SEIC Insider Trading

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Insider Trading History
Frequently Asked Questions
About

Insider Ownership Percentage: 14.30%

Insider Buying (Last 12 Months): $0.00

Insider Selling (Last 12 Months): $43,396,629.33

SEI Investments Insider Trading History Chart

SEI Investments Share Price & Price History

^$78.34

▲ +5.343 (7.32%)

As of 04/24/2025 03:56 PM ET

Days: 30 | 90 | 365

SEI Investments Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
3/5/2025	Alfred P. West, Jr.	Chairman	Sell	1,372	$76.28	$104,656.16	7,078,708
3/3/2025	Alfred P. West, Jr.	Chairman	Sell	72,842	$79.45	$5,787,296.90	7,160,080
3/3/2025	Mark Andrew Warner	Insider	Sell	5,000	$80.39	$401,950.00	1,300
12/16/2024	Alfred P. West, Jr.	Chairman	Sell	52,042	$85.23	$4,435,539.66	7,232,922
12/13/2024	Alfred P. West, Jr.	Chairman	Sell	94,158	$85.73	$8,072,165.34	7,284,964
12/6/2024	Alfred P. West, Jr.	Chairman	Sell	5,984	$84.23	$504,032.32	7,371,522
12/4/2024	Alfred P. West, Jr.	Chairman	Sell	19,010	$82.49	$1,568,134.90	7,377,506
11/6/2024	Carmen Romeo	Director	Sell	5,000	$79.64	$398,200.00	1,577,652
11/6/2024	Michael Peterson	EVP	Sell	10,000	$79.14	$791,400.00	6,500
10/28/2024	Carl Guarino	Director	Sell	7,564	$75.77	$573,124.28	13,867
10/28/2024	Philip McCabe	EVP	Sell	10,500	$75.91	$797,055.00	43,544
10/25/2024	Michael Peterson	EVP	Sell	25,000	$74.59	$1,864,750.00	6,500
10/25/2024	Ryan Hicke	CEO	Sell	10,000	$74.90	$749,000.00	147,609
8/28/2024	Alfred P. West, Jr.	Chairman	Sell	61,000	$67.36	$4,108,960.00	7,504,285
8/26/2024	Alfred P. West, Jr.	Chairman	Sell	44,163	$67.55	$2,983,210.65	7,605,414
8/23/2024	Alfred P. West, Jr.	Chairman	Sell	27,419	$67.48	$1,850,234.12	7,649,577
6/24/2024	William Doran	Director	Sell	5,000	$67.04	$335,200.00	656,386
5/13/2024	Alfred P. West, Jr.	Chairman	Sell	48,000	$68.09	$3,268,320.00	7,677,471
5/9/2024	Alfred P. West, Jr.	Chairman	Sell	70,000	$68.62	$4,803,400.00	7,795,471
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

