SEIC Insider Trading

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Insider Trading History
Frequently Asked Questions
About

Insider Ownership Percentage: 15.50%

Insider Buying (Last 12 Months): $12,400,000.00

Insider Selling (Last 12 Months): $30,552,539.49

SEI Investments Insider Trading History Chart

SEI Investments Share Price & Price History

^$66.01

▼ -0.07 (-0.11%)

As of 04/18/2024 01:00 AM ET

Days: 30 | 90 | 365

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SEI Investments Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
3/28/2024	Alfred P. West, Jr.	Chairman	Sell	19,363	$72.14	$1,396,846.82	7,865,471
3/26/2024	Alfred P. West, Jr.	Chairman	Sell	150,000	$70.75	$10,612,500.00	7,884,834
3/8/2024	Paul Klauder	EVP	Sell	2,000	$69.80	$139,600.00	20,752
2/23/2024	Mark Andrew Warner	Insider	Sell	3,000	$67.31	$201,930.00	1,300
2/12/2024	Sanjay Sharma	Insider	Sell	15,000	$67.20	$1,008,000.00	16,895
2/7/2024	Wayne Withrow	EVP	Sell	16,970	$66.16	$1,122,735.20	55,399
12/4/2023	Alfred P. West, Jr.	Chairman	Sell	4,700	$59.97	$281,859.00	8,030,834
12/1/2023	Alfred P. West, Jr.	Chairman	Sell	29,343	$59.78	$1,754,124.54	8,029,315
11/21/2023	Wayne Withrow	EVP	Sell	8,924	$58.00	$517,592.00	55,399
10/31/2023	Sei Investments Co	Major Shareholder	Buy	1,240,000	$10.00	$12,400,000.00	1,250,000
9/19/2023	Michael Peterson	EVP	Sell	25,000	$61.29	$1,532,250.00	2,500
9/13/2023	Alfred P. West, Jr.	Chairman	Sell	43,192	$60.14	$2,597,566.88	8,227,019
9/11/2023	Alfred P. West, Jr.	Chairman	Sell	18,808	$61.02	$1,147,664.16	8,340,651
9/8/2023	Kathryn McCarthy	Director	Sell	10,000	$60.58	$605,800.00	72,466
8/30/2023	Dennis McGonigle	CFO	Sell	30,000	$62.22	$1,866,600.00	594,163
7/28/2023	Michael Peterson	EVP	Sell	10,000	$63.20	$632,000.00	2,500
6/28/2023	Ryan Hicke	CEO	Sell	23	$58.68	$1,349.64	82,609
6/22/2023	Alfred P. West, Jr.	Chairman	Sell	41,304	$57.68	$2,382,414.72	8,419,729
6/20/2023	Alfred P. West, Jr.	Chairman	Sell	46,647	$58.99	$2,751,706.53	8,519,720
3/29/2023	Alfred P. West, Jr.	Chairman	Sell	15,659	$56.06	$877,843.54	8,568,128
3/27/2023	Alfred P. West, Jr.	Chairman	Sell	65,900	$55.45	$3,654,155.00	8,583,787
3/23/2023	Alfred P. West, Jr.	Chairman	Sell	36,462	$55.40	$2,019,994.80	8,749,687
2/21/2023	Sarah Blumenstein	Director	Sell	10,546	$60.22	$635,080.12	6,447
2/17/2023	Sarah Blumenstein	Director	Sell	24,454	$61.25	$1,497,807.50	6,447
2/8/2023	Alfred P. West, Jr.	Chairman	Sell	37,566	$63.59	$2,388,821.94	8,813,217
2/6/2023	Alfred P. West, Jr.	Chairman	Sell	35,936	$63.39	$2,277,983.04	8,905,613
2/2/2023	Sanjay Sharma	EVP	Sell	9,000	$64.14	$577,260.00	5,165
12/21/2022	Kathryn McCarthy	Director	Sell	10,000	$59.25	$592,500.00	71,700
12/6/2022	Kevin Barr	EVP	Sell	10,000	$62.00	$620,000.00	174,741
11/17/2022	Kathy Heilig	Treasurer	Sell	100	$60.85	$6,085.00	1,891
11/1/2022	Wayne Withrow	EVP	Sell	15,000	$54.51	$817,650.00	38,799
9/15/2022	Alfred P. West, Jr.	Major Shareholder	Sell	83,386	$55.07	$4,592,067.02	9,136,792
8/9/2022	Wayne Withrow	EVP	Sell	15,000	$55.78	$836,700.00	38,799
7/29/2022	Dennis McGonigle	Insider	Sell	35,000	$55.15	$1,930,250.00	576,663
11/30/2021	Kevin Barr	EVP	Sell	40,000	$59.63	$2,385,200.00
11/16/2021	Wayne Withrow	EVP	Sell	4,000	$65.00	$260,000.00
11/10/2021	Wayne Withrow	EVP	Sell	4,000	$64.47	$257,880.00
11/3/2021	Dennis McGonigle	EVP	Sell	17,500	$62.79	$1,098,825.00
11/1/2021	Wayne Withrow	EVP	Sell	3,000	$63.95	$191,850.00
5/6/2021	William Doran	Director	Sell	10,000	$63.27	$632,700.00	659,915

