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Silvercrest Asset Management Group (SAMG) Institutional Ownership

Silvercrest Asset Management Group logo
$17.99 0.00 (0.00%)
As of 04:00 PM Eastern

Institutional Ownership Changes (13F Filings) for Silvercrest Asset Management Group (NASDAQ:SAMG)

Current
Institutional Ownership
Percentage
47.59%
Number of
Institutional Buyers
(last 12 months)
25
Total
Institutional Inflows
(last 12 months)
$9.52M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$7.41M
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SAMG Institutional Buying and Selling by Quarter

Silvercrest Asset Management Group Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/26/2024JPMorgan Chase & Co.20,605$355K0.0%+80.8%0.149%
11/19/2024Barclays PLC30,814$531K0.0%+48.8%0.222%
11/16/2024Geode Capital Management LLC223,418$3.85M0.0%+4.9%1.612%
11/15/2024Barclays PLC30,814$531K0.0%+48.8%0.222%
11/15/2024Jane Street Group LLC20,030$345K0.0%+55.6%0.145%
11/14/2024Martingale Asset Management L P22,447$387K0.0%+111.2%0.162%
11/8/2024Connor Clark & Lunn Investment Management Ltd.14,649$253K0.0%+30.8%0.106%
11/6/2024Royce & Associates LP586,300$10.11M0.1%+6.6%4.191%
10/30/2024Cary Street Partners Asset Management LLC68,298$1.18M0.2%-1.2%0.491%
10/28/2024HM Payson & Co.48,188$831K0.0%-14.7%0.346%
10/11/2024Novare Capital Management LLC50,800$876K0.1%-11.5%0.363%
8/16/2024Pacific Ridge Capital Partners LLC251,524$3.92M0.9%-4.2%1.808%
8/14/2024Long Path Partners LP940,798$14.67M5.8%+23.8%6.725%
8/12/2024Hsbc Holdings PLC17,888$270K0.0%N/A0.129%
8/9/2024Renaissance Technologies LLC173,037$2.70M0.0%+11.5%1.244%
8/9/2024Dimensional Fund Advisors LP206,376$3.22M0.0%-1.2%1.484%
8/9/2024Diamond Hill Capital Management Inc.123,722$1.93M0.0%+29.7%0.889%
8/6/2024Koss Olinger Consulting LLC29,324$457K0.0%N/A0.211%
8/2/2024Novare Capital Management LLC57,400$895K0.1%-10.9%0.413%
8/1/2024Rhumbline Advisers15,230$237K0.0%+15.7%0.109%
7/30/2024First Personal Financial Services6,000$94K0.0%+50.0%0.043%
7/26/2024Bank of New York Mellon Corp47,454$740K0.0%+17.0%0.341%
7/20/2024 Hennion & Walsh Asset Management Inc.10,526$164K0.0%-25.3%0.076%
6/20/2024HM Payson & Co.46,888$741K0.0%+1,784.6%0.337%
5/28/2024Boston Partners242,353$3.83M0.0%-6.6%1.742%
5/16/2024Ancora Advisors LLC154,528$2.44M0.1%+5.6%1.111%
5/16/2024Invenomic Capital Management LP207,358$3.28M0.2%-21.9%1.491%
5/15/2024Perritt Capital Management Inc.195,240$3.09M1.7%-1.6%1.404%
5/15/2024Quadrature Capital Ltd33,242$519K0.0%+6.7%0.239%
5/14/2024Heron Bay Capital Management10,261$162K0.0%N/A0.074%
5/13/2024O Shaughnessy Asset Management LLC13,515$214K0.0%-42.9%0.097%
5/10/2024Vanguard Group Inc.522,136$8.26M0.0%+0.9%3.754%
5/9/2024Pacific Ridge Capital Partners LLC262,456$4.15M0.9%-4.9%1.887%
5/8/2024Russell Investments Group Ltd.49,502$783K0.0%+6.2%0.356%
5/1/2024BNP Paribas Financial Markets8,450$134K0.0%+8.9%0.061%
4/26/2024First Personal Financial Services4,000$63K0.0%N/A0.029%
4/26/2024Mesirow Financial Investment Management Inc.10,606$168K0.0%-23.1%0.076%
4/19/2024Mesirow Financial Investment Management Inc.10,606$168K0.8%-23.1%0.076%
3/25/2024Quadrature Capital Ltd31,143$529K0.0%N/A0.224%
2/26/2024Virtu Financial LLC10,865$185K0.0%N/A0.078%
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2/15/2024Perritt Capital Management Inc.198,486$3.37M1.9%-2.4%1.429%
2/14/2024Invenomic Capital Management LP265,540$4.51M0.2%+23.4%1.912%
2/13/2024Keeley Teton Advisors LLC228,790$3.89M0.5%+12.3%1.647%
2/12/2024Pacific Ridge Capital Partners LLC275,941$4.69M1.0%-2.9%1.987%
2/7/2024Boston Partners259,474$4.41M0.0%-27.8%1.868%
2/7/2024Cary Street Partners Investment Advisory LLC129,433$2.20M0.1%-4.1%0.932%
