| |
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| 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:
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| |
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 |
  Heilig Kathy |
TREASURER |
• – – |
2021-05-07 |
4 |
OE |
$33.76 |
$438,880 |
D/D |
13,000 |
14,891 |
|
- |
|
| Doran William |
Director |
– • – |
2021-05-06 |
4 |
S |
$63.27 |
$632,700 |
D/D |
(10,000) |
659,915 |
|
5% |
|
| Withrow Wayne |
Executive Vice President |
• – – |
2021-03-08 |
4 |
S |
$59.19 |
$295,950 |
D/D |
(5,000) |
38,799 |
|
-3% |
|
| Withrow Wayne |
Executive Vice President |
• – – |
2021-03-05 |
4 |
S |
$57.98 |
$289,900 |
D/D |
(5,000) |
38,799 |
|
-5% |
|
| West Alfred P Jr |
10% Owner |
– – • |
2021-02-17 |
4 |
S |
$58.20 |
$3,145,303 |
D/D |
(54,043) |
9,302,523 |
|
-8% |
|
| West Alfred P Jr |
10% Owner |
– – • |
2021-02-12 |
4 |
S |
$57.51 |
$2,642,642 |
D/D |
(45,951) |
9,356,566 |
|
-7% |
|
| Mcgonigle Dennis |
Executive Vice President |
• – – |
2020-12-29 |
4 |
GD |
$0.00 |
$0 |
D/D |
30,000 |
532,534 |
|
- |
|
| Withrow Wayne |
Executive Vice President |
• – – |
2020-12-21 |
4 |
GD |
$0.00 |
$0 |
D/D |
180 |
38,799 |
|
- |
|
| Withrow Wayne |
Executive Vice President |
• – – |
2020-12-16 |
4 |
GD |
$0.00 |
$0 |
D/D |
90 |
38,979 |
|
- |
|
| Meyer Stephen |
Executive Vice President |
• – – |
2020-12-11 |
4 |
S |
$56.33 |
$394,310 |
D/D |
(7,000) |
141,224 |
|
-3% |
|
| Mccarthy Kathryn |
Director |
– • – |
2020-12-09 |
4 |
S |
$56.35 |
$535,325 |
D/D |
(9,500) |
71,700 |
|
-11% |
|
| Withrow Wayne |
Executive Vice President |
• – – |
2020-12-07 |
4 |
GD |
$0.00 |
$0 |
D/D |
1,805 |
39,069 |
|
- |
|
| West Alfred P Jr |
10% Owner |
– – • |
2020-12-01 |
4 |
S |
$53.81 |
$541,813 |
D/D |
(10,069) |
9,352,517 |
|
-15% |
|
| Withrow Wayne |
Executive Vice President |
• – – |
2020-11-30 |
4 |
GD |
$0.00 |
$0 |
D/D |
300 |
40,874 |
|
- |
|
| West Alfred P Jr |
10% Owner |
– – • |
2020-11-30 |
4 |
S |
$53.40 |
$6,375,479 |
D/D |
(119,391) |
9,362,586 |
|
-20% |
|
| Doran William |
Director |
– • – |
2020-11-25 |
4 |
S |
$56.70 |
$567,000 |
D/D |
(10,000) |
669,915 |
|
-12% |
|
| Withrow Wayne |
Executive Vice President |
• – – |
2020-11-24 |
4 |
S |
$56.13 |
$563,750 |
D/D |
(10,000) |
41,174 |
|
-10% |
|
| Mcgonigle Dennis |
Executive Vice President |
• – – |
2020-11-24 |
4 |
S |
$56.69 |
$1,133,800 |
D/D |
(20,000) |
572,534 |
|
-10% |
|
| Heilig Kathy |
TREASURER |
• – – |
2020-11-23 |
4 |
S |
$56.04 |
$16,812 |
D/D |
(300) |
1,891 |
|
-13% |
|
| Heilig Kathy |
TREASURER |
• – – |
2020-11-20 |
4 |
S |
$54.50 |
$801,150 |
D/D |
(14,700) |
2,191 |
|
-15% |
|
| Withrow Wayne |
Executive Vice President |
• – – |
2020-11-16 |
4 |
S |
$55.99 |
$279,950 |
D/D |
(5,000) |
41,174 |
|
-10% |
|
| Hicke Ryan |
Executive Vice President |
• – – |
2020-11-11 |
4/A |
S |
$54.99 |
$1,154,790 |
D/D |
(21,000) |
22,031 |
|
- |
|
| Hicke Ryan |
Executive Vice President |
• – – |
2020-11-11 |
4 |
S |
$54.99 |
$934,830 |
D/D |
(17,000) |
18,031 |
|
-8% |
|
| Klauder Paul |
Executive Vice President |
• – – |
2020-11-09 |
4 |
S |
$56.39 |
$958,630 |
D/D |
(17,000) |
23,841 |
|
-8% |
|
| Withrow Wayne |
Executive Vice President |
• – – |
2020-11-09 |
4 |
S |
$56.28 |
$565,100 |
D/D |
(10,000) |
41,174 |
|
-8% |
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464 Records found
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