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SEC Filings (Institutional Ownership Changes) for SEI Investments (NASDAQ:SEIC)

70.59% of SEI Investments stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

SEI Investments Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
4/18/2024	State of Michigan Retirement System	26,624	$1.91M	0.0%	+1.9%	0.020%
4/18/2024	Allspring Global Investments Holdings LLC	12,800	$0.92M	0.0%	-81.0%	0.010%
4/18/2024	Diversified Trust Co	54,010	$3.88M	0.1%	-2.2%	0.041%
4/16/2024	Toth Financial Advisory Corp	966	$69K	0.0%	-18.9%	0.001%
4/16/2024	Thrive Wealth Management LLC	40,723	$2.93M	0.6%	-49.0%	0.031%
4/16/2024	Wealth Enhancement Advisory Services LLC	15,719	$1.13M	0.0%	-4.5%	0.012%
4/16/2024	Procyon Advisors LLC	31,874	$2.29M	0.2%	+8.8%	0.024%
4/15/2024	Janiczek Wealth Management LLC	7,015	$0.50M	0.1%	+17.1%	0.005%
4/15/2024	DGS Capital Management LLC	8,839	$0.64M	0.2%	+108.9%	0.007%
4/12/2024	Northwest Investment Counselors LLC	9,126	$0.66M	0.2%	-3.1%	0.007%
4/12/2024	FCF Advisors LLC	25,090	$1.80M	0.5%	+1.9%	0.019%
4/8/2024	Pensionfund Sabic	18,500	$1.33M	0.4%	-9.8%	0.014%
4/5/2024	GAMMA Investing LLC	1,496	$0.11M	0.0%	+20.7%	0.001%
4/5/2024	CWM LLC	62,199	$4.47M	0.1%	-14.3%	0.047%
4/4/2024	Cullen Investment Group LTD.	4,450	$0.31M	0.0%	-5.7%	0.003%
4/3/2024	RK Asset Management LLC	67,945	$4.89M	4.0%	-1.1%	0.052%
3/29/2024	Kapitalo Investimentos Ltda	3,265	$0.21M	0.0%	-12.9%	0.002%
3/22/2024	PNC Financial Services Group Inc.	35,003	$2.22M	0.0%	-35.9%	0.027%
3/21/2024	Healthcare of Ontario Pension Plan Trust Fund	110,000	$6.99M	0.0%	N/A	0.084%
3/11/2024	Vanguard Group Inc.	11,888,519	$755.52M	0.0%	-0.8%	9.051%
3/5/2024	Fisher Asset Management LLC	8,648	$0.55M	0.0%	+6.1%	0.007%
3/1/2024	Royal London Asset Management Ltd.	35,495	$2.26M	0.0%	-6.5%	0.027%
3/1/2024	Goldman Sachs Group Inc.	242,121	$15.39M	0.0%	-34.3%	0.184%
2/28/2024	American International Group Inc.	135,090	$8.59M	0.0%	-4.7%	0.103%
2/26/2024	Teachers Retirement System of The State of Kentucky	33,444	$2.13M	0.0%	-4.6%	0.025%
2/26/2024	Neo Ivy Capital Management	960	$61K	0.1%	N/A	0.001%
2/20/2024	Aurora Investment Counsel	24,028	$1.53M	0.9%	+3.9%	0.018%
2/16/2024	Price T Rowe Associates Inc. MD	51,091	$3.25M	0.0%	+1.2%	0.039%
2/16/2024	Public Employees Retirement System of Ohio	56,714	$3.60M	0.0%	-4.6%	0.043%
2/15/2024	Mercer Global Advisors Inc. ADV	7,422	$0.47M	0.0%	+3.5%	0.006%