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
4/23/2025	Robeco Institutional Asset Management B.V.	102,105	$7.93M	0.0%	+1.0%	0.081%
4/23/2025	Bessemer Group Inc.	4,284	$0.33M	0.0%	+123.0%	0.003%
4/23/2025	Lecap Asset Management Ltd.	6,338	$0.49M	0.1%	+8.8%	0.005%
4/23/2025	Chevy Chase Trust Holdings LLC	77,943	$6.05M	0.0%	-0.3%	0.062%
4/23/2025	Legacy Advisors LLC	5,980	$0.46M	0.0%	+24.8%	0.005%
4/23/2025	Asset Management One Co. Ltd.	51,077	$3.97M	0.0%	+14.9%	0.041%
4/23/2025	Oppenheimer Asset Management Inc.	17,588	$1.37M	0.0%	-1.4%	0.014%
4/22/2025	Nilsine Partners LLC	7,579	$0.59M	0.1%	-10.6%	0.006%
4/21/2025	Avior Wealth Management LLC	5,556	$0.43M	0.0%	-26.3%	0.004%
4/21/2025	Retirement Systems of Alabama	276,324	$21.45M	0.1%	-0.6%	0.218%
4/21/2025	Envestnet Portfolio Solutions Inc.	11,603	$0.90M	0.0%	+4.4%	0.009%
4/21/2025	Boston Trust Walden Corp	1,325,479	$102.90M	0.8%	+1.5%	1.044%
4/21/2025	Johnson Investment Counsel Inc.	29,791	$2.31M	0.0%	-0.5%	0.023%
4/21/2025	Cadent Capital Advisors LLC	4,855	$0.38M	0.1%	+16.8%	0.004%
4/17/2025	JLB & Associates Inc.	276,604	$21.47M	3.0%	-1.6%	0.218%
4/17/2025	Janney Montgomery Scott LLC	2,654	$0.21M	0.0%	N/A	0.002%
4/16/2025	Wealth Enhancement Advisory Services LLC	21,301	$1.65M	0.0%	+41.6%	0.017%
4/16/2025	Smithbridge Asset Management Inc. DE	26,201	$2.03M	0.4%	N/A	0.021%
4/16/2025	Donald L. Hagan LLC	14,735	$1.14M	0.6%	+1.8%	0.012%
4/15/2025	Handelsbanken Fonder AB	29,900	$2.32M	0.0%	+31.7%	0.024%
4/15/2025	SG Americas Securities LLC	5,488	$0.43M	0.0%	-77.9%	0.004%
4/15/2025	Abacus FCF Advisors LLC	26,671	$2.07M	0.3%	-12.6%	0.021%
4/15/2025	GAMMA Investing LLC	6,061	$0.47M	0.0%	+24.5%	0.005%
4/14/2025	Yousif Capital Management LLC	34,586	$2.69M	0.0%	-3.8%	0.027%
4/14/2025	Farther Finance Advisors LLC	1,334	$0.10M	0.0%	+104.3%	0.001%
4/14/2025	Portside Wealth Group LLC	6,429	$0.50M	0.1%	+18.5%	0.005%
4/14/2025	UMB Bank n.a.	82,279	$6.39M	0.1%	-25.4%	0.065%
4/11/2025	Procyon Advisors LLC	38,420	$2.98M	0.2%	+7.9%	0.030%
4/11/2025	Vest Financial LLC	33,232	$2.58M	0.0%	N/A	0.026%
4/11/2025	West Coast Financial LLC	62,059	$4.82M	0.5%	-47.5%	0.049%
4/10/2025	Thrive Wealth Management LLC	41,119	$3.19M	0.6%	-2.8%	0.032%
4/10/2025	Portside Wealth Group LLC	5,426	$0.45M	0.1%	+15.3%	0.004%
4/10/2025	Hennion & Walsh Asset Management Inc.	6,169	$0.48M	0.0%	-47.4%	0.005%
4/9/2025	NBC Securities Inc.	8,990	$0.70M	0.1%	+112,275.0%	0.007%
4/9/2025	Baker Tilly Wealth Management LLC	6,391	$0.50M	0.2%	+8.3%	0.005%
4/8/2025	Rhumbline Advisers	336,554	$26.13M	0.0%	-0.4%	0.265%
4/8/2025	Fifth Third Wealth Advisors LLC	4,542	$0.35M	0.0%	+24.2%	0.004%
4/8/2025	Parallel Advisors LLC	15,718	$1.22M	0.0%	-8.9%	0.012%
4/7/2025	GAMMA Investing LLC	470,515	$36.53M	0.0%	+9,563.5%	0.371%
4/3/2025	Versant Capital Management Inc	543	$42K	0.0%	+156.1%	0.000%
4/3/2025	First Hawaiian Bank	7,528	$0.58M	0.0%	+11.3%	0.006%
4/2/2025	RK Asset Management LLC	69,323	$5.38M	5.0%	-1.8%	0.055%
3/18/2025	California State Teachers Retirement System	130,555	$10.77M	0.0%	-5.3%	0.103%
3/18/2025	111 Capital	6,548	$0.54M	0.1%	N/A	0.005%
3/17/2025	Wealth Enhancement Advisory Services LLC	15,040	$1.24M	0.0%	+2.1%	0.012%
3/12/2025	Northstar Financial Companies Inc.	3,641	$0.30M	0.3%	N/A	0.003%
3/4/2025	Siemens Fonds Invest GmbH	5,275	$0.44M	0.0%	N/A	0.004%
3/3/2025	GHE LLC	9,126	$0.75M	0.3%	+2.0%	0.007%
2/28/2025	Universal Beteiligungs und Servicegesellschaft mbH	71,744	$5.92M	0.0%	N/A	0.057%
2/21/2025	Ascent Group LLC	20,865	$1.72M	0.1%	+4.3%	0.016%
