| |
| |
| Exchange: |
Nasdaq National Market |
| Security
Type: |
Common |
| Shares
Out: |
146,500,000 |
| Market
Cap: |
9.70(B) |
| Last
Volume: |
604,956 |
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 |
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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:
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| 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:
|
|
|
| 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 |
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 |
  Romeo Carmen |
|
• • – |
2023-12-15 |
4 |
A |
$0.00 |
$0 |
D/D |
1,000 |
1,590,352 |
|
- |
|
| Doran William |
|
• • – |
2023-12-15 |
4 |
A |
$0.00 |
$0 |
D/D |
1,000 |
673,611 |
|
- |
|
| Brassington Jonathan |
|
• • – |
2023-12-15 |
4 |
A |
$0.00 |
$0 |
D/D |
1,000 |
1,766 |
|
- |
|
| Hicke Ryan |
Chief Executive Officer |
• • – |
2023-12-15 |
4 |
A |
$0.00 |
$0 |
D/D |
30,000 |
137,609 |
|
- |
|
| Sharma Sanjay |
EVP (*Remarks) |
• • – |
2023-12-15 |
4 |
A |
$0.00 |
$0 |
D/D |
4,000 |
16,895 |
|
- |
|
| Mccarthy Kathryn |
|
• • – |
2023-12-15 |
4 |
A |
$0.00 |
$0 |
D/D |
1,000 |
73,466 |
|
- |
|
| Miller Stephanie D. |
|
• • – |
2023-12-15 |
4 |
A |
$0.00 |
$0 |
D/D |
1,000 |
1,766 |
|
- |
|
| West Alfred P Jr |
Executive Chairman |
• • • |
2023-12-15 |
4 |
A |
$0.00 |
$0 |
D/D |
4,000 |
8,034,834 |
|
- |
|
| Doran William |
Director |
– • – |
2023-12-05 |
4 |
OE |
$33.76 |
$337,600 |
D/D |
10,000 |
672,611 |
|
- |
|
| West Alfred P Jr |
Executive Chairman |
• • • |
2023-12-04 |
4 |
S |
$59.96 |
$281,854 |
D/D |
(4,700) |
8,030,834 |
|
-11% |
|
| West Alfred P Jr |
Executive Chairman |
• • • |
2023-12-04 |
4 |
OE |
$33.76 |
$209,953 |
D/D |
6,219 |
8,035,534 |
|
- |
|
| Romeo Carmen |
Director |
– • – |
2023-12-01 |
4 |
S |
$59.00 |
$295,000 |
D/D |
(5,000) |
1,589,352 |
|
-13% |
|
| Romeo Carmen |
Director |
– • – |
2023-12-01 |
4 |
OE |
$33.76 |
$168,800 |
D/D |
5,000 |
1,594,352 |
|
- |
|
| West Alfred P Jr |
Executive Chairman |
• • • |
2023-12-01 |
4 |
S |
$59.78 |
$1,754,125 |
D/D |
(29,343) |
8,029,315 |
|
-13% |
|
| West Alfred P Jr |
Executive Chairman |
• • • |
2023-12-01 |
4 |
OE |
$33.76 |
$1,309,247 |
D/D |
38,781 |
8,058,658 |
|
- |
|
| West Alfred P Jr |
Executive Chairman |
• • • |
2023-11-22 |
4 |
S |
$57.91 |
$1,074,752 |
D/D |
(18,559) |
8,019,877 |
|
-21% |
|
| Withrow Wayne |
EXECUTIVE VICE PRESIDENT |
• – – |
2023-11-21 |
4 |
S |
$58.00 |
$517,592 |
D/D |
(8,924) |
55,399 |
|
-23% |
|
| Withrow Wayne |
EXECUTIVE VICE PRESIDENT |
• – – |
2023-11-21 |
4 |
OE |
$33.76 |
$301,274 |
D/D |
8,924 |
64,323 |
|
- |
|
| West Alfred P Jr |
Executive Chairman |
• • • |
2023-11-21 |
4 |
S |
$57.85 |
$5,234,152 |
D/D |
(90,478) |
8,038,436 |
|
-23% |
|
| West Alfred P Jr |
Executive Chairman |
• • • |
2023-11-20 |
4 |
S |
$58.24 |
$2,908,855 |
D/D |
(49,946) |
8,128,914 |
|
-21% |
|
| West Alfred P Jr |
Executive Chairman |
• • • |
2023-11-17 |
4 |
S |
$58.00 |
$2,793,222 |
D/D |
(48,159) |
8,178,860 |
|
-22% |
|
| Mccabe Philip |
EVP - Head of Investment Mgr |
• – – |
2023-10-27 |
4 |
OE |
$33.76 |
$422,000 |
D/D |
12,500 |
29,044 |
|
- |
|
| Miller Stephanie D. |
|
• • – |
2023-10-24 |
4 |
A |
$0.00 |
$0 |
D/D |
766 |
766 |
|
- |
|
| Withrow Wayne |
Executive Vice President |
• • – |
2023-09-20 |
4 |
S |
$62.03 |
$620,300 |
D/D |
(10,000) |
55,399 |
|
-5% |
|
| Withrow Wayne |
Executive Vice President |
• • – |
2023-09-20 |
4 |
OE |
$33.76 |
$337,600 |
D/D |
10,000 |
65,399 |
|
- |
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464 Records found
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Page 2 of 19 |
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