SEIC Insider Trading

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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): $35,916,762.33

SEI Investments Insider Trading History Chart

SEI Investments Share Price & Price History

^$69.18

▲ +1.16 (1.71%)

As of 09/19/2024 06:27 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
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
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
9/5/2024	Sanctuary Advisors LLC	41,679	$2.78M	0.0%	N/A	0.032%
8/22/2024	Aurora Investment Counsel	25,018	$1.62M	0.9%	+1.6%	0.019%
8/21/2024	Truist Financial Corp	141,145	$9.13M	0.0%	-4.2%	0.107%
8/19/2024	Brandes Investment Partners LP	13,810	$0.89M	0.0%	+34.6%	0.011%
8/16/2024	Quarry LP	2,105	$0.14M	0.0%	N/A	0.002%
8/16/2024	Northwestern Mutual Wealth Management Co.	1,197	$77K	0.0%	+16.3%	0.001%
8/16/2024	Algert Global LLC	62,300	$4.03M	0.1%	-12.4%	0.047%
8/16/2024	Sepio Capital LP	39,887	$2.58M	0.2%	-0.9%	0.030%
8/15/2024	Mackenzie Financial Corp	11,848	$0.77M	0.0%	+29.4%	0.009%
8/15/2024	The Manufacturers Life Insurance Company	89,229	$5.77M	0.0%	-3.1%	0.068%
8/15/2024	Millennium Management LLC	192,388	$12.45M	0.0%	-33.0%	0.146%
8/15/2024	MBB Public Markets I LLC	9,485	$0.61M	0.0%	N/A	0.007%
8/15/2024	APG Asset Management N.V.	27,061	$1.63M	0.0%	-84.8%	0.021%
8/15/2024	AQR Capital Management LLC	367,089	$23.66M	0.0%	+12.6%	0.283%
8/15/2024	Toronto Dominion Bank	37,207	$2.41M	0.0%	-9.3%	0.029%
8/14/2024	Royal Capital Wealth Management LLC	4,000	$0.26M	0.2%	-4.8%	0.003%
8/14/2024	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	21,419	$1.39M	0.0%	+60.7%	0.016%
8/14/2024	Interval Partners LP	200,230	$12.95M	0.3%	-0.4%	0.154%
8/14/2024	Xponance Inc.	16,403	$1.06M	0.0%	-9.5%	0.013%
8/14/2024	Bank of Montreal Can	125,035	$8.24M	0.0%	+4.6%	0.096%
8/14/2024	Public Sector Pension Investment Board	14,662	$0.95M	0.0%	-2.4%	0.011%
8/14/2024	ProShare Advisors LLC	465,011	$30.08M	0.1%	+0.6%	0.358%
8/13/2024	Legacy Financial Advisors Inc.	4,542	$0.29M	0.1%	+8.4%	0.003%
8/13/2024	Ensign Peak Advisors Inc	81,458	$5.27M	0.0%	-1.9%	0.063%
8/13/2024	Thrivent Financial for Lutherans	210,101	$13.59M	0.0%	-52.6%	0.160%
8/13/2024	Pacer Advisors Inc.	21,541	$1.39M	0.0%	+13.5%	0.016%
8/13/2024	Skandinaviska Enskilda Banken AB publ	25,385	$1.64M	0.0%	+30.3%	0.019%
8/12/2024	Intech Investment Management LLC	21,217	$1.37M	0.0%	+597.5%	0.016%
8/12/2024	Inspire Investing LLC	31,029	$2.01M	0.2%	+5.6%	0.024%
8/12/2024	MQS Management LLC	11,651	$0.75M	0.5%	N/A	0.009%
8/12/2024	XTX Topco Ltd	15,671	$1.01M	0.1%	N/A	0.012%
8/12/2024	Sienna Gestion	6,658	$0.43M	0.0%	-94.2%	0.005%
8/12/2024	Hsbc Holdings PLC	347,063	$22.46M	0.0%	-8.6%	0.264%
8/12/2024	Vanguard Personalized Indexing Management LLC	21,443	$1.39M	0.0%	+9.9%	0.016%
8/12/2024	Amalgamated Bank	50,605	$3.27M	0.0%	-13.1%	0.039%
8/12/2024	Mercer Global Advisors Inc. ADV	8,326	$0.54M	0.0%	+5.0%	0.006%
8/12/2024	Tredje AP fonden	16,853	$1.09M	0.0%	-1.6%	0.013%
8/12/2024	Meiji Yasuda Asset Management Co Ltd.	76,133	$4.93M	0.2%	+12.1%	0.058%
8/12/2024	Meiji Yasuda Life Insurance Co	5,980	$0.39M	0.0%	+52.2%	0.005%
8/10/2024	Mutual of America Capital Management LLC	57,172	$3.70M	0.0%	-3.8%	0.044%
8/9/2024	Renaissance Technologies LLC	196,426	$12.71M	0.0%	-28.4%	0.150%
8/9/2024	Dimensional Fund Advisors LP	1,380,311	$89.29M	0.0%	+19.2%	1.051%
8/9/2024	Fairfield Financial Advisors LTD	465	$30K	0.0%	N/A	0.000%
8/8/2024	Envestnet Asset Management Inc.	381,372	$24.67M	0.0%	+1.2%	0.290%
8/8/2024	Oppenheimer Asset Management Inc.	17,214	$1.11M	0.0%	+16.0%	0.013%
8/8/2024	Wrapmanager Inc.	3,506	$0.23M	0.1%	-11.0%	0.003%
8/8/2024	Parallel Advisors LLC	19,033	$1.23M	0.0%	+6.9%	0.014%