2/15/2024	Townsquare Capital LLC	15,638	$0.99M	0.0%	-55.0%	0.012%
2/15/2024	Systematic Portfolios LLC	3,198	$0.20M	0.6%	N/A	0.002%
2/15/2024	Legal & General Group Plc	1,024,549	$65.11M	0.0%	+7.6%	0.779%
2/15/2024	Barclays PLC	246,015	$15.63M	0.0%	-0.5%	0.187%
2/15/2024	Vanguard Group Inc.	11,888,519	$755.52M	0.0%	-0.8%	9.035%
2/15/2024	Voloridge Investment Management LLC	167,908	$10.67M	0.0%	+75.3%	0.128%
2/15/2024	Voya Investment Management LLC	17,523	$1.11M	0.0%	-83.4%	0.013%
2/15/2024	Vident Advisory LLC	30,143	$1.92M	0.0%	+3.1%	0.023%
2/15/2024	Modera Wealth Management LLC	91,754	$5.83M	0.1%	-13.5%	0.070%
2/15/2024	Nuveen Asset Management LLC	272,616	$17.33M	0.0%	-4.8%	0.207%
2/15/2024	Price T Rowe Associates Inc. MD	51,091	$3.25M	0.0%	+1.2%	0.039%
2/15/2024	Public Sector Pension Investment Board	15,022	$0.96M	0.0%	+6.5%	0.011%
2/15/2024	Gotham Asset Management LLC	14,577	$0.93M	0.0%	-17.2%	0.011%
2/15/2024	Healthcare of Ontario Pension Plan Trust Fund	110,000	$6.99M	0.0%	N/A	0.084%
2/15/2024	Baird Financial Group Inc.	17,482	$1.11M	0.0%	-7.7%	0.013%
2/15/2024	Brevan Howard Capital Management LP	12,295	$0.78M	0.0%	N/A	0.009%
2/15/2024	Comerica Bank	44,900	$2.85M	0.0%	-0.4%	0.034%
2/14/2024	Royal Bank of Canada	635,580	$40.39M	0.0%	-2.1%	0.483%
2/14/2024	Mairs & Power Inc.	3,300	$0.21M	0.0%	N/A	0.003%
2/14/2024	Pathstone Holdings LLC	18,719	$1.19M	0.0%	N/A	0.014%
2/14/2024	Point72 Hong Kong Ltd	5,034	$0.32M	0.0%	N/A	0.004%
2/14/2024	Kestra Advisory Services LLC	3,157	$0.20M	0.0%	N/A	0.002%
2/14/2024	Power Corp of Canada	88,883	$5.65M	0.6%	N/A	0.068%
2/14/2024	Point72 Europe London LLP	13,574	$0.86M	0.1%	N/A	0.010%
2/14/2024	Creative Planning	7,160	$0.46M	0.0%	-21.9%	0.005%
2/14/2024	Cubist Systematic Strategies LLC	94,797	$6.02M	0.0%	+2,369,825.0%	0.072%
2/14/2024	Caxton Associates LP	3,439	$0.22M	0.0%	-61.5%	0.003%
2/14/2024	Putnam Investments LLC	50,077	$3.18M	0.0%	-2.8%	0.038%
2/14/2024	Southernsun Asset Management LLC	77,360	$4.92M	0.6%	-0.2%	0.059%
2/14/2024	Ethic Inc.	4,396	$0.28M	0.0%	-17.0%	0.003%
2/14/2024	Icon Wealth Advisors LLC	1,677	$0.11M	0.0%	N/A	0.001%
2/14/2024	Bridgewater Associates LP	132,836	$8.44M	0.0%	-33.3%	0.101%
2/14/2024	Balyasny Asset Management L.P.	165,014	$10.49M	0.0%	+66.2%	0.125%
2/14/2024	Cresset Asset Management LLC	17,368	$1.11M	0.0%	-6.6%	0.013%
2/14/2024	Schroder Investment Management Group	171,346	$10.89M	0.0%	-12.5%	0.130%
