|
|
Exchange: |
Nasdaq National Market |
Security
Type: |
Common |
Shares
Out: |
146,500,000 |
Market
Cap: |
9.75(B) |
Last
Volume: |
499,268 |
Avg
Vol: |
578,753 |
52
Week Range: |
$52.9 - $72.02 |
|
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 |
|
NASDAQ OTHER FINANCE |
|
S&P 400 MIDCAP |
|
NASDAQ NNM COMPOSITE |
|
Rankings:
|
Insider 3 Months : - |
Insider 6 Months : - |
Insider 3/6 Months : - |
|
Guru Rank Number : 668 |
Guru Rank Value : 3 |
Guru Occurances : 1 |
|
|
|
|
|
|
|
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.
|
|
D/I:
|
|
|
D
is for direct shares.
I is
for indirect shares.
D/I
refers to the Direct or Indirect
shares traded vs. held. |
|
|
Forms:
|
|
|
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. |
|
|
3m +/-:
|
|
|
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.
|
|
|
Actions:
|
|
|
B |
Buy |
S |
Sell |
OE |
Option
Exercised |
A |
Acquired |
D |
Disposed |
AB |
Automatic
Buy |
AS |
Automatic
Sell |
IO |
Initial
Ownership |
|
|
|
Download:
|
|
|
Download only Transactions
Forms. (Default)
Download
only Summary Infomation.
Download
both Transactions and Summary Data
|
|
|
|
|
|
|
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 |
224,363 |
479,472 |
884,919 |
1,537,607 |
Total Sell Value |
$15,669,684 |
$30,529,236 |
$54,632,279 |
$92,992,349 |
Total People Sold |
5 |
6 |
9 |
13 |
Total Sell Transactions |
8 |
16 |
30 |
52 |
End Date |
2024-02-01 |
2023-10-31 |
2023-05-02 |
2022-05-02 |
|
Filer's Name |
Relation Title |
Off-Dir-10% |
Tran. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
3m +/- |
|
|
Form |
West Alfred P Jr |
10% Owner |
|
2018-11-26 |
4 |
S |
$53.47 |
$3,237,127 |
D/D |
(60,541) |
10,244,708 |
|
- |
|
West Alfred P Jr |
10% Owner |
|
2018-11-23 |
4 |
S |
$52.96 |
$1,918,529 |
D/D |
(36,226) |
10,305,249 |
|
- |
|
West Alfred P Jr |
10% Owner |
|
2018-11-21 |
4 |
S |
$53.37 |
$2,414,352 |
D/D |
(45,238) |
10,341,475 |
|
- |
|
West Alfred P Jr |
10% Owner |
|
2018-11-20 |
4 |
S |
$52.48 |
$5,248,000 |
D/D |
(100,000) |
10,386,713 |
|
- |
|
Mcgonigle Dennis |
EXECUTIVE VICE PRESIDENT |
|
2018-09-12 |
4 |
S |
$62.83 |
$942,450 |
D/D |
(15,000) |
577,034 |
|
- |
|
Ujobai Joe |
EXECUTIVE VICE PRESIDENT |
|
2018-09-12 |
4 |
S |
$62.72 |
$940,800 |
D/D |
(15,000) |
12,540 |
|
- |
|
Withrow Wayne |
EXECUTIVE VICE PRESIDENT |
|
2018-09-04 |
4 |
GD |
$0.00 |
$0 |
D/D |
585 |
31,129 |
|
- |
|
Ujobai Joe |
EXECUTIVE VICE PRESIDENT |
|
2018-08-13 |
4 |
S |
$59.84 |
$88,144 |
D/D |
(1,473) |
12,540 |
|
- |
|
Ujobai Joe |
EXECUTIVE VICE PRESIDENT |
|
2018-08-10 |
4 |
S |
$59.80 |
$89,700 |
D/D |
(1,500) |
12,540 |
|
- |
|
Ujobai Joe |
EXECUTIVE VICE PRESIDENT |
|
2018-08-09 |
4 |
S |
$59.83 |
$1,018,725 |
D/D |
(17,027) |
12,540 |
|
- |
|
Barr Kevin |
EXECUTIVE VICE PRESIDENT |
|
2018-08-01 |
4 |
S |
$59.14 |
$1,478,500 |
D/D |
(25,000) |
44,134 |
|
- |
|
Ujobai Joe |
EXECUTIVE OFFICER |
|
2018-06-12 |
4 |
S |
$66.52 |
$1,330,400 |
D/D |
(20,000) |
12,540 |
|
- |
|
Meyer Stephen |
EXECUTIVE VICE PRESIDENT |
|
2018-03-21 |
4 |
S |
$77.59 |
$351,017 |
D/D |
(4,524) |
93,224 |
|
- |
|
Klauder N Jeffrey |
EXECUTIVE VICE PRESIDENT |
|
2018-03-13 |
4 |
S |
$77.05 |
$280,231 |
D/D |
(3,637) |
42,194 |
|
- |
|
Meyer Stephen |
EXECUTIVE VICE PRESIDENT |
|
2018-03-13 |
4 |
S |
$77.52 |
$391,631 |
D/D |
(5,052) |
93,224 |
|
- |
|
Meyer Stephen |
EXECUTIVE VICE PRESIDENT |
|
2018-03-12 |
4 |
S |
$77.44 |
$1,581,635 |
D/D |
(20,424) |
93,224 |
|
- |
|
Mcgonigle Dennis |
EXECUTIVE VICE PRESIDENT |
|
2018-03-09 |
4 |
S |
$76.70 |
$2,301,000 |
D/D |
(30,000) |
577,034 |
|
- |
|
Romeo Carmen |
Director |
|
2018-03-09 |
4 |
S |
$76.45 |
$382,250 |
D/D |
(5,000) |
1,595,952 |
|
- |
|
Heilig Kathy |
VICE PRESIDENT & CONTROLLER |
|
2018-03-08 |
4 |
S |
$74.80 |
$1,234,200 |
D/D |
(16,500) |
1,891 |
|
- |
|
Romeo Carmen |
Director |
|
2018-03-07 |
4 |
S |
$75.21 |
$30,084 |
D/D |
(400) |
1,595,952 |
|
- |
|
Romeo Carmen |
Director |
|
2018-03-06 |
4 |
S |
$74.61 |
$373,050 |
D/D |
(5,000) |
1,595,952 |
|
- |
|
Crudup Robert |
EXECUTIVE VICE PRESIDENT |
|
2018-03-05 |
4 |
S |
$73.70 |
$921,250 |
D/D |
(12,500) |
177,500 |
|
- |
|
Crudup Robert |
EXECUTIVE VICE PRESIDENT |
|
2018-03-05 |
4 |
S |
$73.70 |
$1,898,015 |
D/D |
(25,750) |
177,500 |
|
- |
|
Crudup Robert |
EXECUTIVE VICE PRESIDENT |
|
2018-03-05 |
4 |
S |
$73.44 |
$2,020,350 |
D/D |
(27,500) |
177,500 |
|
- |
|
Crudup Robert |
EXECUTIVE VICE PRESIDENT |
|
2018-03-05 |
4 |
S |
$73.63 |
$1,104,450 |
D/D |
(15,000) |
177,500 |
|
- |
|
464 Records found
|
|
Page 10 of 19 |
|
|