| |
| |
| Exchange: |
Nasdaq National Market |
| Security
Type: |
Common |
| Shares
Out: |
146,500,000 |
| Market
Cap: |
9.99(B) |
| Last
Volume: |
244,455 |
Avg
Vol: |
578,566 |
| 52
Week Range: |
$52.9 - $72.02 |
|
| Level
I Sector: |
Industrials |
| Level
II Sector: |
Diversified Services |
| Level
III Sector: |
Business Services |
|
Member Indexes:
|
| |
S&P COMPOSITE 1500 |
|
NASDAQ COMPOSITE |
| |
NASDAQ FINANCIAL 100 |
|
NASDAQ OTHER FINANCE |
| |
S&P 400 MIDCAP |
|
NASDAQ NNM COMPOSITE |
|
Rankings:
|
|
| 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:
|
|
|
D
is for direct shares.
I is
for indirect shares.
D/I
refers to the Direct or Indirect
shares traded vs. held. |
|
|
|
Forms:
|
|
|
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 +/-:
|
|
|
|
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.
|
|
|
|
Actions:
|
|
|
| B |
Buy |
| S |
Sell |
| OE |
Option
Exercised |
| A |
Acquired |
| D |
Disposed |
| AB |
Automatic
Buy |
| AS |
Automatic
Sell |
| IO |
Initial
Ownership |
|
|
|
|
Download:
|
|
|
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 |
2024-02-04 |
2023-11-03 |
2023-05-05 |
2022-05-05 |
|
| Filer's Name |
Relation Title |
Off-Dir-10% |
Tran. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
  Mcgonigle Dennis |
EXECUTIVE VICE PRESIDENT |
• – – |
2021-06-08 |
4 |
OE |
$15.77 |
$275,975 |
D/D |
17,500 |
550,034 |
|
- |
|
| Klauder Paul |
EXECUTIVE VICE PRESIDENT |
• – – |
2021-05-07 |
4 |
S |
$63.29 |
$1,202,510 |
D/D |
(19,000) |
23,841 |
|
6% |
|
| Klauder Paul |
EXECUTIVE VICE PRESIDENT |
• – – |
2021-05-07 |
4 |
OE |
$33.76 |
$641,440 |
D/D |
19,000 |
42,841 |
|
- |
|
| Heilig Kathy |
TREASURER |
• – – |
2021-05-07 |
4 |
S |
$63.13 |
$820,690 |
D/D |
(13,000) |
1,891 |
|
6% |
|
| 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% |
|
81 Records found
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Page 4 of 4 |
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0.90 (1.34%) 