2/13/2024	Envestnet Asset Management Inc.	386,676	$24.57M	0.0%	+1.5%	0.294%
2/13/2024	Stephens Inc. AR	32,390	$2.06M	0.0%	-20.3%	0.025%
2/13/2024	Northern Trust Corp	1,045,181	$66.42M	0.0%	-8.6%	0.794%
2/13/2024	Pinebridge Investments L.P.	137,567	$8.74M	0.1%	-8.1%	0.105%
2/13/2024	American International Group Inc.	135,090	$8.59M	0.0%	-4.7%	0.103%
2/13/2024	Public Employees Retirement Association of Colorado	4,145	$0.26M	0.0%	-32.9%	0.003%
2/13/2024	1832 Asset Management L.P.	16,059	$1.02M	0.0%	-4.2%	0.012%
2/13/2024	Crossmark Global Holdings Inc.	9,011	$0.57M	0.0%	-7.3%	0.007%
2/13/2024	Tower Research Capital LLC TRC	11,631	$0.74M	0.0%	+180.7%	0.009%
2/13/2024	First Trust Advisors LP	153,845	$9.78M	0.0%	+5.6%	0.117%
2/13/2024	Goldman Sachs Group Inc.	242,121	$15.39M	0.0%	-34.3%	0.184%
2/13/2024	Royal London Asset Management Ltd.	35,495	$2.26M	0.0%	-6.5%	0.027%
2/13/2024	CIBC Asset Management Inc	5,303	$0.34M	0.0%	-10.5%	0.004%
2/13/2024	The Manufacturers Life Insurance Company	87,740	$5.58M	0.0%	-2.2%	0.067%
2/13/2024	KBC Group NV	259,810	$16.51M	0.1%	-3.1%	0.197%
2/13/2024	Campbell & CO Investment Adviser LLC	26,584	$1.69M	0.2%	+638.6%	0.020%
2/13/2024	California State Teachers Retirement System	154,602	$9.83M	0.0%	-3.5%	0.117%
2/12/2024	Bank of Nova Scotia	114,840	$7.30M	0.0%	+190.9%	0.087%
2/12/2024	TFO Wealth Partners LLC	574	$36K	0.0%	+6,277.8%	0.000%
2/12/2024	Treasurer of the State of North Carolina	45,974	$2.92M	0.0%	-0.3%	0.035%
2/12/2024	Weiss Asset Management LP	10,607	$0.67M	0.0%	N/A	0.008%
2/12/2024	Allianz Asset Management GmbH	111,758	$7.10M	0.0%	+5.0%	0.085%
2/12/2024	Stifel Financial Corp	17,984	$1.14M	0.0%	+145.5%	0.014%
2/12/2024	TD Asset Management Inc	186,842	$11.87M	0.0%	+0.1%	0.142%
2/12/2024	Steward Partners Investment Advisory LLC	1,015	$65K	0.0%	+17.3%	0.001%
2/12/2024	Hilltop Holdings Inc.	4,092	$0.26M	0.0%	-6.1%	0.003%
2/12/2024	Hsbc Holdings PLC	551,474	$35.05M	0.0%	+0.8%	0.419%
2/9/2024	Intech Investment Management LLC	18,135	$1.15M	0.0%	+47.3%	0.014%
2/9/2024	Nomura Asset Management Co. Ltd.	30,150	$1.92M	0.0%	+9.1%	0.023%
2/9/2024	Sepio Capital LP	42,083	$2.67M	0.2%	-12.8%	0.032%
2/9/2024	Oxford Asset Management LLP	3,955	$0.25M	0.5%	N/A	0.003%
2/9/2024	US Bancorp DE	36,637	$2.33M	0.0%	+2.1%	0.028%
2/9/2024	Ontario Teachers Pension Plan Board	22,430	$1.43M	0.0%	-12.1%	0.017%
2/9/2024	Davis R M Inc.	6,864	$0.44M	0.0%	-62.9%	0.005%
2/9/2024	Franklin Resources Inc.	92,599	$5.89M	0.0%	-10.9%	0.070%

