Silvercrest Asset Management Group Ownership 2024 | Who Owns Silvercrest Asset Management Group Now?
Institutional Ownership
25.16%
Insider Ownership
15.79%
Retail Ownership
59.05%
Institutional Holders
33.00
Silvercrest Asset Management Group Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| LONG PATH PARTNERS LP | 8.11% | 6.32% | 760,171 | 34,611 | 4.77% | 12,018,304 | Mar 31, 2024 |
| ROYCE & ASSOCIATES LP | 6.77% | 0.09% | 634,591 | -8,100 | -1.26% | 10,032,884 | Mar 31, 2024 |
| BLACKROCK INC. | 5.71% | 0.00% | 534,547 | -29,652 | -5.26% | 8,451,188 | Mar 31, 2024 |
| VANGUARD GROUP INC | 5.57% | 0.00% | 522,136 | 4,756 | 0.92% | 8,254,970 | Mar 31, 2024 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 4.78% | 0.40% | 448,150 | 40,086 | 9.82% | 7,085,251,000 | Mar 31, 2024 |
| PACIFIC RIDGE CAPITAL PARTNERS, LLC | 2.80% | 0.91% | 262,456 | -13,485 | -4.89% | 4,149,429 | Mar 31, 2024 |
| BOSTON PARTNERS | 2.59% | 0.00% | 242,353 | -17,121 | -6.60% | 3,831,600 | Mar 31, 2024 |
| KEELEY-TETON ADVISORS, LLC | 2.44% | 0.44% | 228,490 | -300 | -0.13% | 3,612,427 | Mar 31, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 2.23% | 0.00% | 208,833 | 6,300 | 3.11% | 3,301,651 | Mar 31, 2024 |
| INVENOMIC CAPITAL MANAGEMENT LP | 2.21% | 0.17% | 207,358 | -58,182 | -21.91% | 3,278,330 | Mar 31, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.15% | 0.00% | 201,244 | 4,336 | 2.20% | 3,182,003 | Mar 31, 2024 |
| PERRITT CAPITAL MANAGEMENT INC | 2.08% | 1.67% | 195,240 | -3,246 | -1.64% | 3,086,757 | Mar 31, 2024 |
| BANC FUNDS CO LLC | 1.96% | 0.33% | 183,431 | -19,855 | -9.77% | 2,900,000 | Mar 31, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 1.66% | 0.00% | 155,237 | 3,400 | 2.24% | 2,454,000 | Mar 31, 2024 |
| ANCORA ADVISORS, LLC | 1.65% | 0.06% | 154,528 | 8,245 | 5.64% | 2,443,087,000 | Mar 31, 2024 |
| STATE STREET CORP | 1.60% | 0.00% | 150,168 | - | - | 2,374,156 | Mar 31, 2024 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1.32% | 0.08% | 123,313 | -6,120 | -4.73% | 1,949,579 | Mar 31, 2024 |
| CARY STREET PARTNERS ASSET MANAGEMENT LLC | 1.24% | 0.28% | 115,713 | -9,970 | -7.93% | 1,829,423 | Mar 31, 2024 |
| DIAMOND HILL CAPITAL MANAGEMENT INC | 1.02% | 0.01% | 95,424 | 4,852 | 5.36% | 1,508,653 | Mar 31, 2024 |
| NORTHERN TRUST CORP | 0.82% | 0.00% | 77,135 | -771 | -0.99% | 1,219,504 | Mar 31, 2024 |
Silvercrest Asset Management Group's largest institutional shareholder is LONG PATH PARTNERS LP, holding 8.11% of the company's total share outstanding, currently valued at $12.02M. The top 10 institutional shareholders own together 43.22% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| LONG PATH PARTNERS LP | 8.11% | 6.32% | 760,171 | 34,611 | 4.77% | 12,018,304 | Mar 31, 2024 |