2/20/2025	Mackenzie Financial Corp	10,166	$0.84M	0.0%	-8.3%	0.008%
2/19/2025	Toronto Dominion Bank	30,910	$2.55M	0.0%	-24.6%	0.024%
2/19/2025	Public Employees Retirement System of Ohio	62,454	$5.15M	0.0%	-4.2%	0.048%
2/18/2025	Investment Management Corp VA ADV	7,789	$0.64M	0.6%	N/A	0.006%
2/18/2025	Taylor Hoffman Capital Management LLC	65,185	$5.38M	2.0%	+1.7%	0.051%
2/18/2025	Focus Partners Advisor Solutions LLC	12,360	$1.02M	0.0%	N/A	0.010%
2/18/2025	Royal Capital Wealth Management LLC	3,200	$0.26M	0.2%	-20.0%	0.002%
2/17/2025	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	756,037	$62.36M	0.0%	+38.4%	0.586%
2/17/2025	Voloridge Investment Management LLC	458,208	$37.79M	0.1%	-10.0%	0.355%
2/17/2025	Worldquant Millennium Advisors LLC	24,822	$2.05M	0.0%	-2.0%	0.019%
2/17/2025	iSAM Funds UK Ltd	5,416	$0.45M	0.3%	+33.4%	0.004%
2/17/2025	Vident Advisory LLC	25,579	$2.11M	0.0%	+2.5%	0.020%
2/17/2025	Virtus Investment Advisers Inc.	5,100	$0.42M	0.3%	N/A	0.004%
2/17/2025	Two Sigma Advisers LP	50,100	$4.13M	0.0%	-29.1%	0.039%
2/17/2025	Two Sigma Investments LP	179,348	$14.79M	0.0%	+14.5%	0.139%
2/17/2025	State of Wyoming	3,527	$0.29M	0.0%	-25.2%	0.003%
2/17/2025	Toronto Dominion Bank	30,910	$2.55M	0.0%	-24.6%	0.024%
2/17/2025	Siemens Fonds Invest GmbH	5,275	$0.44M	0.0%	N/A	0.004%
2/17/2025	Royal Bank of Canada	387,198	$31.94M	0.0%	+11.7%	0.300%
2/17/2025	Redwood Investment Management LLC	17,192	$1.42M	0.1%	N/A	0.013%
2/17/2025	Prana Capital Management LP	299,013	$24.66M	1.2%	+51.9%	0.232%
2/17/2025	ProShare Advisors LLC	451,354	$37.23M	0.1%	-6.8%	0.350%
2/17/2025	Quantinno Capital Management LP	27,956	$2.31M	0.0%	+58.9%	0.022%
2/17/2025	Man Group plc	206,242	$17.01M	0.0%	+5.2%	0.160%
2/17/2025	Nissay Asset Management Corp Japan ADV	13,915	$1.16M	0.0%	-1.4%	0.011%
2/17/2025	Nomura Holdings Inc.	13,000	$1.07M	0.0%	N/A	0.010%
2/17/2025	Nuveen Asset Management LLC	283,719	$23.40M	0.0%	+12.0%	0.220%
2/17/2025	OMERS ADMINISTRATION Corp	32,866	$2.71M	0.0%	-3.0%	0.025%
2/17/2025	Millennium Management LLC	178,367	$14.71M	0.0%	-56.5%	0.138%
2/17/2025	MJP Associates Inc. ADV	4,366	$0.36M	0.1%	N/A	0.003%
2/17/2025	Lazard Asset Management LLC	15,318	$1.26M	0.0%	+42.0%	0.012%
2/17/2025	Interval Partners LP	199,473	$16.45M	0.3%	-17.3%	0.155%
2/17/2025	Graham Capital Management L.P.	41,956	$3.46M	0.1%	N/A	0.033%
2/17/2025	Focus Partners Wealth	3,406	$0.28M	0.0%	N/A	0.003%
2/17/2025	Foyston Gordon & Payne Inc	119,723	$9.88M	2.6%	-1.5%	0.093%
2/17/2025	Ethic Inc.	4,472	$0.37M	0.0%	-55.3%	0.003%
2/17/2025	Ensign Peak Advisors Inc	69,627	$5.74M	0.0%	-6.1%	0.054%
2/17/2025	Clark Capital Management Group Inc.	15,012	$1.24M	0.0%	N/A	0.012%
2/17/2025	Deutsche Bank AG	152,402	$12.57M	0.0%	-55.3%	0.118%
2/17/2025	CoreCap Advisors LLC	9,117	$0.75M	0.0%	+10,379.3%	0.007%
2/17/2025	Cresset Asset Management LLC	15,289	$1.26M	0.0%	-54.2%	0.012%
2/17/2025	Crestline Management LP	29,125	$2.40M	0.1%	+35.4%	0.023%
2/17/2025	Cetera Investment Advisers	5,218	$0.43M	0.0%	+5.8%	0.004%
2/17/2025	Brevan Howard Capital Management LP	5,526	$0.46M	0.0%	-66.6%	0.004%
2/17/2025	Bridgefront Capital LLC	4,185	$0.35M	0.1%	N/A	0.003%
2/17/2025	Captrust Financial Advisors	2,946	$0.24M	0.0%	-9.8%	0.002%
2/17/2025	Caxton Associates LP	5,686	$0.47M	0.0%	N/A	0.004%
2/17/2025	Brown Advisory Inc.	568,027	$46.85M	0.1%	-29.5%	0.441%
2/17/2025	Balyasny Asset Management L.P.	66,128	$5.45M	0.0%	-55.6%	0.051%
2/17/2025	Bank of America Corp DE	2,846,654	$234.79M	0.0%	-6.2%	2.208%

