| |
| |
| 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 |
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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:
|
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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 |
|
| 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 +/- |
|
|
Form |
  Blumenstein Sarah |
Director |
– • – |
2019-08-08 |
4 |
S |
$58.25 |
$291,250 |
D/D |
(5,000) |
5,681 |
|
- |
|
| Mccarthy Kathryn |
Director |
– • – |
2019-07-26 |
4 |
S |
$60.90 |
$578,550 |
D/D |
(9,500) |
70,700 |
|
- |
|
| Blumenstein Sarah |
Director |
– • – |
2019-05-10 |
4 |
S |
$51.96 |
$259,800 |
D/D |
(5,000) |
5,681 |
|
- |
|
| Klauder Paul |
EXECUTIVE VICE PRESIDENT |
• – – |
2019-03-19 |
4/A |
S |
$52.89 |
$396,675 |
D/D |
(7,500) |
20,409 |
|
- |
|
| Klauder Paul |
EXECUTIVE VICE PRESIDENT |
• – – |
2019-03-19 |
4 |
S |
$52.89 |
$396,675 |
D/D |
(7,500) |
19,841 |
|
- |
|
| West Alfred P Jr |
10% Owner |
– – • |
2019-03-14 |
4 |
GD |
$0.00 |
$0 |
D/D |
560 |
9,801,153 |
|
- |
|
| Heilig Kathy |
VICE PRESIDENT |
• – – |
2019-03-14 |
4 |
S |
$51.50 |
$824,000 |
D/D |
(16,000) |
1,891 |
|
- |
|
| West Alfred P Jr |
10% Owner |
– – • |
2019-03-01 |
4 |
S |
$53.03 |
$6,173,328 |
D/D |
(116,412) |
9,811,713 |
|
- |
|
| West Alfred P Jr |
10% Owner |
– – • |
2019-02-28 |
4 |
S |
$52.75 |
$4,409,267 |
D/D |
(83,588) |
9,928,125 |
|
- |
|
| West Alfred P Jr |
10% Owner |
– – • |
2019-02-27 |
4 |
GD |
$0.00 |
$0 |
D/D |
20,000 |
10,011,713 |
|
- |
|
| West Alfred P Jr |
10% Owner |
– – • |
2019-02-27 |
4 |
S |
$52.61 |
$3,945,750 |
D/D |
(75,000) |
10,031,713 |
|
- |
|
| West Alfred P Jr |
10% Owner |
– – • |
2019-02-26 |
4 |
S |
$52.78 |
$1,319,500 |
D/D |
(25,000) |
10,106,713 |
|
- |
|
| Withrow Wayne |
EXECUTIVE VICE PRESIDENT |
• – – |
2019-02-25 |
4 |
S |
$53.24 |
$730,187 |
D/D |
(13,715) |
31,174 |
|
- |
|
| Withrow Wayne |
EXECUTIVE VICE PRESIDENT |
• – – |
2019-02-22 |
4 |
S |
$52.68 |
$736,888 |
D/D |
(13,988) |
31,714 |
|
- |
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| Withrow Wayne |
EXECUTIVE VICE PRESIDENT |
• – – |
2019-02-14 |
4 |
S |
$50.50 |
$505,000 |
D/D |
(10,000) |
31,714 |
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- |
|
| Klauder Paul |
EXECUTIVE VICE PRESIDENT |
• – – |
2019-02-06 |
4/A |
A |
$49.81 |
$128,709 |
D/D |
2,584 |
19,883 |
|
- |
|
| Withrow Wayne |
EXECUTIVE VICE PRESIDENT |
• – – |
2019-02-06 |
4 |
S |
$50.11 |
$75,165 |
D/D |
(1,500) |
31,714 |
|
- |
|
| Withrow Wayne |
EXECUTIVE VICE PRESIDENT |
• – – |
2019-02-05 |
4 |
S |
$50.00 |
$775,000 |
D/D |
(15,500) |
31,714 |
|
- |
|
| Klauder Paul |
EXECUTIVE VICE PRESIDENT |
• – – |
2019-02-05 |
4 |
B |
$49.81 |
$154,909 |
D/D |
3,110 |
19,841 |
2.74 |
- |
|
| Withrow Wayne |
EXECUTIVE VICE PRESIDENT |
• – – |
2019-02-04 |
4 |
S |
$49.74 |
$14,922 |
D/D |
(300) |
31,714 |
|
- |
|
| West Alfred P Jr |
10% Owner |
– – • |
2018-12-31 |
4 |
GD |
$0.00 |
$0 |
D/D |
4,800 |
9,806,913 |
|
- |
|
| Withrow Wayne |
EXECUTIVE VICE PRESIDENT |
• – – |
2018-12-19 |
4 |
S |
$47.50 |
$237,358 |
D/D |
(4,997) |
31,714 |
|
- |
|
| Mcgonigle Dennis |
Director |
– • – |
2018-12-04 |
4 |
S |
$51.63 |
$774,450 |
D/D |
(15,000) |
577,034 |
|
- |
|
| West Alfred P Jr |
10% Owner |
– – • |
2018-11-28 |
4 |
S |
$53.45 |
$6,039,583 |
D/D |
(112,995) |
10,031,713 |
|
- |
|
| West Alfred P Jr |
10% Owner |
– – • |
2018-11-27 |
4 |
S |
$53.37 |
$5,337,000 |
D/D |
(100,000) |
10,144,708 |
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464 Records found
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Page 9 of 19 |
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