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SEIC Insider Trading

Insider Trading Chart
Insider Trading History
Frequently Asked Questions
About

Insider Ownership Percentage: 14.30%

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

^$68.53

▲ +0.23 (0.34%)

As of 05/8/2024 12:39 PM 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

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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
5/8/2024	ProShare Advisors LLC	462,313	$33.24M	0.1%	-14.9%	0.352%
5/8/2024	US Bancorp DE	36,178	$2.60M	0.0%	-1.3%	0.028%
5/8/2024	Russell Investments Group Ltd.	115,367	$8.30M	0.0%	+21.7%	0.088%
5/8/2024	Inspire Investing LLC	29,376	$2.11M	0.2%	+9.7%	0.022%
5/7/2024	Concurrent Investment Advisors LLC	5,079	$0.37M	0.0%	N/A	0.004%
5/7/2024	Foyston Gordon & Payne Inc	81,311	$5.85M	1.4%	-3.7%	0.062%
5/7/2024	Oppenheimer Asset Management Inc.	14,834	$1.07M	0.0%	-8.4%	0.011%
5/6/2024	Envestnet Portfolio Solutions Inc.	4,868	$0.35M	0.0%	+25.0%	0.004%
5/6/2024	Duality Advisers LP	31,581	$2.27M	0.2%	+61.7%	0.024%
5/6/2024	Leith Wheeler Investment Counsel Ltd.	217,306	$15.62M	1.5%	+0.1%	0.165%
5/6/2024	Texas Permanent School Fund Corp	87,252	$6.27M	0.0%	+1.0%	0.066%
5/3/2024	Mediolanum International Funds Ltd	20,034	$1.44M	0.0%	N/A	0.015%
5/3/2024	Chevy Chase Trust Holdings LLC	26,754	$1.92M	0.0%	+0.9%	0.020%
5/3/2024	BI Asset Management Fondsmaeglerselskab A S	6,199	$0.45M	0.0%	+64.0%	0.005%
5/3/2024	Central Pacific Bank Trust Division	10,136	$0.72M	0.1%	N/A	0.008%
5/2/2024	Mutual of America Capital Management LLC	59,402	$4.27M	0.0%	-4.0%	0.045%
5/2/2024	Nordea Investment Management AB	8,258	$0.60M	0.0%	-12.6%	0.006%
5/1/2024	BNP Paribas Financial Markets	47,289	$3.40M	0.0%	-30.6%	0.036%
5/1/2024	Mirae Asset Global Investments Co. Ltd.	86,028	$6.19M	0.0%	+1.6%	0.065%
4/30/2024	Van ECK Associates Corp	47,359	$3.41M	0.0%	-28.8%	0.036%
4/30/2024	JLB & Associates Inc.	286,443	$20.60M	2.7%	-0.9%	0.218%
4/30/2024	Tandem Investment Advisors Inc.	721,270	$51.86M	2.0%	-22.9%	0.548%
4/29/2024	Principal Financial Group Inc.	384,371	$27.64M	0.0%	+2.2%	0.292%
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%

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: $68.53

$68.03

$68.63

50 Day Range

MA: $68.62

$65.95

$72.02

52 Week Range

Now: $68.53

$52.19

$72.54

Volume

69,417 shs

Average Volume

565,111 shs

Market Capitalization

$9.00 billion

P/E Ratio

18.72

Dividend Yield

1.37%

Beta

1.03

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:
Tandem Investment Advisors Inc. — 0.55%
Raymond James & Associates — 0.38%
ProShare Advisors LLC — 0.35%
Principal Financial Group Inc. — 0.29%
JLB & Associates Inc. — 0.22%
Sumitomo Mitsui Trust Holdings Inc. — 0.21%
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:
Tandem Investment Advisors Inc.
ProShare Advisors LLC
Allspring Global Investments Holdings LLC
Thrive Wealth Management LLC
Hahn Capital Management LLC
BNP Paribas Financial Markets
Van ECK Associates Corp
CWM 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:
Raymond James & Associates
Russell Investments Group Ltd.
Mediolanum International Funds Ltd
Duality Advisers LP
Central Pacific Bank Trust Division
Principal Financial Group Inc.
Concurrent Investment Advisors LLC
DGS Capital Management LLC