Legacy Financial Advisors »

SEI Investments Company shares owned by Legacy Financial Advisors

Quarter-by-quarter ownership of SEI Investments Company (SEIC) shares owned by Legacy Financial Advisors from 13F filings

Historical chart of Legacy Financial Advisors investment in SEI Investments Company

Tip: Access up to 7 years of quarterly data

All positions including SEI Investments Company held by Legacy Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in SEI Investments Company by Legacy Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $301k 4.2k 71.89
2023-12-31 $247k 3.9k 63.55
2023-09-30 $210k 3.5k 60.23
2019-03-31 $15k 293 51.19
2018-12-31 $14k 293 47.78
2018-09-30 $5.0k 89 56.18
2018-06-30 $6.0k 89 67.42
2018-03-31 $6.0k 89 67.42
2017-12-31 $6.0k 89 67.42