| |
| |
| Exchange: |
Nasdaq National Market |
| Security
Type: |
Common |
| Shares
Out: |
146,500,000 |
| Market
Cap: |
9.56(B) |
| Last
Volume: |
773,902 |
Avg
Vol: |
577,016 |
| 52
Week Range: |
$52.9 - $72.02 |
|
| Level
I Sector: |
Industrials |
| Level
II Sector: |
Diversified Services |
| Level
III Sector: |
Business Services |
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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:
|
|
| Insider 3 Months : - |
| Insider 6 Months : - |
| Insider 3/6 Months : - |
|
| Guru Rank Number : 668 |
| Guru Rank Value : 3 |
| Guru Occurances : 1 |
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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 |
357,838 |
412,838 |
1,073,394 |
1,726,082 |
| Total Sell Value |
$24,915,324 |
$28,575,661 |
$67,538,256 |
$105,898,326 |
| Total People Sold |
1 |
5 |
9 |
13 |
| Total Sell Transactions |
6 |
12 |
34 |
56 |
| End Date |
2024-03-10 |
2023-12-08 |
2023-06-09 |
2022-06-09 |
|
| 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 |
  Mcgonigle Dennis |
EXECUTIVE VICE PRESIDENT |
• – – |
2016-11-15 |
4 |
S |
$46.80 |
$187,200 |
D/D |
(4,000) |
607,034 |
|
- |
|
| Romeo Carmen |
Director |
– • – |
2016-11-15 |
4 |
S |
$47.30 |
$189,200 |
D/D |
(4,000) |
1,551,418 |
|
- |
|
| West Alfred P Jr |
10% Owner |
– – • |
2016-11-09 |
4 |
S |
$45.06 |
$1,126,500 |
D/D |
(25,000) |
11,347,282 |
|
- |
|
| West Alfred P Jr |
10% Owner |
– – • |
2016-11-08 |
4/A |
S |
$44.51 |
$211,868 |
D/D |
(4,760) |
11,372,282 |
|
- |
|
| West Alfred P Jr |
10% Owner |
– – • |
2016-11-08 |
4 |
S |
$44.51 |
$211,868 |
D/D |
(4,760) |
1,372,282 |
|
- |
|
| West Alfred P Jr |
10% Owner |
– – • |
2016-11-07 |
4 |
S |
$44.55 |
$2,227,500 |
D/D |
(50,000) |
11,377,042 |
|
- |
|
| West Alfred P Jr |
10% Owner |
– – • |
2016-11-04 |
4 |
S |
$44.23 |
$655,577 |
D/D |
(14,822) |
11,427,042 |
|
- |
|
| West Alfred P Jr |
10% Owner |
– – • |
2016-10-26 |
4 |
S |
$45.09 |
$2,254,500 |
D/D |
(50,000) |
11,441,864 |
|
- |
|
| West Alfred P Jr |
10% Owner |
– – • |
2016-10-25 |
4 |
S |
$45.12 |
$2,707,200 |
D/D |
(60,000) |
11,491,864 |
|
- |
|
| West Alfred P Jr |
10% Owner |
– – • |
2016-08-08 |
4 |
S |
$46.32 |
$2,084,400 |
D/D |
(45,000) |
11,551,864 |
|
- |
|
| West Alfred P Jr |
10% Owner |
– – • |
2016-08-05 |
4 |
S |
$43.63 |
$1,963,350 |
D/D |
(45,000) |
11,641,864 |
|
- |
|
| Blumenstein Sarah |
Director |
– • – |
2016-06-10 |
4 |
S |
$49.89 |
$823,185 |
D/D |
(16,500) |
3,744 |
|
- |
|
| Heilig Kathy |
Chief Accounting Officer |
• – – |
2016-06-03 |
4 |
S |
$50.25 |
$1,256,250 |
D/D |
(25,000) |
1,891 |
|
- |
|
| Withrow Wayne |
EXECUTIVE VICE PRESIDENT |
• – – |
2016-05-27 |
4 |
S |
$51.17 |
$897,573 |
D/D |
(17,541) |
33,579 |
|
- |
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| Withrow Wayne |
EXECUTIVE VICE PRESIDENT |
• – – |
2016-05-26 |
4 |
S |
$51.00 |
$74,409 |
D/D |
(1,459) |
33,579 |
|
- |
|
| Klauder Paul |
EXECUTIVE VICE PRESIDENT |
• – – |
2016-05-25 |
4 |
S |
$51.25 |
$512,500 |
D/D |
(10,000) |
14,129 |
|
- |
|
| Klauder N Jeffrey |
EXECUTIVE VICE PRESIDENT |
• – – |
2016-05-25 |
4 |
S |
$51.16 |
$255,800 |
D/D |
(5,000) |
52,194 |
|
- |
|
| Meyer Stephen |
EXECUTIVE OFFICER |
• – – |
2016-05-24 |
4 |
S |
$51.01 |
$255,050 |
D/D |
(5,000) |
93,224 |
|
- |
|
| Barr Kevin |
EXECUTIVE VICE PRESIDENT |
• – – |
2016-05-24 |
4 |
S |
$51.00 |
$178,500 |
D/D |
(3,500) |
44,131 |
|
- |
|
| Meyer Stephen |
EXECUTIVE VICE PRESIDENT |
• – – |
2016-05-18 |
4 |
S |
$49.34 |
$444,060 |
D/D |
(9,000) |
93,224 |
|
- |
|
| Meyer Stephen |
EXECUTIVE VICE PRESIDENT |
• – – |
2016-05-10 |
4 |
S |
$49.12 |
$491,200 |
D/D |
(10,000) |
93,224 |
|
- |
|
| West Alfred P Jr |
10% Owner |
– – • |
2016-05-05 |
4 |
S |
$47.74 |
$2,052,820 |
D/D |
(43,000) |
11,641,864 |
|
- |
|
| West Alfred P Jr |
10% Owner |
– – • |
2016-05-02 |
4 |
S |
$48.81 |
$2,928,600 |
D/D |
(60,000) |
11,684,864 |
|
- |
|
| Barr Kevin |
EXECUTIVE VICE PRESIDENT |
• – – |
2016-03-28 |
4 |
S |
$42.00 |
$7,896 |
D/D |
(188) |
44,131 |
|
- |
|
| West Alfred P Jr |
10% Owner |
– – • |
2016-03-17 |
4 |
S |
$40.47 |
$2,023,500 |
D/D |
(50,000) |
11,744,864 |
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- |
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464 Records found
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Page 14 of 19 |
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1.16 (1.75%) 
