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

^$66.57

▲ +0.09 (0.14%)

As of 04/26/2024 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
4/27/2024	Hahn Capital Management LLC	66,228	$4.76M	2.8%	-36.9%	0.050%
4/26/2024	Securian Asset Management Inc.	8,194	$0.59M	0.0%	-2.7%	0.006%
4/26/2024	Yousif Capital Management LLC	46,773	$3.36M	0.0%	-2.3%	0.036%
4/25/2024	Fjarde AP Fonden Fourth Swedish National Pension Fund	77,147	$5.55M	0.1%	-8.1%	0.059%
4/23/2024	Global Retirement Partners LLC	948	$68K	0.0%	+32.6%	0.001%
4/23/2024	Louisiana State Employees Retirement System	28,700	$2.06M	0.0%	+2.1%	0.022%
4/23/2024	Amalgamated Bank	58,201	$4.19M	0.0%	-8.9%	0.044%
4/22/2024	Nilsine Partners LLC	9,009	$0.65M	0.1%	-23.3%	0.007%
4/22/2024	Raymond James & Associates	500,573	$35.99M	0.0%	+4.8%	0.381%
4/19/2024	Valley National Advisers Inc.	13,318	$0.96M	0.1%	-8.2%	0.010%
4/19/2024	Sumitomo Mitsui Trust Holdings Inc.	279,950	$20.13M	0.0%	-0.9%	0.213%
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%
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%
2/14/2024	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	Southernsun Asset Management LLC	77,360	$4.92M	0.6%	-0.2%	0.059%
2/13/2024	Stephens Inc. AR	32,390	$2.06M	0.0%	-20.3%	0.025%
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	1832 Asset Management L.P.	16,059	$1.02M	0.0%	-4.2%	0.012%
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	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	TD Asset Management Inc	186,842	$11.87M	0.0%	+0.1%	0.142%
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%
2/9/2024	Brandes Investment Partners LP	6,069	$0.39M	0.0%	N/A	0.005%
2/9/2024	Quest Partners LLC	27,401	$1.74M	0.4%	N/A	0.021%
2/9/2024	Trexquant Investment LP	94,524	$6.01M	0.1%	+314.2%	0.072%
2/9/2024	Corient Private Wealth LLC	12,768	$0.81M	0.0%	+47.8%	0.010%
2/9/2024	Sachetta LLC	1,400	$89K	0.0%	N/A	0.001%
2/9/2024	Beutel Goodman & Co Ltd.	4,019,979	$255.47M	1.4%	-0.4%	3.055%
2/9/2024	Hillsdale Investment Management Inc.	9,000	$0.57M	0.0%	-5.3%	0.007%
2/9/2024	UBS Group AG	121,969	$7.75M	0.0%	-28.8%	0.093%
2/9/2024	PNC Financial Services Group Inc.	35,003	$2.22M	0.0%	-35.9%	0.027%
2/9/2024	Dynamic Technology Lab Private Ltd	22,759	$1.45M	0.2%	N/A	0.017%
2/9/2024	Norges Bank	506,076	$32.16M	0.0%	N/A	0.385%
2/8/2024	Brown Advisory Inc.	692,337	$44M	0.1%	+1.6%	0.526%
2/8/2024	Robeco Institutional Asset Management B.V.	10,818	$0.69M	0.0%	-85.3%	0.008%
2/8/2024	Taylor Hoffman Wealth Management	60,585	$3.85M	1.7%	+7.2%	0.046%
2/8/2024	Quadrant Capital Group LLC	1,956	$0.12M	0.0%	+19.3%	0.001%
2/8/2024	Inceptionr LLC	14,071	$0.89M	0.6%	N/A	0.011%
2/8/2024	Vanguard Personalized Indexing Management LLC	16,150	$1.03M	0.0%	+3.4%	0.012%
2/7/2024	Ieq Capital LLC	3,384	$0.22M	0.0%	N/A	0.003%
2/7/2024	Principal Financial Group Inc.	376,149	$23.90M	0.0%	-1.3%	0.286%
2/7/2024	Envestnet Portfolio Solutions Inc.	3,893	$0.25M	0.0%	N/A	0.003%
2/7/2024	Dimensional Fund Advisors LP	1,164,902	$74.03M	0.0%	-1.1%	0.885%
2/7/2024	Jump Financial LLC	16,601	$1.06M	0.0%	N/A	0.013%
2/7/2024	BNP Paribas Financial Markets	68,139	$4.33M	0.0%	-4.2%	0.052%
2/7/2024	Teacher Retirement System of Texas	165,602	$10.52M	0.1%	-4.8%	0.126%
2/7/2024	Versor Investments LP	9,282	$0.59M	0.1%	+19.3%	0.007%
2/7/2024	Principal Securities Inc.	1,039	$66K	0.0%	N/A	0.001%
2/6/2024	Charles Schwab Investment Management Inc.	655,418	$41.65M	0.0%	+1.9%	0.498%
2/6/2024	Machina Capital S.A.S.	5,669	$0.36M	0.2%	N/A	0.004%
2/6/2024	Private Advisor Group LLC	4,123	$0.26M	0.0%	N/A	0.003%
2/6/2024	Metis Global Partners LLC	5,584	$0.36M	0.0%	+4.3%	0.004%
2/6/2024	Legacy Financial Advisors Inc.	3,878	$0.25M	0.0%	+11.2%	0.003%
2/6/2024	M&T Bank Corp	11,054	$0.70M	0.0%	-14.4%	0.008%
2/6/2024	Merit Financial Group LLC	8,615	$0.55M	0.0%	+81.8%	0.007%
2/6/2024	Amalgamated Bank	63,891	$4.06M	0.0%	-3.5%	0.049%
2/6/2024	Natixis Advisors L.P.	676,534	$42.99M	0.1%	-3.9%	0.514%

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: $66.57

$66.34

$67.26

50 Day Range

MA: $68.58

$65.87

$72.02

52 Week Range

Now: $66.57

$52.19

$72.54

Volume

500,828 shs

Average Volume

507,490 shs

Market Capitalization

$8.76 billion

P/E Ratio

18.19

Dividend Yield

1.38%

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:
Raymond James & Associates — 0.38%
Sumitomo Mitsui Trust Holdings Inc. — 0.21%
Fjarde AP Fonden Fourth Swedish National Pension Fund — 0.06%
RK Asset Management LLC — 0.05%
Hahn Capital Management LLC — 0.05%
CWM LLC — 0.05%
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
Hahn Capital Management LLC
CWM LLC
Fjarde AP Fonden Fourth Swedish National Pension Fund
Amalgamated Bank
Nilsine Partners LLC
Sumitomo Mitsui Trust Holdings Inc.
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:
Raymond James & Associates
DGS Capital Management LLC
Procyon Advisors LLC
Janiczek Wealth Management LLC
Louisiana State Employees Retirement System
State of Michigan Retirement System
FCF Advisors LLC
GAMMA Investing LLC