| PERRITT CAPITAL MANAGEMENT INC | 2.08% | 1.67% | 195,240 | -3,246 | -1.64% | 3,086,757 | Mar 31, 2024 |
| PACIFIC RIDGE CAPITAL PARTNERS, LLC | 2.80% | 0.91% | 262,456 | -13,485 | -4.89% | 4,149,429 | Mar 31, 2024 |
| KEELEY-TETON ADVISORS, LLC | 2.44% | 0.44% | 228,490 | -300 | -0.13% | 3,612,427 | Mar 31, 2024 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 4.78% | 0.40% | 448,150 | 40,086 | 9.82% | 7,085,251,000 | Mar 31, 2024 |
| TETON ADVISORS, INC. | 0.73% | 0.38% | 68,500 | - | - | 1,082,985 | Mar 31, 2024 |
| BANC FUNDS CO LLC | 1.96% | 0.33% | 183,431 | -19,855 | -9.77% | 2,900,000 | Mar 31, 2024 |
| CARY STREET PARTNERS ASSET MANAGEMENT LLC | 1.24% | 0.28% | 115,713 | -9,970 | -7.93% | 1,829,423 | Mar 31, 2024 |
| INVENOMIC CAPITAL MANAGEMENT LP | 2.21% | 0.17% | 207,358 | -58,182 | -21.91% | 3,278,330 | Mar 31, 2024 |
| GLOBEFLEX CAPITAL L P | 0.68% | 0.10% | 63,521 | - | - | 1,004,267 | Mar 31, 2024 |
| NOVARE CAPITAL MANAGEMENT LLC | 0.69% | 0.09% | 64,400 | -2,100 | -3.16% | 1,018,164 | Mar 31, 2024 |
| ROYCE & ASSOCIATES LP | 6.77% | 0.09% | 634,591 | -8,100 | -1.26% | 10,032,884 | Mar 31, 2024 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1.32% | 0.08% | 123,313 | -6,120 | -4.73% | 1,949,579 | Mar 31, 2024 |
| ROBERTS GLORE & CO INC /IL/ | 0.15% | 0.07% | 14,108 | - | - | 223,047 | Mar 31, 2024 |
| ANCORA ADVISORS, LLC | 1.65% | 0.06% | 154,528 | 8,245 | 5.64% | 2,443,087,000 | Mar 31, 2024 |
| DENALI ADVISORS LLC | 0.13% | 0.05% | 11,800 | - | - | 186,558 | Mar 31, 2024 |
| APPLETON PARTNERS INC/MA | 0.34% | 0.04% | 31,650 | - | - | 500,000 | Mar 31, 2024 |
| HERON BAY CAPITAL MANAGEMENT | 0.11% | 0.03% | 10,261 | 10,261 | 100.00% | 162,226 | Mar 31, 2024 |
| GUARDIAN WEALTH MANAGEMENT, INC. | 0.03% | 0.03% | 2,813 | 36 | 1.30% | 44,472,000 | Mar 31, 2024 |
| FIRST PERSONAL FINANCIAL SERVICES | 0.04% | 0.01% | 4,000 | 4,000 | 100.00% | 63,240,000 | Mar 31, 2024 |
The largest Silvercrest Asset Management Group shareholder by % of total assets is LONG PATH PARTNERS LP. The company owns 760.17K shares of Silvercrest Asset Management Group (SAMG), representing 6.32% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 4.78% | 0.40% | 448,150 | 40,086 | 9.82% | 7,085,251,000 | Mar 31, 2024 |
| LONG PATH PARTNERS LP | 8.11% | 6.32% | 760,171 | 34,611 | 4.77% | 12,018,304 | Mar 31, 2024 |
| GOLDMAN SACHS GROUP INC | 0.48% | 0.00% | 45,286 | 34,168 | 307.32% | 715,972 | Mar 31, 2024 |
| INVESCO LTD. | 0.13% | - | 12,256 | 12,256 | 100.00% | 193,767 | Mar 31, 2024 |
| CITIGROUP INC | 0.49% | 0.00% | 45,557 | 11,263 | 32.84% | 720,256 | Mar 31, 2024 |
| CITADEL ADVISORS LLC | 0.41% | 0.00% | 38,577 | 10,965 | 39.71% | 609,902 | Mar 31, 2024 |
