| |
| |
| Exchange: |
Nasdaq National Market |
| Security
Type: |
Common |
| Shares
Out: |
146,500,000 |
| Market
Cap: |
10.01(B) |
| Last
Volume: |
415,253 |
Avg
Vol: |
577,899 |
| 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 |
362,838 |
667,947 |
1,073,394 |
1,726,082 |
| Total Sell Value |
$25,256,854 |
$43,435,213 |
$67,538,256 |
$105,898,326 |
| Total People Sold |
3 |
6 |
9 |
13 |
| Total Sell Transactions |
8 |
20 |
34 |
56 |
| End Date |
2024-02-16 |
2023-11-15 |
2023-05-17 |
2022-05-17 |
|
| Filer's Name |
Relation Title |
Off-Dir-10% |
Tran. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
  Mcgonigle Dennis |
EXECUTIVE VICE PRESIDENT |
• – – |
2014-07-30 |
4 |
S |
$35.78 |
$331,108 |
D/D |
(9,254) |
652,034 |
|
- |
|
| Mccarthy Kathryn |
Director |
– • – |
2014-07-29 |
4 |
S |
$35.91 |
$287,280 |
D/D |
(8,000) |
64,440 |
|
- |
|
| Mcgonigle Dennis |
EXECUTIVE VICE PRESIDENT |
• – – |
2014-07-29 |
4 |
S |
$35.89 |
$565,124 |
D/D |
(15,746) |
652,034 |
|
- |
|
| Klauder N Jeffrey |
EXECUTIVE VICE PRESIDENT |
• – – |
2014-07-29 |
4 |
S |
$35.98 |
$179,900 |
D/D |
(5,000) |
77,464 |
|
- |
|
| Withrow Wayne |
EXECUTIVE VICE PRESIDENT |
• – – |
2014-07-28 |
4 |
S |
$35.75 |
$1,573,000 |
D/D |
(44,000) |
34,104 |
|
- |
|
| Mcgonigle Dennis |
EXECUTIVE VICE PRESIDENT |
• – – |
2014-07-28 |
4 |
S |
$35.80 |
$431,855 |
D/D |
(12,063) |
652,304 |
|
- |
|
| Mcgonigle Dennis |
EXECUTIVE VICE PRESIDENT |
• – – |
2014-07-25 |
4 |
S |
$36.00 |
$465,732 |
D/D |
(12,937) |
664,367 |
|
- |
|
| Klauder N Jeffrey |
EXECUTIVE VICE PRESIDENT |
• – – |
2014-07-25 |
4 |
S |
$35.85 |
$394,350 |
D/D |
(11,000) |
82,464 |
|
- |
|
| Ujobai Joe |
EXECUTIVE VICE PRESIDENT |
• – – |
2014-05-13 |
4 |
S |
$32.36 |
$1,941,600 |
D/D |
(60,000) |
12,540 |
|
- |
|
| Klauder N Jeffrey |
EXECUTIVE VICE PRESIDENT |
• – – |
2014-05-12 |
4 |
S |
$32.49 |
$324,900 |
D/D |
(10,000) |
61,489 |
|
- |
|
| Klauder N Jeffrey |
Executive Vice President |
• – – |
2014-05-09 |
4 |
S |
$32.17 |
$450,380 |
D/D |
(14,000) |
57,489 |
|
- |
|
| West Alfred P Jr |
10% Owner |
– – • |
2014-05-01 |
4 |
S |
$32.37 |
$1,521,390 |
D/D |
(47,000) |
12,598,370 |
|
- |
|
| West Alfred P Jr |
10% Owner |
– – • |
2014-04-30 |
4 |
GD |
$0.00 |
$0 |
D/D |
23,504 |
12,645,370 |
|
- |
|
| West Alfred P Jr |
Director |
– • – |
2014-04-30 |
4 |
S |
$32.23 |
$2,094,950 |
D/D |
(65,000) |
12,668,874 |
|
- |
|
464 Records found
|
|
Page 19 of 19 |
|
|
0.11 (0.16%) 
