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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 |
West Alfred P Jr |
Executive Chairman |
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2022-12-14 |
4 |
S |
$60.68 |
$2,146,130 |
D/D |
(35,368) |
9,076,424 |
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6% |
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Barr Kevin |
Executive Vice President |
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2022-12-09 |
4 |
OE |
$22.45 |
$673,500 |
D/D |
30,000 |
204,741 |
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- |
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Barr Kevin |
Executive Vice President |
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2022-12-06 |
4 |
S |
$62.00 |
$620,000 |
D/D |
(10,000) |
174,741 |
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5% |
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Doran William |
Director |
|
2022-12-06 |
4 |
OE |
$22.45 |
$224,500 |
D/D |
10,000 |
669,915 |
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- |
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Brassington Jonathan |
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2022-12-05 |
4 |
A |
$0.00 |
$0 |
D/D |
766 |
766 |
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- |
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Doran William |
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2022-12-05 |
4 |
A |
$0.00 |
$0 |
D/D |
766 |
662,931 |
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- |
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Mccarthy Kathryn |
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2022-12-05 |
4 |
A |
$0.00 |
$0 |
D/D |
766 |
72,466 |
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- |
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West Alfred P Jr |
Executive Chairman |
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2022-12-05 |
4 |
A |
$0.00 |
$0 |
D/D |
2,500 |
8,784,166 |
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- |
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Mcgonigle Dennis |
EVP, CFO |
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2022-12-05 |
4 |
A |
$0.00 |
$0 |
D/D |
20,000 |
594,163 |
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- |
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Peterson Michael |
EVP and General Counsel |
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2022-12-05 |
4 |
A |
$0.00 |
$0 |
D/D |
2,500 |
2,500 |
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- |
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Guarino Carl |
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2022-12-05 |
4 |
A |
$0.00 |
$0 |
D/D |
766 |
10,431 |
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- |
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Blumenstein Sarah |
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2022-12-05 |
4 |
A |
$0.00 |
$0 |
D/D |
766 |
6,447 |
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- |
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Withrow Wayne |
Executive Vice President |
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2022-12-05 |
4 |
A |
$0.00 |
$0 |
D/D |
20,000 |
55,399 |
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- |
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Heilig Kathy |
Treasurer |
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2022-11-18 |
4 |
S |
$61.00 |
$756,400 |
D/D |
(12,400) |
1,891 |
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6% |
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Heilig Kathy |
Treasurer |
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2022-11-18 |
4 |
OE |
$40.64 |
$503,936 |
D/D |
12,400 |
14,291 |
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- |
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Heilig Kathy |
Treasurer |
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2022-11-17 |
4 |
S |
$60.85 |
$6,085 |
D/D |
(100) |
1,891 |
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5% |
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Heilig Kathy |
Treasurer |
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2022-11-17 |
4 |
OE |
$40.64 |
$4,064 |
D/D |
100 |
1,991 |
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- |
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West Alfred P Jr |
Executive Chairman |
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2022-11-16 |
4 |
OE |
$22.45 |
$1,122,500 |
D/D |
50,000 |
9,111,792 |
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- |
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Withrow Wayne |
EXECUTIVE VICE PRESIDENT |
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2022-11-01 |
4 |
S |
$54.51 |
$817,650 |
D/D |
(15,000) |
38,799 |
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-1% |
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Withrow Wayne |
EXECUTIVE VICE PRESIDENT |
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2022-11-01 |
4 |
OE |
$15.77 |
$236,550 |
D/D |
15,000 |
53,579 |
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- |
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West Alfred P Jr |
10% Owner |
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2022-09-16 |
4 |
S |
$53.68 |
$4,026,000 |
D/D |
(75,000) |
9,061,792 |
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-15% |
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West Alfred P Jr |
10% Owner |
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2022-09-15 |
4 |
S |
$55.07 |
$4,592,067 |
D/D |
(83,386) |
9,136,792 |
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-13% |
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Withrow Wayne |
EXECUTIVE VICE PRESIDENT |
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2022-08-09 |
4 |
S |
$55.78 |
$836,700 |
D/D |
(15,000) |
38,799 |
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-4% |
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Withrow Wayne |
EXECUTIVE VICE PRESIDENT |
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2022-08-09 |
4 |
OE |
$22.45 |
$336,750 |
D/D |
15,000 |
53,799 |
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- |
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Mcgonigle Dennis |
EXECUTIVE PRESIDENT |
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2022-07-29 |
4 |
S |
$55.15 |
$1,930,250 |
D/D |
(35,000) |
576,663 |
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-10% |
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464 Records found
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Page 5 of 19 |
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