Data available starting January 2016

SEI Investments Company is a publicly owned asset management holding company. Through its subsidiaries, the firm provides wealth management, retirement and investment solutions, asset management, asset administration, investment processing outsourcing solutions, financial services, and investment advisory services to its clients. It provides its services to private banks, independent financial advisers, institutional investors, investment managers, investment advisors, wealth management organizations, corporations, retirement scheme sponsors, not-for-profit organizations, hedge fund managers, registered investment advisers, independent broker-dealers, financial planners, life insurance agents, defined-benefit schemes, defined-contribution schemes, endowments, foundations, and board-designated fund, through its subsidiaries. Through its subsidiaries, the firm manages separate client-focused portfolios. It also launches and manages equity, fixed income, and balanced mutual funds, through its subsidiaries. Through its subsidiaries, the firm invests in public equity and fixed income markets. It employs fundamental and quantitative analysis with a focus on top-down and bottom-up analysis to make its investments, through its subsidiaries. SEI Investments Company was founded in 1968 and is based in Oaks, Pennsylvania.

Today's Range

Now: $66.01

$65.82

$66.63

50 Day Range

MA: $68.53

$65.53

$72.02

52 Week Range

Now: $66.01

$52.19

$72.54

Volume

356,994 shs

Average Volume

485,579 shs

Market Capitalization

$8.68 billion

P/E Ratio

19.08

Dividend Yield

1.39%

Beta

1.02

Who are the company insiders with the largest holdings of SEI Investments?: SEI Investments' top insider shareholders include:
Alfred P West Jr (Major Shareholder)
Alfred P West Jr (Chairman)
Sei Investments Co (Major Shareholder)
Dennis Mcgonigle (CFO)
Dennis Mcgonigle (Insider)
Kevin Barr (EVP)
Ryan Hicke (CEO)
Kathryn Mccarthy (Director)
Wayne Withrow (EVP)
Paul Klauder (EVP)
Sanjay Sharma (Insider)
Sarah Blumenstein (Director)
Sanjay Sharma (EVP)
Michael Peterson (EVP)
Kathy Heilig (Treasurer)
Mark Andrew Warner (Insider)
Learn More about top insider investors at SEI Investments.
Who are the major institutional investors of SEI Investments?: SEI Investments' top institutional shareholders include:
RK Asset Management LLC — 0.05%
CWM LLC — 0.05%
Diversified Trust Co — 0.04%
Thrive Wealth Management LLC — 0.03%
Procyon Advisors LLC — 0.02%
State of Michigan Retirement System — 0.02%
Learn More about top institutional investors of SEI Investments stock.
Which institutional investors are selling SEI Investments stock?: Within the previous quarter, SEIC stock was sold by these institutional investors:
Allspring Global Investments Holdings LLC
Thrive Wealth Management LLC
CWM LLC
Pensionfund Sabic
Diversified Trust Co
RK Asset Management LLC
Wealth Enhancement Advisory Services LLC
Northwest Investment Counselors LLC
Within the previous year, company insiders that have sold SEI Investments company stock include:
Alfred P West Jr (Major Shareholder)
Alfred P West Jr (Chairman)
Sei Investments Co (Major Shareholder)
Dennis Mcgonigle (CFO)
Dennis Mcgonigle (Insider)
Kevin Barr (EVP)
Ryan Hicke (CEO)
Kathryn Mccarthy (Director)
Wayne Withrow (EVP)
Learn More investors selling SEI Investments stock.
Which institutional investors are buying SEI Investments stock?: Within the previous quarter, SEIC stock was acquired by institutional investors including:
DGS Capital Management LLC
Procyon Advisors LLC
Janiczek Wealth Management LLC
State of Michigan Retirement System
FCF Advisors LLC
GAMMA Investing LLC