| |
| |
| Exchange: |
Nasdaq National Market |
| Security
Type: |
Common |
| Shares
Out: |
146,500,000 |
| Market
Cap: |
12.99(B) |
| Last
Volume: |
783,787 |
Avg
Vol: |
613,804 |
| 52
Week Range: |
$66.45 - $93.8 |
|
| Level
I Sector: |
Industrials |
| Level
II Sector: |
Diversified Services |
| Level
III Sector: |
Business Services |
|
Member Indexes:
|
| |
S&P COMPOSITE 1500 |
|
NASDAQ COMPOSITE |
| |
NASDAQ FINANCIAL 100 |
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NASDAQ OTHER FINANCE |
| |
S&P 400 MIDCAP |
|
NASDAQ NNM COMPOSITE |
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Rankings:
|
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| Insider 3 Months : - |
| Insider 6 Months : - |
| Insider 3/6 Months : - |
|
| Guru Rank Number : - |
| Guru Rank Value : - |
| Guru Occurances : - |
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Company Profile SEI Investments is a holding company. Through its subsidiaries, Co. is a provider of wealth and investment management solutions. Co.'s segments include: private banks, which provides outsourced investment processing and investment management platforms to banks and trust institutions, independent wealth advisers and financial advisors worldwide; investment advisors, which provides investment management and investment processing platforms to affluent investors; and institutional investors, which provides Outsourced Chief Investment Officer solutions to retirement plan sponsors, healthcare systems, higher education and other not-for-profit organizations worldwide.
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D/I:
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|
D
is for direct shares.
I is
for indirect shares.
D/I
refers to the Direct or Indirect
shares traded vs. held. |
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Forms:
|
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|
A
Form 4 is a form filed
by an insider to indicate a change
in ownership.
A Form
3 is a form filed by
an insider to indicate an
initial ownership of a security. |
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3m +/-:
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|
This
represents the company's 3 month
price change. The initial price
is based on the closing price
of the stock on the day the transaction
took place. Purchases & sales
are viewed as long & short
positions respectively.
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Actions:
|
|
|
| B |
Buy |
| S |
Sell |
| OE |
Option
Exercised |
| A |
Acquired |
| D |
Disposed |
| AB |
Automatic
Buy |
| AS |
Automatic
Sell |
| IO |
Initial
Ownership |
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|
Download:
|
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|
Download only Transactions
Forms. (Default)
Download
only Summary Infomation.
Download
both Transactions and Summary Data
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| |
Summary (Direct Transactions Only)  |
3 Months |
6 Months |
12 Months |
24 Months |
| Total Shares Bought |
0 |
0 |
0 |
0 |
| Total Buy Value |
$0 |
$0 |
$0 |
$0 |
| Total People Bought |
0 |
0 |
0 |
0 |
| Total Buy Transactions |
0 |
0 |
0 |
0 |
| Total Shares Sold |
49,000 |
111,773 |
512,840 |
1,485,416 |
| Total Sell Value |
$4,085,570 |
$9,585,165 |
$42,496,125 |
