
Ethic Inc.
New York, NY |
SELL
|
- |
-80- 1.17% |
$4.52K - $4.77K
|
6.76K
$560K
|
|
|
Aug 11, 2023
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-86- 2.23% |
$4.86K - $5.13K
|
3.76K
$312K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-106- 0.47% |
$5.99K - $6.32K
|
22.5K
$1.87M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-120- 50.42% |
$6.78K - $7.15K
|
118
$9.78K
|
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-124- 0.95% |
$7.01K - $7.39K
|
12.9K
$1.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-146- 1.36% |
$8.25K - $8.7K
|
10.6K
$880K
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-167- 1.54% |
$9.44K - $9.96K
|
10.7K
$885K
|
|
|
Aug 14, 2023
Q2 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-243- 1.88% |
$13.7K - $14.5K
|
12.7K
$1.05M
|
|
|
Aug 10, 2023
Q2 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-246- 4.67% |
$13.9K - $14.7K
|
5.03K
$416K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-258- 10.04% |
$14.6K - $15.4K
|
2.31K
$192K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-260- 81.25% |
$14.7K - $15.5K
|
60
$4.97K
|
|
|
Aug 07, 2023
Q2 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-261- 2.81% |
$14.7K - $15.6K
|
9.03K
$748K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-275- 1.56% |
$15.5K - $16.4K
|
17.3K
$1.44M
|
|
|
Jul 21, 2023
Q2 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-282- 13.41% |
$15.9K - $16.8K
|
1.82K
$151K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-322- 16.9% |
$18.2K - $19.2K
|
1.58K
$131K
|
|
|
Jun 20, 2024
Q2 2023
|
Abrdn PLC
|
SELL
|
- |
-326- 1.6% |
$18.4K - $19.4K
|
20.1K
$1.66M
|
|
|
Aug 04, 2023
Q2 2023
|
Abrdn PLC
|
SELL
|
- |
-326- 1.6% |
$18.4K - $19.4K
|
20.1K
$1.66M
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-341- 0.84% |
$19.3K - $20.3K
|
40.1K
$3.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-348- 18.44% |
$19.7K - $20.7K
|
1.54K
$127K
|
|
|
Jul 18, 2023
Q2 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-400- 1.53% |
$22.6K - $23.8K
|
25.8K
$2.14M
|