8/8/2024	HBK Sorce Advisory LLC	58,146	$3.76M	0.1%	+0.5%	0.044%
8/8/2024	Federated Hermes Inc.	10,086	$0.65M	0.0%	-4.8%	0.008%
8/8/2024	DekaBank Deutsche Girozentrale	6,900	$0.44M	0.0%	+8.2%	0.005%
8/8/2024	BOKF NA	12,083	$0.78M	0.0%	+557.0%	0.009%
8/8/2024	Achmea Investment Management B.V.	102,975	$6.66M	0.1%	+7.3%	0.078%
8/8/2024	Jupiter Asset Management Ltd.	120,372	$7.79M	0.1%	N/A	0.092%
8/8/2024	American Century Companies Inc.	311,459	$20.15M	0.0%	+7.5%	0.237%
8/8/2024	State of New Jersey Common Pension Fund D	27,926	$1.81M	0.0%	-40.3%	0.021%
8/7/2024	Headlands Technologies LLC	7,619	$0.49M	0.1%	N/A	0.006%
8/7/2024	Daiwa Securities Group Inc.	7,800	$0.51M	0.0%	+5.4%	0.006%
8/7/2024	Andra AP fonden	135,800	$8.79M	0.1%	+45.6%	0.103%
8/7/2024	Royal London Asset Management Ltd.	36,418	$2.36M	0.0%	-0.6%	0.028%
8/7/2024	Texas Permanent School Fund Corp	95,639	$6.19M	0.1%	+9.6%	0.073%
8/7/2024	Ashton Thomas Private Wealth LLC	15,272	$0.99M	0.1%	-9.2%	0.012%
8/6/2024	Quest Partners LLC	27,949	$1.81M	0.2%	+4.8%	0.021%
8/6/2024	Oak Thistle LLC	10,431	$0.68M	0.5%	N/A	0.008%
8/6/2024	Caprock Group LLC	3,596	$0.23M	0.0%	+7.9%	0.003%
8/6/2024	Certuity LLC	5,764	$0.37M	0.0%	+11.8%	0.004%
8/6/2024	Acadian Asset Management LLC	356,286	$23.04M	0.1%	-18.1%	0.271%
8/6/2024	Hahn Capital Management LLC	88,222	$5.71M	2.7%	+33.2%	0.067%
8/6/2024	Los Angeles Capital Management LLC	12,825	$0.83M	0.0%	-4.2%	0.010%
8/5/2024	Victory Capital Management Inc.	160,275	$10.37M	0.0%	+9.5%	0.123%
8/3/2024	TD Asset Management Inc	189,869	$12.28M	0.0%	+3.1%	0.146%
8/2/2024	Gries Financial LLC	38,660	$2.50M	0.5%	-2.8%	0.030%
8/2/2024	Oregon Public Employees Retirement Fund	20,716	$1.34M	0.0%	-15.8%	0.016%
8/1/2024	Rhumbline Advisers	344,928	$22.31M	0.0%	+0.2%	0.263%
8/1/2024	CIBC Asset Management Inc	49,802	$3.22M	0.0%	+1,444.2%	0.038%
8/1/2024	Convergence Investment Partners LLC	18,271	$1.18M	0.3%	+222.3%	0.014%
8/1/2024	Natixis Advisors LLC	675,275	$43.68M	0.1%	-0.5%	0.514%
8/1/2024	Tandem Investment Advisors Inc.	433,078	$28.02M	1.1%	-40.0%	0.333%
7/31/2024	Van ECK Associates Corp	54,894	$3.55M	0.0%	+15.9%	0.042%
7/31/2024	Ingalls & Snyder LLC	41,950	$2.71M	0.1%	-1.2%	0.032%
7/31/2024	Lafayette Investments Inc.	16,990	$1.10M	0.2%	-3.8%	0.013%
7/31/2024	Foyston Gordon & Payne Inc	82,102	$5.31M	1.3%	+1.0%	0.063%
7/31/2024	IFG Advisory LLC	59,228	$3.83M	0.2%	+0.3%	0.046%
7/31/2024	Concurrent Investment Advisors LLC	5,843	$0.38M	0.0%	+15.0%	0.004%
7/30/2024	iA Global Asset Management Inc.	18,659	$1.21M	0.0%	+28.3%	0.014%
7/30/2024	Signaturefd LLC	2,942	$0.19M	0.0%	+7.8%	0.002%
7/30/2024	BNP PARIBAS ASSET MANAGEMENT Holding S.A.	201,787	$13.05M	0.0%	+2.4%	0.154%
7/29/2024	Modera Wealth Management LLC	87,836	$5.68M	0.1%	-3.2%	0.067%
7/29/2024	Crossmark Global Holdings Inc.	8,410	$0.55M	0.0%	-2.2%	0.006%
7/29/2024	Principal Financial Group Inc.	342,180	$22.14M	0.0%	-11.0%	0.260%
7/29/2024	Panagora Asset Management Inc.	11,137	$0.72M	0.0%	-40.6%	0.008%
7/29/2024	Banco Santander S.A.	44,900	$2.91M	0.0%	-4.8%	0.034%
7/26/2024	Leith Wheeler Investment Counsel Ltd.	218,906	$14.16M	1.2%	+0.7%	0.167%
7/26/2024	Allspring Global Investments Holdings LLC	3,855	$0.25M	0.0%	-69.9%	0.003%
7/26/2024	State of Michigan Retirement System	26,224	$1.70M	0.0%	-1.5%	0.020%
7/26/2024	Bank of New York Mellon Corp	1,186,439	$76.75M	0.0%	+3.2%	0.903%
7/24/2024	Retirement Systems of Alabama	282,240	$18.26M	0.1%	-0.7%	0.215%
7/24/2024	New York State Teachers Retirement System	132,082	$8.54M	0.0%	-4.5%	0.101%
7/24/2024	Louisiana State Employees Retirement System	28,200	$1.82M	0.0%	-1.7%	0.021%
7/23/2024	Lecap Asset Management Ltd.	19,064	$1.23M	0.3%	+145.2%	0.015%
7/23/2024	Fifth Third Wealth Advisors LLC	2,991	$0.19M	0.0%	N/A	0.002%

