| |
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| Exchange: |
Nasdaq National Market |
| Security
Type: |
Common |
| Shares
Out: |
146,500,000 |
| Market
Cap: |
9.74(B) |
| Last
Volume: |
892,775 |
Avg
Vol: |
577,468 |
| 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:
|
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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 |
2024-01-25 |
2023-10-24 |
2023-04-25 |
2022-04-25 |
|
| Filer's Name |
Relation Title |
Off-Dir-10% |
Tran. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
  West Alfred P Jr |
Executive Chairman |
• • • |
2023-03-29 |
4 |
S |
$56.06 |
$877,844 |
D/D |
(15,659) |
8,568,128 |
|
-10% |
|
| Mccabe Philip |
EVP - Head of Investment Mgr |
• • – |
2023-03-27 |
4 |
OE |
$33.76 |
$422,000 |
D/D |
12,500 |
16,544 |
|
- |
|
| Hicke Ryan |
See Remarks* |
• • – |
2023-03-11 |
3/A |
IO |
$0.00 |
$0 |
I/I |
0 |
7,983 |
|
- |
|
| Blumenstein Sarah |
|
• • – |
2023-02-21 |
4 |
S |
$60.18 |
$635,060 |
D/D |
(10,546) |
6,447 |
|
1% |
|
| Blumenstein Sarah |
|
• • – |
2023-02-21 |
4 |
OE |
$40.64 |
$547,239 |
D/D |
10,546 |
16,993 |
|
- |
|
| Blumenstein Sarah |
|
• • – |
2023-02-17 |
4 |
S |
$61.25 |
$1,497,808 |
D/D |
(24,454) |
6,447 |
|
3% |
|
| Blumenstein Sarah |
|
• • – |
2023-02-17 |
4 |
OE |
$40.64 |
$1,210,711 |
D/D |
24,454 |
5,000 |
|
- |
|
| West Alfred P Jr |
Executive Chairman |
• • • |
2023-02-09 |
4 |
S |
$62.99 |
$1,862,499 |
D/D |
(29,568) |
8,783,649 |
|
7% |
|
| West Alfred P Jr |
Executive Chairman |
• • • |
2023-02-08 |
4 |
S |
$63.42 |
$2,388,802 |
D/D |
(37,566) |
8,813,217 |
|
7% |
|
| West Alfred P Jr |
Executive Chairman |
• • • |
2023-02-07 |
4 |
S |
$63.25 |
$3,479,025 |
D/D |
(54,830) |
8,850,783 |
|
7% |
|
| Doran William |
|
• • – |
2023-02-06 |
4 |
GD |
$0.00 |
$0 |
D/D |
320 |
662,611 |
|
- |
|
| West Alfred P Jr |
Executive Chairman |
• • • |
2023-02-06 |
4 |
S |
$63.39 |
$2,277,983 |
D/D |
(35,936) |
8,905,613 |
|
6% |
|
| Sharma Sanjay |
See Remarks* |
• • – |
2023-02-02 |
4/A |
S |
$64.14 |
$577,260 |
D/D |
(9,000) |
12,895 |
|
- |
|
| Sharma Sanjay |
See Remarks* |
• • – |
2023-02-02 |
4/A |
OE |
$33.76 |
$303,840 |
D/D |
9,000 |
21,895 |
|
- |
|
| Sharma Sanjay |
EVP (*Remarks) |
• • – |
2023-02-02 |
4 |
S |
$64.14 |
$577,260 |
D/D |
(9,000) |
5,165 |
|
9% |
|
| Sharma Sanjay |
EVP (*Remarks) |
• • – |
2023-02-02 |
4 |
OE |
$33.76 |
$303,840 |
D/D |
9,000 |
14,165 |
|
- |
|
| Sharma Sanjay |
See Remarks* |
• – – |
2023-01-24 |
3/A |
IO |
$0.00 |
$0 |
D/D |
0 |
12,894 |
|
- |
|
| Mccabe Philip |
EVP - Head of Investment Mgr |
• – – |
2023-01-24 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
3,849 |
|
-6% |
|
| Sharma Sanjay |
EVP (*Remarks) |
• – – |
2023-01-24 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
5,165 |
|
-6% |
|
| Doran William |
Director |
– • – |
2022-12-28 |
4 |
GD |
$0.00 |
$0 |
D/D |
7,750 |
662,165 |
|
- |
|
| Withrow Wayne |
Executive Vice President |
• – – |
2022-12-28 |
4 |
GD |
$0.00 |
$0 |
D/D |
900 |
35,399 |
|
- |
|
| Mcgonigle Dennis |
Exec. VP and CFO |
• – – |
2022-12-28 |
4 |
GD |
$0.00 |
$0 |
D/D |
2,500 |
574,163 |
|
- |
|
| Romeo Carmen |
Director |
– • – |
2022-12-23 |
4 |
GD |
$0.00 |
$0 |
D/D |
6,600 |
1,589,352 |
|
- |
|
| Mccarthy Kathryn |
Director |
– • – |
2022-12-21 |
4 |
S |
$59.25 |
$592,500 |
D/D |
(10,000) |
71,700 |
|
1% |
|
| Mccarthy Kathryn |
Director |
– • – |
2022-12-21 |
4 |
OE |
$33.76 |
$337,600 |
D/D |
10,000 |
81,700 |
|
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81 Records found
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Page 1 of 4 |
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