2/5/2024Cary Street Partners Asset Management LLC125,683$2.14M0.4%-4.7%0.905%
2/5/2024Russell Investments Group Ltd.46,597$792K0.0%+26.2%0.335%
2/1/2024Capital Management Corp VA13,330$227K0.0%-92.8%0.096%
1/30/2024Strs Ohio18,800$319K0.0%-8.3%0.135%
1/19/2024Denali Advisors LLC11,800$201K0.1%-18.1%0.085%
12/6/2023Citigroup Inc.27,942$443K0.0%+125.9%0.201%
11/14/2023Perritt Capital Management Inc.203,333$3.23M1.9%-1.5%1.464%
11/14/2023Ancora Advisors LLC129,473$2.06M0.1%+5.7%0.932%
11/14/2023O Shaughnessy Asset Management LLC32,083$509K0.0%-14.3%0.231%
11/13/2023Cary Street Partners Investment Advisory LLC135,023$2.14M0.1%+3,574.1%0.972%
11/13/2023Pacific Ridge Capital Partners LLC284,259$4.51M1.0%-2.5%2.047%
11/9/2023Citigroup Inc.27,942$443K0.0%+125.9%0.201%
11/8/2023Gabelli Funds LLC10,500$167K0.0%N/A0.076%
11/8/2023Keeley Teton Advisors LLC203,688$3.23M0.5%-2.6%1.465%
11/8/2023Boston Partners359,171$5.70M0.0%-12.9%2.584%
11/7/2023Barclays PLC13,822$219K0.0%+8.1%0.099%
11/2/2023Millington Financial Advisors LLC65,712$1.04M0.9%+3.7%0.473%
11/2/2023Novare Capital Management LLC63,400$1.01M0.1%+38.1%0.456%
11/2/2023Diamond Hill Capital Management Inc.102,296$1.62M0.0%+21.6%0.736%
11/1/2023Guardian Wealth Management Inc.2,745$44K0.0%-37.8%0.020%
10/31/2023Panagora Asset Management Inc.41,693$662K0.0%-22.1%0.300%
10/30/2023Capital Management Corp VA184,100$2.92M0.7%-37.8%1.324%
10/27/2023 Hennion & Walsh Asset Management Inc.14,254$226K0.0%-33.9%0.103%
10/27/2023Allspring Global Investments Holdings LLC5,200$83K0.0%+251.8%0.037%
10/26/2023Punch & Associates Investment Management Inc.302,057$4.79M0.3%+7.0%2.173%
10/24/2023Bank of New York Mellon Corp70,060$1.11M0.0%+1.0%0.504%
10/13/2023 Ritholtz Wealth Management12,921$205K0.0%-20.3%0.093%
10/11/2023Koss Olinger Consulting LLC15,101$240K0.0%+17.6%0.109%
8/14/2023Invenomic Capital Management LP221,011$4.48M0.2%-33.1%1.590%
8/14/2023Perritt Capital Management Inc.206,533$4.18M2.3%-5.1%1.486%
8/11/2023Hotchkis & Wiley Capital Management LLC150,370$3.05M0.0%+3.3%1.082%
8/11/2023O Shaughnessy Asset Management LLC37,458$759K0.0%+30.1%0.269%
8/10/2023Teton Advisors Inc.68,000$1.38M0.4%-1.0%0.489%
8/10/2023Cary Street Partners Asset Management LLC133,573$2.71M0.5%-2.0%0.961%
8/10/2023Cary Street Partners Investment Advisory LLC3,675$74K0.0%-12.0%0.026%
8/10/2023Boston Partners412,267$8.35M0.0%-5.5%2.966%
8/8/2023Millington Financial Advisors LLC63,355$1.28M1.1%-1.5%0.456%
8/8/2023Diamond Hill Capital Management Inc.84,150$1.70M0.0%+279.1%0.605%
8/7/2023Royce & Associates LP554,611$11.23M0.1%-4.2%3.990%
7/31/2023Strs Ohio20,500$415K0.0%+8.5%0.145%
7/31/2023Koss Olinger Consulting LLC12,844$260K0.0%+13.8%0.091%
7/28/2023Novare Capital Management LLC45,900$929K0.1%+17.2%0.326%
7/27/2023Capital Management Corp VA296,010$5.99M1.3%-13.0%2.099%
7/24/2023Allspring Global Investments Holdings LLC1,478$30K0.0%-72.2%0.010%
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7/18/2023Denali Advisors LLC14,400$292K0.1%+453.8%0.102%
7/18/2023Allspring Global Investments Holdings LLC1,478$30K0.0%-72.2%0.010%
7/17/2023HM Payson & Co.1,700$34K0.0%-65.7%0.012%
7/17/2023 Ritholtz Wealth Management16,214$328K0.0%+37.7%0.115%
7/17/2023Mesirow Financial Investment Management Inc.13,798$279K1.2%N/A0.098%
5/15/2023Cary Street Partners Asset Management LLC136,325$2.48M0.5%-3.9%0.967%
5/12/2023Perritt Capital Management Inc.217,733$3.96M2.2%-6.4%1.544%
5/12/2023Panagora Asset Management Inc.53,866$979K0.0%+6.1%0.382%
5/11/2023Diamond Hill Capital Management Inc.22,198$404K0.0%N/A0.157%
5/10/2023Keeley Teton Advisors LLC209,440$3.81M0.5%+24.8%1.485%
(Data available from 1/1/2016 forward)