| HERON BAY CAPITAL MANAGEMENT | 0.11% | 0.03% | 10,261 | 10,261 | 100.00% | 162,226 | Mar 31, 2024 |
| ANCORA ADVISORS, LLC | 1.65% | 0.06% | 154,528 | 8,245 | 5.64% | 2,443,087,000 | Mar 31, 2024 |
| JPMORGAN CHASE & CO | 0.19% | - | 18,130 | 7,691 | 73.68% | 286,635 | Mar 31, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 2.23% | 0.00% | 208,833 | 6,300 | 3.11% | 3,301,651 | Mar 31, 2024 |
| DIAMOND HILL CAPITAL MANAGEMENT INC | 1.02% | 0.01% | 95,424 | 4,852 | 5.36% | 1,508,653 | Mar 31, 2024 |
| VANGUARD GROUP INC | 5.57% | 0.00% | 522,136 | 4,756 | 0.92% | 8,254,970 | Mar 31, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.15% | 0.00% | 201,244 | 4,336 | 2.20% | 3,182,003 | Mar 31, 2024 |
| FIRST PERSONAL FINANCIAL SERVICES | 0.04% | 0.01% | 4,000 | 4,000 | 100.00% | 63,240,000 | Mar 31, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 1.66% | 0.00% | 155,237 | 3,400 | 2.24% | 2,454,000 | Mar 31, 2024 |
| RUSSELL INVESTMENTS GROUP, LTD. | 0.53% | 0.00% | 49,502 | 2,905 | 6.23% | 782,625 | Mar 31, 2024 |
| QUADRATURE CAPITAL LTD | 0.35% | 0.01% | 33,242 | 2,099 | 6.74% | 518,575 | Mar 31, 2024 |
| BNP PARIBAS ARBITRAGE, SNC | 0.09% | 0.00% | 8,450 | 692 | 8.92% | 133,594 | Mar 31, 2024 |
| WELLS FARGO & COMPANY/MN | 0.03% | - | 3,114 | 677 | 27.78% | 49,235,000 | Mar 31, 2024 |
| CITADEL ADVISORS LLC | 0.01% | - | 600 | 600 | 100.00% | 9,486 | Mar 31, 2024 |
As of Mar 31 2024, Silvercrest Asset Management Group's largest institutional buyer is PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.. The company purchased 40.09K stocks of SAMG, valued at $7.09B.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | - | - | - | -408,064 | -100.00% | - | Mar 31, 2024 |
| INVENOMIC CAPITAL MANAGEMENT LP | 2.21% | 0.17% | 207,358 | -58,182 | -21.91% | 3,278,330 | Mar 31, 2024 |
| AMERIPRISE FINANCIAL INC | - | - | - | -50,940 | -100.00% | - | Mar 31, 2024 |
| BLACKROCK INC. | 5.71% | 0.00% | 534,547 | -29,652 | -5.26% | 8,451,188 | Mar 31, 2024 |
| KOSS-OLINGER CONSULTING, LLC | - | - | - | -22,992 | -100.00% | - | Mar 31, 2024 |
| BANC FUNDS CO LLC | 1.96% | 0.33% | 183,431 | -19,855 | -9.77% | 2,900,000 | Mar 31, 2024 |
| STRS OHIO | - | - | - | -18,800 | -100.00% | - | Mar 31, 2024 |
| BOSTON PARTNERS | 2.59% | 0.00% | 242,353 | -17,121 | -6.60% | 3,831,600 | Mar 31, 2024 |
| PACIFIC RIDGE CAPITAL PARTNERS, LLC | 2.80% | 0.91% | 262,456 | -13,485 | -4.89% | 4,149,429 | Mar 31, 2024 |
| CAPITAL MANAGEMENT CORP /VA | - | - | - | -13,330 | -100.00% | - | Mar 31, 2024 |
| MORGAN STANLEY | 0.54% | 0.00% | 50,200 | -11,092 | -18.10% | 793,672 | Mar 31, 2024 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 0.14% | 0.00% | 13,515 | -10,154 | -42.90% | 213,676,000 | Mar 31, 2024 |
