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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 |
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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 |
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 |
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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 |
Withrow Wayne |
Executive Vice President |
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2023-09-19 |
4 |
S |
$61.79 |
$66,486 |
D/D |
(1,076) |
55,399 |
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-5% |
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Withrow Wayne |
Executive Vice President |
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2023-09-19 |
4 |
OE |
$33.76 |
$36,326 |
D/D |
1,076 |
56,475 |
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- |
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Peterson Michael |
EVP and General Counsel |
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2023-09-19 |
4 |
S |
$61.29 |
$1,532,250 |
D/D |
(25,000) |
2,500 |
|
-5% |
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Peterson Michael |
EVP and General Counsel |
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2023-09-19 |
4 |
OE |
$54.34 |
$1,358,500 |
D/D |
25,000 |
27,500 |
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- |
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West Alfred P Jr |
Executive Chairman |
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2023-09-13 |
4 |
S |
$60.14 |
$2,597,567 |
D/D |
(43,192) |
8,227,019 |
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-5% |
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West Alfred P Jr |
Executive Chairman |
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2023-09-12 |
4 |
S |
$60.49 |
$4,261,393 |
D/D |
(70,440) |
8,270,211 |
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-7% |
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West Alfred P Jr |
Executive Chairman |
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2023-09-11 |
4 |
S |
$61.02 |
$1,147,664 |
D/D |
(18,808) |
8,340,651 |
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-4% |
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Mccarthy Kathryn |
Director |
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2023-09-08 |
4 |
S |
$60.58 |
$605,766 |
D/D |
(10,000) |
72,466 |
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-3% |
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Mccarthy Kathryn |
Director |
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2023-09-08 |
4 |
OE |
$40.64 |
$406,400 |
D/D |
10,000 |
82,466 |
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- |
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Peterson Michael |
EVP and General Counsel |
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2023-07-28 |
4 |
S |
$63.20 |
$632,000 |
D/D |
(10,000) |
2,500 |
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5% |
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Peterson Michael |
EVP and General Counsel |
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2023-07-28 |
4 |
OE |
$48.47 |
$484,700 |
D/D |
10,000 |
12,500 |
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- |
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Withrow Wayne |
Executive Vice President |
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2023-07-27 |
4 |
S |
$62.74 |
$627,400 |
D/D |
(10,000) |
55,399 |
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4% |
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Withrow Wayne |
Executive Vice President |
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2023-07-27 |
4 |
OE |
$33.76 |
$337,600 |
D/D |
10,000 |
65,399 |
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- |
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Hicke Ryan |
Chief Executive Officer |
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2023-06-28 |
4 |
OE |
$33.76 |
$675,200 |
D/D |
20,000 |
102,609 |
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- |
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Hicke Ryan |
Chief Executive Officer |
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2023-06-28 |
4 |
S |
$58.68 |
$1,363 |
D/D |
(23) |
82,609 |
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5% |
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West Alfred P Jr |
Executive Chairman |
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2023-06-23 |
4 |
S |
$56.96 |
$3,432,979 |
D/D |
(60,270) |
8,359,459 |
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6% |
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West Alfred P Jr |
Executive Chairman |
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2023-06-22 |
4 |
S |
$57.68 |
$2,382,415 |
D/D |
(41,304) |
8,419,729 |
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7% |
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West Alfred P Jr |
Executive Chairman |
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2023-06-21 |
4 |
S |
$58.68 |
$3,443,753 |
D/D |
(58,687) |
8,461,033 |
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9% |
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West Alfred P Jr |
Executive Chairman |
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2023-06-20 |
4 |
S |
$58.99 |
$2,751,707 |
D/D |
(46,647) |
8,519,720 |
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10% |
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West Alfred P Jr |
Executive Chairman |
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2023-04-04 |
4 |
GD |
$0.00 |
$0 |
D/D |
1,761 |
8,566,367 |
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- |
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Warner Mark Andrew |
VP, Controller and CAOOfficer |
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2023-03-31 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
1,300 |
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7% |
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West Alfred P Jr |
Executive Chairman |
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2023-03-29 |
4 |
S |
$56.06 |
$877,844 |
D/D |
(15,659) |
8,568,128 |
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-10% |
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Mccabe Philip |
EVP - Head of Investment Mgr |
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2023-03-27 |
4 |
OE |
$33.76 |
$422,000 |
D/D |
12,500 |
16,544 |
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- |
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Hicke Ryan |
See Remarks* |
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2023-03-11 |
3/A |
IO |
$0.00 |
$0 |
I/I |
0 |
7,983 |
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- |
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Blumenstein Sarah |
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2023-02-21 |
4 |
S |
$60.18 |
$635,060 |
D/D |
(10,546) |
6,447 |
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1% |
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464 Records found
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Page 3 of 19 |
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