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| Exchange: |
Nasdaq National Market |
| Security
Type: |
Common |
| Shares
Out: |
146,500,000 |
| Market
Cap: |
12.01(B) |
| Last
Volume: |
678,446 |
Avg
Vol: |
613,574 |
| 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 |
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NASDAQ NNM COMPOSITE |
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Rankings:
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| Insider 3 Months : - |
| Insider 6 Months : - |
| Insider 3/6 Months : - |
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| 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:
|
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|
| 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 |
62,000 |
114,500 |
652,040 |
1,478,416 |
| Total Sell Value |
$5,219,320 |
$9,860,352 |
$54,416,655 |
$113,663,651 |
| Total People Sold |
5 |
7 |
9 |
12 |
| Total Sell Transactions |
5 |
10 |
21 |
50 |
| End Date |
2025-09-14 |
2025-06-13 |
2024-12-13 |
2023-12-14 |
|
| Filer's Name |
Relation Title |
Off-Dir-10% |
Tran. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
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|
| 3m +/- |
|
|
Form |
Mccabe Philip |
See Remarks |
|
2025-12-04 |
4 |
S |
$81.11 |
$973,320 |
D/D |
(12,000) |
62,544 |
|
-2% |
|
Mccabe Philip |
See Remarks |
|
2025-12-04 |
4 |
OE |
$53.34 |
$640,080 |
D/D |
12,000 |
74,544 |
|
- |
|
Doran William |
Director |
|
2025-11-17 |
4 |
OE |
$53.34 |
$533,400 |
D/D |
10,000 |
628,536 |
|
- |
|
Peterson Michael |
EXECUTIVE VICE PRESIDENT |
|
2025-11-12 |
4 |
S |
$84.21 |
$2,105,250 |
D/D |
(25,000) |
13,500 |
|
1% |
|
Peterson Michael |
EXECUTIVE VICE PRESIDENT |
|
2025-11-12 |
4 |
OE |
$54.34 |
$1,358,500 |
D/D |
25,000 |
38,500 |
|
- |
|
Romeo Carmen |
Director |
|
2025-11-11 |
4 |
S |
$84.01 |
$420,050 |
D/D |
(5,000) |
1,573,527 |
|
1% |
|
Romeo Carmen |
Director |
|
2025-11-11 |
4 |
OE |
$53.34 |
$266,700 |
D/D |
5,000 |
1,578,527 |
|
- |
|
Mccabe Philip |
See Remarks |
|
2025-10-24 |
4 |
OE |
$53.34 |
$640,080 |
D/D |
12,000 |
62,544 |
|
- |
|
Mccarthy Kathryn |
Director |
|
2025-09-29 |
4 |
S |
$85.66 |
$856,600 |
D/D |
(10,000) |
75,641 |
|
3% |
|
Mccarthy Kathryn |
Director |
|
2025-09-29 |
4 |
OE |
$53.34 |
$533,400 |
D/D |
10,000 |
85,641 |
|
- |
|
Guarino Carl |
Director |
|
2025-09-23 |
4 |
S |
$86.41 |
$864,100 |
D/D |
(10,000) |
16,042 |
|
4% |
|
Guarino Carl |
Director |
|
2025-09-23 |
4 |
OE |
$53.34 |
$533,400 |
D/D |
10,000 |
26,042 |
|
- |
|
Lane Michael |
Executive Vice President |
|
2025-09-16 |
4 |
D |
$86.60 |
$340,771 |
D/D |
(3,935) |
33,065 |
|
- |
|
Hicke Ryan |
CHIEF EXECUTIVE OFFICER |
|
2025-08-19 |
4 |
S |
$88.30 |
$3,090,500 |
D/D |
(35,000) |
171,260 |
|
6% |
|
Hicke Ryan |
CHIEF EXECUTIVE OFFICER |
|
2025-08-19 |
4 |
OE |
$49.63 |
$1,737,050 |
D/D |
35,000 |
206,260 |
|
- |
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Peterson Michael |
EXECUTIVE VICE PRESIDENT |
|
2025-08-07 |
4 |
S |
$88.55 |
$627,731 |
D/D |
(7,089) |
13,500 |
|
4% |
|
Peterson Michael |
EXECUTIVE VICE PRESIDENT |
|
2025-08-07 |
4 |
OE |
$61.81 |
$438,171 |
D/D |
7,089 |
20,589 |
|
- |
|
Peterson Michael |
EXECUTIVE VICE PRESIDENT |
|
2025-08-05 |
4 |
S |
$88.69 |
$60,664 |
D/D |
(684) |
13,500 |
|
5% |
|
Peterson Michael |
EXECUTIVE VICE PRESIDENT |
|
2025-08-05 |
4 |
OE |
$61.81 |
$42,278 |
D/D |
684 |
14,184 |
|
- |
|
Peterson Michael |
EXECUTIVE VICE PRESIDENT |
|
2025-07-31 |
4 |
S |
$88.51 |
$418,387 |
D/D |
(4,727) |
13,500 |
|
8% |
|
Peterson Michael |
EXECUTIVE VICE PRESIDENT |
|
2025-07-31 |
4 |
OE |
$61.81 |
$292,176 |
D/D |
4,727 |
18,227 |
|
- |
|
Warner Mark Andrew |
See Remarks |
|
2025-07-29 |
4 |
S |
$88.75 |
$443,750 |
D/D |
(5,000) |
1,300 |
|
8% |
|
Warner Mark Andrew |
See Remarks |
|
2025-07-29 |
4 |
OE |
$49.63 |
$248,150 |
D/D |
5,000 |
6,300 |
|
- |
|
Naratil Thomas C. |
Director |
|
2025-07-22 |
4 |
A |
$0.00 |
$0 |
D/D |
2,076 |
2,076 |
|
- |
|
Risi Karin A. |
Director |
|
2025-07-22 |
4 |
A |
$0.00 |
$0 |
D/D |
2,076 |
2,076 |
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- |
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437 Records found
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Page 1 of 18 |
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