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Exchange: |
Nasdaq National Market |
Security
Type: |
Common |
Shares
Out: |
146,500,000 |
Market
Cap: |
9.73(B) |
Last
Volume: |
420,217 |
Avg
Vol: |
577,016 |
52
Week Range: |
$52.9 - $72.02 |
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Level
I Sector: |
Industrials |
Level
II Sector: |
Diversified Services |
Level
III Sector: |
Business Services |
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Member Indexes:
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S&P COMPOSITE 1500 |
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NASDAQ COMPOSITE |
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NASDAQ FINANCIAL 100 |
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NASDAQ OTHER FINANCE |
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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 : 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 |
359,838 |
412,838 |
1,073,394 |
1,726,082 |
Total Sell Value |
$25,054,924 |
$28,575,661 |
$67,538,256 |
$105,898,326 |
Total People Sold |
2 |
5 |
9 |
13 |
Total Sell Transactions |
7 |
12 |
34 |
56 |
End Date |
2024-03-07 |
2023-12-05 |
2023-06-06 |
2022-06-06 |
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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 +/- |
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Form |
Blumenstein Sarah |
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2023-02-21 |
4 |
OE |
$40.64 |
$547,239 |
D/D |
10,546 |
16,993 |
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- |
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Blumenstein Sarah |
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2023-02-17 |
4 |
S |
$61.25 |
$1,497,808 |
D/D |
(24,454) |
6,447 |
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3% |
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Blumenstein Sarah |
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2023-02-17 |
4 |
OE |
$40.64 |
$1,210,711 |
D/D |
24,454 |
5,000 |
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- |
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West Alfred P Jr |
Executive Chairman |
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2023-02-09 |
4 |
S |
$62.99 |
$1,862,499 |
D/D |
(29,568) |
8,783,649 |
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7% |
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West Alfred P Jr |
Executive Chairman |
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2023-02-08 |
4 |
S |
$63.42 |
$2,388,802 |
D/D |
(37,566) |
8,813,217 |
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7% |
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West Alfred P Jr |
Executive Chairman |
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2023-02-07 |
4 |
S |
$63.25 |
$3,479,025 |
D/D |
(54,830) |
8,850,783 |
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7% |
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Doran William |
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2023-02-06 |
4 |
GD |
$0.00 |
$0 |
D/D |
320 |
662,611 |
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- |
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West Alfred P Jr |
Executive Chairman |
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2023-02-06 |
4 |
S |
$63.39 |
$2,277,983 |
D/D |
(35,936) |
8,905,613 |
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6% |
|
Sharma Sanjay |
See Remarks* |
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2023-02-02 |
4/A |
S |
$64.14 |
$577,260 |
D/D |
(9,000) |
12,895 |
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- |
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Sharma Sanjay |
See Remarks* |
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2023-02-02 |
4/A |
OE |
$33.76 |
$303,840 |
D/D |
9,000 |
21,895 |
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- |
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Sharma Sanjay |
EVP (*Remarks) |
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2023-02-02 |
4 |
S |
$64.14 |
$577,260 |
D/D |
(9,000) |
5,165 |
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9% |
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Sharma Sanjay |
EVP (*Remarks) |
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2023-02-02 |
4 |
OE |
$33.76 |
$303,840 |
D/D |
9,000 |
14,165 |
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- |
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Sharma Sanjay |
See Remarks* |
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2023-01-24 |
3/A |
IO |
$0.00 |
$0 |
D/D |
0 |
12,894 |
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- |
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Mccabe Philip |
EVP - Head of Investment Mgr |
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2023-01-24 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
3,849 |
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-6% |
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Sharma Sanjay |
EVP (*Remarks) |
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2023-01-24 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
5,165 |
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-6% |
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Doran William |
Director |
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2022-12-28 |
4 |
GD |
$0.00 |
$0 |
D/D |
7,750 |
662,165 |
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- |
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Withrow Wayne |
Executive Vice President |
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2022-12-28 |
4 |
GD |
$0.00 |
$0 |
D/D |
900 |
35,399 |
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- |
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Mcgonigle Dennis |
Exec. VP and CFO |
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2022-12-28 |
4 |
GD |
$0.00 |
$0 |
D/D |
2,500 |
574,163 |
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- |
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Romeo Carmen |
Director |
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2022-12-23 |
4 |
GD |
$0.00 |
$0 |
D/D |
6,600 |
1,589,352 |
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- |
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Mccarthy Kathryn |
Director |
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2022-12-21 |
4 |
S |
$59.25 |
$592,500 |
D/D |
(10,000) |
71,700 |
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1% |
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Mccarthy Kathryn |
Director |
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2022-12-21 |
4 |
OE |
$33.76 |
$337,600 |
D/D |
10,000 |
81,700 |
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- |
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West Alfred P Jr |
Executive Chairman |
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2022-12-19 |
4 |
S |
$56.72 |
$400,029 |
D/D |
(6,875) |
8,941,549 |
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-2% |
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Withrow Wayne |
Executive Vice President |
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2022-12-16 |
4 |
GD |
$0.00 |
$0 |
D/D |
2,500 |
36,299 |
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- |
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West Alfred P Jr |
Executive Chairman |
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2022-12-16 |
4 |
S |
$58.03 |
$5,803,000 |
D/D |
(100,000) |
8,948,424 |
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-1% |
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West Alfred P Jr |
Executive Chairman |
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2022-12-15 |
4 |
S |
$59.27 |
$1,659,718 |
D/D |
(28,000) |
9,048,424 |
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1% |
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464 Records found
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Page 4 of 19 |
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