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 csv

Quarterly reported holdings in SEI Investments Company by Legacy Financial Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $384k | 4.7k | 82.48 |
2024-09-30 | $315k | 4.6k | 69.19 |
2024-06-30 | $294k | 4.5k | 64.69 |
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 |