Purchases and Sales Made in Q1 2024 in Sei Exchange Traded Fds Enhanc (SEIV)
This table provides information about the institutional ownership of Sei Exchange Traded Fds Enhanc (SEIV) during Q1 2024. The information is specifically focused on institutions that hold shares of SEI EXCHANGE TRADED FDS ENHANC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
13.3MNew |
$370M - $411M
|
13.3M
$438M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
312KNew |
$8.68M - $9.65M
|
312K
$10.3M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
304KNew |
$8.46M - $9.41M
|
304K
$10M
|
|
|
Apr 16, 2024
Q1 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
261KNew |
$7.28M - $8.09M
|
261K
$8.62M
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
78.3KNew |
$2.18M - $2.43M
|
78.3K
$2.58M
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
62.1KNew |
$1.73M - $1.92M
|
62.1K
$2.05M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
57.5KNew |
$1.6M - $1.78M
|
57.5K
$1.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
41.1KNew |
$1.14M - $1.27M
|
41.1K
$1.36M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
38.1KNew |
$1.06M - $1.18M
|
38.1K
$1.26M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
33.8KNew |
$943K - $1.05M
|
33.8K
$1.12M
|
|
|
May 14, 2024
Q1 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
31.3KNew |
$872K - $970K
|
31.3K
$1.03M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
30.4KNew |
$848K - $942K
|
30.4K
$1M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
22.8KNew |
$635K - $706K
|
22.8K
$752K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16KNew |
$445K - $495K
|
16K
$527K
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
14KNew |
$390K - $433K
|
14K
$462K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
9.16KNew |
$255K - $284K
|
9.16K
$302K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.3K+ 500.48% |
$231K - $257K
|
9.96K
$329K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
7.76KNew |
$216K - $240K
|
7.76K
$256K
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
7.58KNew |
$211K - $235K
|
7.58K
$250K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
4.47KNew |
$125K - $138K
|
4.47K
$148K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.05KNew |
$29.4K - $32.6K
|
1.05K
$34.8K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
329New |
$9.17K - $10.2K
|
329
$10.9K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
246New |
$6.85K - $7.62K
|
246
$8.12K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-292- 34.6% |
$8.14K - $9.04K
|
552
$18.2K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-63.7K- 79.32% |
$1.77M - $1.97M
|
16.6K
$548K
|