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): $38,368,441.61

SEI Investments Insider Trading History Chart

SEI Investments Share Price & Price History

^$76.27

▲ +0.07 (0.09%)

As of 10/30/2024 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
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
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
10/30/2024	Amalgamated Bank	48,480	$3.35M	0.0%	-4.2%	0.037%
10/30/2024	Gulf International Bank UK Ltd	9,075	$0.63M	0.0%	-2.5%	0.007%
10/30/2024	Asset Management One Co. Ltd.	71,842	$4.97M	0.0%	+25.9%	0.055%
10/29/2024	Robeco Institutional Asset Management B.V.	64,879	$4.49M	0.0%	-54.6%	0.050%
10/29/2024	Lansing Street Advisors	6,416	$0.44M	0.2%	N/A	0.005%
10/29/2024	Van ECK Associates Corp	94,605	$6.69M	0.0%	+72.3%	0.073%
10/28/2024	New York State Common Retirement Fund	234,754	$16.24M	0.0%	-4.1%	0.181%
10/28/2024	US Bancorp DE	36,274	$2.51M	0.0%	-0.4%	0.028%
10/25/2024	First Trust Direct Indexing L.P.	6,639	$0.46M	0.0%	+21.3%	0.005%
10/25/2024	New York State Teachers Retirement System	125,908	$8.71M	0.0%	-4.7%	0.097%
10/25/2024	abrdn plc	3,023	$0.21M	0.0%	-87.7%	0.002%
10/24/2024	Baker Tilly Wealth Management LLC	5,537	$0.38M	0.2%	+22.5%	0.004%
10/24/2024	State of Alaska Department of Revenue	199,610	$13.81M	0.1%	+0.4%	0.154%
10/24/2024	Valley National Advisers Inc.	8,458	$0.59M	0.1%	-34.5%	0.007%
10/24/2024	DekaBank Deutsche Girozentrale	6,423	$0.44M	0.0%	-6.9%	0.005%
10/24/2024	Modera Wealth Management LLC	85,750	$5.93M	0.1%	-2.4%	0.066%
10/24/2024	Boston Trust Walden Corp	1,286,309	$89M	0.6%	-0.8%	0.990%
10/24/2024	Wealth Enhancement Advisory Services LLC	14,730	$1.02M	0.0%	-2.4%	0.011%
10/23/2024	Mirae Asset Global Investments Co. Ltd.	84,196	$5.83M	0.0%	-2.4%	0.065%
10/23/2024	Louisiana State Employees Retirement System	27,400	$1.90M	0.0%	-2.8%	0.021%
10/23/2024	Mediolanum International Funds Ltd	20,659	$1.43M	0.0%	+3.1%	0.016%
10/23/2024	Hahn Capital Management LLC	86,919	$6.01M	3.9%	-1.5%	0.067%
10/23/2024	IFM Investors Pty Ltd	17,512	$1.21M	0.0%	-5.3%	0.013%
10/23/2024	Hennion & Walsh Asset Management Inc.	9,761	$0.68M	0.0%	-25.7%	0.008%
10/22/2024	International Assets Investment Management LLC	2,560	$0.18M	0.0%	+6,818.9%	0.002%
10/22/2024	Private Advisor Group LLC	3,550	$0.25M	0.0%	+9.4%	0.003%
10/21/2024	Northwest Investment Counselors LLC	6,841	$0.47M	0.1%	-9.0%	0.005%
10/19/2024	Allspring Global Investments Holdings LLC	4,368	$0.30M	0.0%	+13.3%	0.003%
10/18/2024	Cadent Capital Advisors LLC	4,157	$0.29M	0.1%	-7.4%	0.003%
10/18/2024	Raymond James & Associates	544,477	$37.67M	0.0%	+3.8%	0.419%
10/18/2024	Blue Trust Inc.	3,177	$0.21M	0.0%	-24.4%	0.002%
10/15/2024	NBC Securities Inc.	8,919	$0.62M	0.1%	-2.1%	0.007%
10/11/2024	Creative Planning	8,086	$0.56M	0.0%	+2.3%	0.006%
10/11/2024	Procyon Advisors LLC	35,415	$2.45M	0.2%	+4.0%	0.027%
10/10/2024	Inspire Investing LLC	31,668	$2.19M	0.2%	+2.1%	0.024%
10/10/2024	Livforsakringsbolaget Skandia Omsesidigt	554	$38K	0.0%	+925.9%	0.000%
10/9/2024	West Coast Financial LLC	117,382	$8.12M	0.9%	+1.1%	0.090%
10/9/2024	Pensionfund Sabic	16,000	$1.11M	0.3%	-13.5%	0.012%
10/8/2024	CWM LLC	57,226	$3.96M	0.0%	-7.2%	0.044%
10/8/2024	FCF Advisors LLC	20,827	$1.44M	0.3%	-22.3%	0.016%
10/7/2024	RK Asset Management LLC	73,165	$5.06M	3.9%	+8.1%	0.056%
10/7/2024	Diversified Trust Co	54,020	$3.74M	0.1%	-0.4%	0.042%
10/7/2024	GAMMA Investing LLC	3,360	$0.23M	0.0%	+58.5%	0.003%
10/5/2024	Handelsbanken Fonder AB	26,900	$1.86M	0.0%	+8.5%	0.021%
10/3/2024	SG Americas Securities LLC	13,060	$0.90M	0.0%	-41.1%	0.010%
10/2/2024	JLB & Associates Inc.	288,524	$19.96M	2.6%	+1.0%	0.222%
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%

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: $76.27

$76.11

$76.95

50 Day Range

MA: $69.31

$65.40

$76.20

52 Week Range

Now: $76.27

$53.37

$76.95

Volume

670,130 shs

Average Volume

588,204 shs

Market Capitalization

$9.91 billion

P/E Ratio

18.42

Dividend Yield

1.23%

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)
Philip Mccabe (EVP)
Paul Klauder (EVP)
Sanjay Sharma (Insider)
Carl Guarino (Director)
Michael Peterson (EVP)
Sarah Blumenstein (Director)
Sanjay Sharma (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:
Boston Trust Walden Corp — 0.99%
Raymond James & Associates — 0.42%
JLB & Associates Inc. — 0.22%
New York State Common Retirement Fund — 0.18%
Portman Square Capital LLP — 0.00%
State of Alaska Department of Revenue — 0.15%
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:
Robeco Institutional Asset Management B.V.
abrdn plc
New York State Common Retirement Fund
Boston Trust Walden Corp
SG Americas Securities LLC
New York State Teachers Retirement System
FCF Advisors LLC
Valley National Advisers 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)
Wayne Withrow (EVP)
Philip Mccabe (EVP)
Paul Klauder (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:
Van ECK Associates Corp
Raymond James & Associates
Asset Management One Co. Ltd.
Lansing Street Advisors
RK Asset Management LLC
JLB & Associates Inc.
International Assets Investment Management LLC
Handelsbanken Fonder AB