$114,250,601 |
| Total People Sold |
4 |
7 |
10 |
12 |
| Total Sell Transactions |
4 |
9 |
20 |
51 |
| End Date |
2025-11-02 |
2025-08-01 |
2025-01-31 |
2024-02-01 |
|
| Filer's Name |
Relation Title |
Off-Dir-10% |
Tran. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
  Hicke Ryan |
CHIEF EXECUTIVE OFFICER |
• • – |
2026-01-29 |
4 |
S |
$86.75 |
$6,989,060 |
D/D |
(80,000) |
197,164 |
|
- |
|
| Hicke Ryan |
CHIEF EXECUTIVE OFFICER |
• • – |
2026-01-29 |
4 |
OE |
$48.47 |
$4,904,275 |
D/D |
80,000 |
277,164 |
|
- |
|
| West Alfred P Jr |
Chairman Emeritus |
– – – |
2026-01-01 |
4 |
D |
$82.02 |
$285,594 |
D/D |
(3,482) |
6,938,230 |
|
- |
|
| Romeo Carmen |
Director |
– • – |
2025-12-30 |
4 |
GD |
$0.00 |
$0 |
D/D |
15,500 |
1,560,293 |
|
- |
|
| Doran William |
Director |
– • – |
2025-12-22 |
4 |
S |
$83.85 |
$586,950 |
D/D |
(7,000) |
623,802 |
|
-4% |
|
| Romeo Carmen |
Director |
– • – |
2025-12-12 |
4 |
A |
$0.00 |
$0 |
D/D |
2,266 |
1,575,793 |
|
- |
|
| Peterson Michael |
EXECUTIVE VICE PRESIDENT |
• – – |
2025-12-12 |
4 |
A |
$0.00 |
$0 |
D/D |
7,711 |
21,211 |
|
- |
|
| Brassington Jonathan |
Director |
– • – |
2025-12-12 |
4 |
A |
$0.00 |
$0 |
D/D |
2,266 |
6,207 |
|
- |
|
| Risi Karin A. |
Director |
– • – |
2025-12-12 |
4 |
A |
$0.00 |
$0 |
D/D |
2,266 |
4,342 |
|
- |
|
| Lane Michael |
Executive Vice President |
• – – |
2025-12-12 |
4 |
A |
$0.00 |
$0 |
D/D |
8,916 |
41,981 |
|
- |
|
| Hicke Ryan |
CHIEF EXECUTIVE OFFICER |
• • – |
2025-12-12 |
4 |
A |
$0.00 |
$0 |
D/D |
25,904 |
197,164 |
|
- |
|
| Mccarthy Kathryn |
Director |
– • – |
2025-12-12 |
4 |
A |
$0.00 |
$0 |
D/D |
2,266 |
77,907 |
|
- |
|
| Mccabe Philip |
See Remarks |
• – – |
2025-12-12 |
4 |
A |
$0.00 |
$0 |
D/D |
8,434 |
70,978 |
|
- |
|
| Naratil Thomas C. |
Director |
– • – |
2025-12-12 |
4 |
A |
$0.00 |
$0 |
D/D |
2,266 |
4,342 |
|
- |
|
| Doran William |
Director |
– • – |
2025-12-12 |
4 |
A |
$0.00 |
$0 |
D/D |
2,266 |
630,802 |
|
- |
|
| Guarino Carl |
Director |
– • – |
2025-12-12 |
4 |
A |
$0.00 |
$0 |
D/D |
2,266 |
18,308 |
|
- |
|
| Denham Sean |
Executive Vice President, CFO |
• – – |
2025-12-12 |
4 |
A |
$0.00 |
$0 |
D/D |
13,254 |
65,431 |
|
- |
|
| Sharma Sanjay |
See Remarks* |
• – – |
2025-12-12 |
4 |
A |
$0.00 |
$0 |
D/D |
15,934 |
39,829 |
|
- |
|
| West Alfred P Jr |
Executive Chairman |
• • – |
2025-12-05 |
4 |
D |
$81.25 |
$89,375 |
D/D |
(1,100) |
6,941,712 |
|
- |
|
| Mccabe Philip |
See Remarks |
• – – |
2025-12-05 |
4 |
D |
$81.25 |
$88,888 |
D/D |
(1,094) |
69,884 |
|
- |
|
| Peterson Michael |
EXECUTIVE VICE PRESIDENT |
• – – |
2025-12-05 |
4 |
D |
$81.25 |
$86,369 |
D/D |
(1,063) |
20,148 |
|
- |
|
| Mccarthy Kathryn |
Director |
– • – |
2025-12-05 |
4 |
D |
$81.25 |
$1,950 |
D/D |
(24) |
77,883 |
|
- |
|
| Warner Mark Andrew |
See Remarks |
– – – |
2025-12-05 |
4 |
D |
$81.25 |
$30,794 |
D/D |
(379) |
921 |
|
- |
|
| Mccabe Philip |
See Remarks |
• • – |
2025-12-04 |
4 |
S |
$81.11 |
$973,320 |
D/D |
(12,000) |
62,544 |
|
-8% |
|
| Mccabe Philip |
See Remarks |
• • – |
2025-12-04 |
4 |
OE |
$53.34 |
$640,080 |
D/D |
12,000 |
74,544 |
|
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456 Records found
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Page 1 of 19 |
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0.84 (0.96%) 
