Purchases and Sales Made in Q3 2022 in Sei Investments CO (SEIC)
This table provides information about the institutional ownership of Sei Investments CO (SEIC) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2022
Q3 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
25+ 0.38% |
$1.23K - $1.47K
|
6.64K
$546K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
23New |
$1.13K - $1.35K
|
23
$1.89K
|
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
20+ 3.42% |
$981 - $1.17K
|
604
$49.7K
|
|
|
Nov 07, 2022
Q3 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
20New |
$981 - $1.17K
|
20
$1.64K
|
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
19+ 1.39% |
$932 - $1.11K
|
1.38K
$114K
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
BUY
|
- |
18+ 2.92% |
$883 - $1.05K
|
634
$52.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
12+ 0.44% |
$589 - $703
|
2.75K
$226K
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
11+ 220.0% |
$540 - $645
|
16
$1.32K
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
11+ 22.92% |
$540 - $645
|
59
$4.85K
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
10New |
$491 - $586
|
10
$822
|
|
|
Oct 28, 2022
Q3 2022
|
Lindenwold Advisors
|
BUY
|
- |
9+ 0.15% |
$441 - $527
|
5.87K
$483K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
8+ 19.51% |
$392 - $469
|
49
$4.03K
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
2+ 3.23% |
$98.1 - $117
|
64
$5.26K
|
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
BUY
|
- |
2+ 9.52% |
$98.1 - $117
|
23
$1.89K
|
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
BUY
|
- |
1+ 1.69% |
$49.1 - $58.6
|
60
$4.93K
|
|
|
Nov 22, 2022
Q3 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 26, 2024
Q3 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 23, 2022
Q3 2022
|
Gould Capital, LLC
|
SELL
|
- |
-2- 0.01% |
$98.1 - $117
|
17.6K
$1.45M
|
|
|
Nov 08, 2022
Q3 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-4- 0.04% |
$196 - $234
|
9.85K
$810K
|
|
|
Oct 25, 2022
Q3 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-4- 0.66% |
$196 - $234
|
600
$49.3K
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-4- 13.33% |
$196 - $234
|
26
$2.14K
|
|
|
Oct 12, 2022
Q3 2022
|
Marshall Financial Group LLC
|
SELL
|
- |
-9- 0.06% |
$441 - $527
|
15.9K
$1.31M
|
|
|
Oct 20, 2022
Q3 2022
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-10- 0.22% |
$491 - $586
|
4.47K
$368K
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-13- 0.16% |
$638 - $762
|
7.96K
$655K
|
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-17- 89.47% |
$834 - $996
|
2
$164
|
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-18- 21.18% |
$883 - $1.05K
|
67
$5.51K
|
|
|
Aug 14, 2024
Q3 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-18- 0.35% |
$883 - $1.05K
|
5.15K
$424K
|
|
|
Nov 04, 2022
Q3 2022
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-35- 0.74% |
$1.72K - $2.05K
|
4.68K
$385K
|
|
|
Aug 21, 2023
Q3 2022
|
Artemis Wealth Advisors, LLC
|
SELL
|
- |
-38- 5.86% |
$1.86K - $2.23K
|
611
$50.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-39- 2.12% |
$1.91K - $2.29K
|
1.8K
$148K
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-45- 15.57% |
$2.21K - $2.64K
|
244
$20.1K
|
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-46- 0.43% |
$2.26K - $2.7K
|
10.7K
$881K
|
|
|
Oct 24, 2022
Q3 2022
|
Great Diamond Partners, LLC
|
SELL
|
- |
-51- 1.14% |
$2.5K - $2.99K
|
4.42K
$364K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-51- 3.95% |
$2.5K - $2.99K
|
1.24K
$102K
|
|
|
Nov 01, 2022
Q3 2022
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-80- 0.74% |
$3.92K - $4.69K
|
10.8K
$888K
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-83- 3.2% |
$4.07K - $4.86K
|
2.51K
$206K
|
|
|
Oct 18, 2022
Q3 2022
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-95- 2.21% |
$4.66K - $5.57K
|
4.2K
$345K
|
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-96- 4.2% |
$4.71K - $5.63K
|
2.19K
$180K
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-105- 64.81% |
$5.15K - $6.15K
|
57
$4.69K
|
|
|
Oct 28, 2022
Q3 2022
|
Securian Asset Management, Inc
|
SELL
|
- |
-108- 1.14% |
$5.3K - $6.33K
|
9.4K
$773K
|
|
|
Nov 03, 2022
Q3 2022
|
Hills Bank & Trust CO
|
SELL
|
- |
-125- 5.37% |
$6.13K - $7.33K
|
2.2K
$181K
|
|
|
Nov 10, 2022
Q3 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-144- 1.25% |
$7.06K - $8.44K
|
11.4K
$938K
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-155- 76.35% |
$7.6K - $9.08K
|
48
$3.95K
|
|
|
Nov 08, 2022
Q3 2022
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-156- 3.42% |
$7.65K - $9.14K
|
4.4K
$362K
|
|
|
Oct 28, 2022
Q3 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-158- 1.39% |
$7.75K - $9.26K
|
11.2K
$921K
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-159- 3.27% |
$7.8K - $9.32K
|
4.7K
$386K
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-187- 1.1% |
$9.17K - $11K
|
16.8K
$1.38M
|
|
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-188- 2.99% |
$9.22K - $11K
|
6.09K
$501K
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
SELL
|
- |
-242- 94.9% |
$11.9K - $14.2K
|
13
$1.07K
|