SAMG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SAMG shares?

During the previous two years, 51 institutional investors and hedge funds held shares of Silvercrest Asset Management Group. The most heavily invested institutionals were Long Path Partners LP ($14.67M), Royce & Associates LP ($10.11M), Vanguard Group Inc. ($8.26M), Punch & Associates Investment Management Inc. ($4.79M), Pacific Ridge Capital Partners LLC ($3.92M), Keeley Teton Advisors LLC ($3.89M), and Geode Capital Management LLC ($3.85M).Learn more on SAMG's institutional investors.

What percentage of Silvercrest Asset Management Group stock is owned by institutional investors?

47.59% of Silvercrest Asset Management Group stock is owned by institutional investors. Learn more on SAMG's institutional investor holdings.

Which institutional investors have been buying Silvercrest Asset Management Group stock?

Of the 43 institutional investors that purchased Silvercrest Asset Management Group stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Long Path Partners LP ($341.90K), Cary Street Partners Investment Advisory LLC ($131.35K), Diamond Hill Capital Management Inc. ($130.59K), Keeley Teton Advisors LLC ($66.70K), Millington Financial Advisors LLC ($66.02K), Invenomic Capital Management LP ($50.39K), and HM Payson & Co. ($44.40K).

How much institutional buying is happening at Silvercrest Asset Management Group?

Institutional investors have bought a total of 1,304,392 shares in the last 24 months. This purchase volume represents approximately $22.35M in transactions.

Which Silvercrest Asset Management Group major shareholders have been selling company stock?

Of the 23 institutional investors that sold Silvercrest Asset Management Group stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Capital Management Corp VA ($456.58K), Boston Partners ($319.47K), Invenomic Capital Management LP ($167.75K), Pacific Ridge Capital Partners LLC ($45.37K), Perritt Capital Management Inc. ($37.34K), Royce & Associates LP ($24.45K), and O Shaughnessy Asset Management LLC ($16.99K).

How much institutional selling is happening at Silvercrest Asset Management Group?

Institutional investors have sold a total of 1,192,576 shares in the last 24 months. This volume of shares sold represents approximately $21.08M in transactions.



This page (NASDAQ:SAMG) was last updated on 1/21/2025 by MarketBeat.com Staff
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