| CARY STREET PARTNERS ASSET MANAGEMENT LLC | 1.24% | 0.28% | 115,713 | -9,970 | -7.93% | 1,829,423 | Mar 31, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.56% | 0.00% | 52,519 | -8,444 | -13.85% | 830,325 | Mar 31, 2024 |
| ROYCE & ASSOCIATES LP | 6.77% | 0.09% | 634,591 | -8,100 | -1.26% | 10,032,884 | Mar 31, 2024 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1.32% | 0.08% | 123,313 | -6,120 | -4.73% | 1,949,579 | Mar 31, 2024 |
| BARCLAYS PLC | 0.22% | 0.00% | 20,149 | -6,046 | -23.08% | 318,000 | Mar 31, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.08% | - | 7,573 | -5,497 | -42.06% | 119,729,000 | Mar 31, 2024 |
| PERRITT CAPITAL MANAGEMENT INC | 2.08% | 1.67% | 195,240 | -3,246 | -1.64% | 3,086,757 | Mar 31, 2024 |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. | 0.11% | 0.00% | 10,606 | -3,192 | -23.13% | 167,681 | Mar 31, 2024 |
As of Mar 31 2024, Silvercrest Asset Management Group's biggest institutional seller is PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.. The company sold -0.41M shares of SAMG, valued at -.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| INVESCO LTD. | 0.13% | - | 12,256 | 12,256 | 100.00% | 193,767 | Mar 31, 2024 |
| HERON BAY CAPITAL MANAGEMENT | 0.11% | 0.03% | 10,261 | 10,261 | 100.00% | 162,226 | Mar 31, 2024 |
| CITADEL ADVISORS LLC | 0.01% | - | 600 | 600 | 100.00% | 9,486 | Mar 31, 2024 |
| PISCATAQUA SAVINGS BANK | 0.00% | 0.00% | 125 | 125 | 100.00% | 1,976,000 | Mar 31, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | 2 | 2 | 100.00% | 31 | Mar 31, 2024 |
Silvercrest Asset Management Group's largest new institutional shareholder by number of shares is INVESCO LTD., purchased 12.26K shares, valued at $193.77K, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | - | - | - | -408,064 | -100.00% | - | Mar 31, 2024 |
| AMERIPRISE FINANCIAL INC | - | - | - | -50,940 | -100.00% | - | Mar 31, 2024 |
| KOSS-OLINGER CONSULTING, LLC | - | - | - | -22,992 | -100.00% | - | Mar 31, 2024 |
| STRS OHIO | - | - | - | -18,800 | -100.00% | - | Mar 31, 2024 |
| CAPITAL MANAGEMENT CORP /VA | - | - | - | -13,330 | -100.00% | - | Mar 31, 2024 |
| WEST TOWER GROUP, LLC | - | - | - | -2,268 | -100.00% | - | Mar 31, 2024 |
| TOTH FINANCIAL ADVISORY CORP | - | - | - | -1,800 | -100.00% | - | Mar 31, 2024 |
| PNC FINANCIAL SERVICES GROUP, INC. | - | - | - | -1,000 | -100.00% | - | Mar 31, 2024 |
| SCARBOROUGH ADVISORS, LLC | - | - | - | -484 | -100.00% | - | Mar 31, 2024 |
| GAMMA INVESTING LLC | - | - | - | -17 | -100.00% | - | Mar 31, 2024 |
Silvercrest Asset Management Group's largest sold out institutional shareholder by shares sold is PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC., sold -0.41M shares, valued at -, as of undefined.
