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Public ownership evidence

SEI Investments Co (SEIC) Ownership Disclosures

Read SEIC insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

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2026-10-012026-09-30WEST ALFRED P JRS5,483Not reported

First displayed source row from Recent Form 4 activity. The full bounded history and coverage notes remain below.

The displayed observation date is 2026-09-30 and its public availability date is 2026-10-01. Subtracting those calendar dates gives 1 day of disclosure lag. Historical public research can use the record from the availability date, rather than backdating knowledge to the observation date. The calendar-day difference does not assert an intraday publication time.

This row is code S: a sale. A purchase-following rule excludes this sale even if the reported dollar amount is large.

Open the linked original receipts to verify the row, then inspect a second record before drawing a pattern. This public filing observation supplies source evidence, not a completed copy-trading return.

SEC 0000929638-26-003767 ↗SEC 0000929638-26-003767 ↗SEC 0000929638-26-003634 ↗

Recent Form 4 activity

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2026-10-012026-09-30WEST ALFRED P JRS5,483Not reported
2026-10-012026-09-29WEST ALFRED P JRS28,394Not reported
2026-09-242026-09-22LANE MICHAELS2,400Not reported
2026-09-082026-09-03Hicke RyanS37,500Not reported
2026-09-042026-09-01ROMEO CARMENS5,000Not reported
2026-09-022026-08-28Peterson MichaelS37,500Not reported

90-day public availability window, up to 50 records.

Recent institutional filing receipts

Inspect all 50 displayed rows: Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Cornerstone Financial Management LLC2026-06-302026-08-2914$1,228None
Cornerstone Financial Management LLC2026-03-312026-08-2923$1,805None
Cornerstone Financial Management LLC2025-12-312026-08-297$574None
Corient Private Wealth LP2026-06-302026-08-2899,855$8,758,284None
Corient Private Wealth LP2026-06-302026-08-282,679$234,975None
Redwood Investment Management, LLC2024-12-312026-08-2817,192$1,418,000None
Redwood Investment Management, LLC2025-03-312026-08-2816,925$1,314,000None
Principia Wealth Advisory, LLC2026-06-302026-08-2716$1,403None
Principia Wealth Advisory, LLC2026-03-312026-08-2716$1,256None
Dakota Wealth Management2025-12-312026-08-273,858$316,434None
Dakota Wealth Management2026-03-312026-08-273,657$286,965None
Redwood Investment Management, LLC2025-06-302026-08-2715,181$1,364,000None
Redwood Investment Management, LLC2025-09-302026-08-2714,071$1,194,000None
Redwood Investment Management, LLC2025-12-312026-08-2713,315$1,092,000None
Advisors Asset Management, Inc.2019-12-312026-08-261,732$113,411None
VIRGINIA RETIREMENT SYSTEMS ET Al2026-06-302026-08-266,800$596,428None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-25117,300$10,288,383None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-2510,288,383$117,300,000None
Advisors Asset Management, Inc.2020-03-312026-08-221,362$63,115None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2040,231$3,528,687None
Advisors Asset Management, Inc.2019-03-312026-08-195,392$281,732None
Advisors Asset Management, Inc.2019-09-302026-08-191,872$110,925None
Advisors Asset Management, Inc.2019-06-302026-08-193,751$210,431None
Ensign Peak Advisors, Inc2026-03-312026-08-1923,605$1,852,284None
Ensign Peak Advisors, Inc2025-12-312026-08-1942,474$3,483,717None
Ensign Peak Advisors, Inc2025-09-302026-08-1952,473$4,452,334None
Caitlin John, LLC2026-06-302026-08-18110$9,652None
Caitlin John, LLC2026-06-302026-08-18526$46,135None
Corient Private Wealth LP2026-06-302026-08-1899,506$8,727,602None
Redwood Investment Management, LLC2026-06-302026-08-1813,366$1,172,000None
Transamerica Financial Advisors, LLC2026-06-302026-08-182$175None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-185,451$478,107None
Fayez Sarofim & Co2026-06-302026-08-186,675$585,464None
KAHN BROTHERS GROUP INC2026-06-302026-08-186,596$578,535None
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO2026-06-302026-08-1847,868$4,198,502None
Investors Portfolio Services LLC2026-06-302026-08-1511$965None
TORONTO DOMINION BANK2026-06-302026-08-1515,592$1,366,000None
Carbahal Olsen Financial Services Group, LLC2026-06-302026-08-154,000$350,840None
SummitTX Capital, L.P.2026-06-302026-08-1555,704$4,885,798None
Graham Capital Management, L.P.2026-06-302026-08-1540,859$3,583,743None
Seneschal Advisors, LLC2026-06-302026-08-154$351None
Federation des caisses Desjardins du Quebec2026-06-302026-08-15143$12,543None
Federation des caisses Desjardins du Quebec2026-06-302026-08-154,630$406,067None
Federation des caisses Desjardins du Quebec2026-06-302026-08-152,269$199,014None
Federation des caisses Desjardins du Quebec2026-06-302026-08-156,546$574,150None
JPL Wealth Management, LLC2026-06-302026-08-1531$2,720None
SHELTON CAPITAL MANAGEMENT2026-06-302026-08-153,214$281,900None
FWL INVESTMENT MANAGEMENT, LLC2026-06-302026-08-1522$1,930None
Basecamp Wealth Advisors LLC2026-06-302026-08-1544$3,859None
Kera Capital Partners, Inc.2026-06-302026-08-153,810$334,175None

90-day public filing window, up to 50 source positions.

Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Corient Private Wealth LP ↗Corient Private Wealth LP ↗Redwood Investment Management, LLC ↗Redwood Investment Management, LLC ↗Principia Wealth Advisory, LLC ↗Principia Wealth Advisory, LLC ↗Dakota Wealth Management ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.