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: $78.34

$75.09

$78.68

50 Day Range

MA: $75.40

$66.45

$82.84

52 Week Range

Now: $78.34

$62.38

$87.25

Volume

905,688 shs

Average Volume

724,218 shs

Market Capitalization

$9.85 billion

P/E Ratio

17.72

Dividend Yield

1.37%

Beta

0.9

Who are the company insiders with the largest holdings of SEI Investments?: SEI Investments' top insider shareholders include:
Alfred P West Jr (Chairman)
Carmen Romeo (Director)
Sei Investments Co (Major Shareholder)
William Doran (Director)
Dennis Mcgonigle (CFO)
Ryan Hicke (CEO)
Kathryn Mccarthy (Director)
Wayne Withrow (EVP)
Philip Mccabe (EVP)
Paul Klauder (EVP)
Sanjay Sharma (Insider)
Carl Guarino (Director)
Michael Peterson (EVP)
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:
Boston Trust Walden Corp — 1.04%
GAMMA Investing LLC — 0.37%
Rhumbline Advisers — 0.27%
JLB & Associates Inc. — 0.22%
Retirement Systems of Alabama — 0.22%
Robeco Institutional Asset Management B.V. — 0.08%
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:
West Coast Financial LLC
UMB Bank n.a.
SG Americas Securities LLC
Hennion & Walsh Asset Management Inc.
JLB & Associates Inc.
Abacus FCF Advisors LLC
Avior Wealth Management LLC
Retirement Systems of Alabama
Within the previous year, company insiders that have sold SEI Investments company stock include:
Alfred P West Jr (Chairman)
Carmen Romeo (Director)
Sei Investments Co (Major Shareholder)
William Doran (Director)
Dennis Mcgonigle (CFO)
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:
GAMMA Investing LLC
Vest Financial LLC
Smithbridge Asset Management Inc. DE
Boston Trust Walden Corp
NBC Securities Inc.
Handelsbanken Fonder AB
Asset Management One Co. Ltd.
Wealth Enhancement Advisory Services LLC