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: $69.18

$68.19

$69.25

50 Day Range

MA: $66.67

$63.10

$69.83

52 Week Range

Now: $69.18

$52.19

$72.54

Volume

471,965 shs

Average Volume

566,634 shs

Market Capitalization

$9.09 billion

P/E Ratio

18.90

Dividend Yield

1.38%

Beta

0.99

Who are the company insiders with the largest holdings of SEI Investments?: SEI Investments' top insider shareholders include:
Alfred P West Jr (Chairman)
Sei Investments Co (Major Shareholder)
William Doran (Director)
Dennis Mcgonigle (CFO)
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:
Dimensional Fund Advisors LP — 1.05%
Boston Trust Walden Corp — 0.99%
Bank of New York Mellon Corp — 0.90%
Natixis Advisors LLC — 0.51%
Raymond James & Associates — 0.40%
ProShare Advisors LLC — 0.36%
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.
Thrivent Financial for Lutherans
APG Asset Management N.V.
Sienna Gestion
Millennium Management LLC
Acadian Asset Management LLC
Renaissance Technologies LLC
Principal Financial Group Inc.
Within the previous year, company insiders that have sold SEI Investments company stock include:
Alfred P West Jr (Chairman)
Sei Investments Co (Major Shareholder)
William Doran (Director)
Dennis Mcgonigle (CFO)
Kevin Barr (EVP)
Ryan Hicke (CEO)
Kathryn Mccarthy (Director)
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:
Dimensional Fund Advisors LP
Portman Square Capital LLP
Jupiter Asset Management Ltd.
West Coast Financial LLC
CIBC Asset Management Inc
Andra AP fonden
Sanctuary Advisors LLC
AQR Capital Management LLC

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