Silvercrest Asset Management Group Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| PERRITT FUNDS INC | 1.41% | 172,900 | -2,600 | -1.48% | Jan 31, 2024 |
| Keeley Funds, Inc. | 0.80% | 204,048 | 20,098 | 10.93% | Dec 29, 2023 |
| ROYCE MICRO-CAP TRUST, INC. | 0.72% | 372,901 | 91,501 | 32.52% | Dec 31, 2023 |
| Gabelli ETFs Trust | 0.71% | 9,400 | - | - | Dec 29, 2023 |
| AMG FUNDS III | 0.58% | 95,805 | - | - | Feb 29, 2024 |
| ROYCE CAPITAL FUND | 0.19% | 71,263 | -4,300 | -5.69% | Dec 31, 2023 |
| ANCORA TRUST | 0.18% | 39,404 | 6,061 | 18.18% | Dec 31, 2023 |
| TETON WESTWOOD FUNDS | 0.11% | 68,500 | 500 | 0.74% | Dec 29, 2023 |
| SunAmerica Specialty Series | 0.03% | 17,226 | - | - | Apr 30, 2021 |
| ROYCE FUND | 0.03% | 198,385 | - | - | Dec 31, 2023 |
| BRIDGEWAY FUNDS INC | 0.01% | 24,602 | - | - | Dec 29, 2023 |
| VANGUARD VALLEY FORGE FUNDS | 0.01% | 4,379 | - | - | Dec 31, 2023 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.00% | 1,553 | 317 | 25.65% | Dec 31, 2023 |
| PRUDENTIAL INVESTMENT PORTFOLIOS 12 | 0.00% | 3,100 | - | - | Jan 31, 2024 |
| RBB FUND, INC. | 0.00% | 283,409 | -91,217 | -24.35% | Feb 29, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.00% | 17,353 | - | - | Dec 31, 2023 |
| HOTCHKIS & WILEY FUNDS /DE/ | 0.00% | 31,400 | - | - | Dec 31, 2023 |
| FIRST TRUST EXCHANGE-TRADED FUND | 0.00% | 23,125 | - | - | Dec 31, 2023 |
| DIAMOND HILL FUNDS | 0.00% | 82,132 | -12,972 | -13.64% | Dec 31, 2023 |
| ROYCE VALUE TRUST, INC. | 0.00% | 1,980 | - | - | Dec 31, 2023 |
| UNIFIED SERIES TRUST | 0.00% | 7,000 | - | - | Feb 29, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.00% | 298 | - | - | Dec 31, 2023 |
| VANGUARD INDEX FUNDS | 0.00% | 569,028 | 125,073 | 28.17% | Dec 31, 2023 |
| GABELLI EQUITY TRUST INC | 0.00% | 1,100 | - | - | Dec 29, 2023 |
| FINANCIAL INVESTORS TRUST | 0.00% | 39,330 | - | - | Jan 31, 2024 |
| AdvisorShares Trust | 0.00% | 1,229 | - | - | Dec 29, 2023 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 87,983 | 2,684 | 3.15% | Feb 29, 2024 |
| VICTORY PORTFOLIOS | 0.00% | 11,001 | - | - | Dec 31, 2023 |
| RBC FUNDS TRUST | 0.00% | 30,200 | - | - | Dec 29, 2023 |
| Calvert Variable Products, Inc. | 0.00% | 744 | - | - | Dec 31, 2023 |
| GPS Funds I | 0.00% | 1,047 | - | - | Dec 31, 2023 |
| Forethought Variable Insurance Trust | 0.00% | 802 | - | - | Dec 29, 2023 |
| STONE RIDGE TRUST | 0.00% | 4,131 | - | - | Jan 31, 2024 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 186,969 | 40,733 | 27.85% | Jan 31, 2024 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 5,239 | - | - | Dec 31, 2023 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 4,801 | - | - | Dec 31, 2023 |
| Fidelity Commonwealth Trust II | 0.00% | 852 | - | - | Aug 31, 2023 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 496 | - | - | Dec 31, 2023 |
| Meeder Funds | 0.00% | 442 | - | - | Mar 31, 2024 |
| ALLSPRING MASTER TRUST | 0.00% | 5,200 | - | - | Feb 29, 2024 |
| RUSSELL INVESTMENT FUNDS | 0.00% | 4,903 | - | - | Dec 31, 2023 |
| TIAA-CREF LIFE FUNDS | 0.00% | 184 | - | - | Dec 31, 2023 |
| RUSSELL INVESTMENT CO | 0.00% | 20,256 | - | - | Jan 31, 2024 |
| LoCorr Investment Trust | 0.00% | 1,616 | - | - | Mar 31, 2024 |
| Dimensional ETF Trust | 0.00% | 22,043 | 2,387 | 12.14% | Jan 31, 2024 |
| SA FUNDS INVESTMENT TRUST | 0.00% | 759 | - | - | Dec 31, 2023 |
| PGIM ETF TRUST | 0.00% | 2,759 | - | - | Feb 29, 2024 |
| Invesco Exchange-Traded Self-Indexed Fund Trust | 0.00% | 8,847 | 4,959 | 127.55% | Feb 29, 2024 |
| Janus Detroit Street Trust | 0.00% | 5,722 | 2,615 | 84.16% | Jan 31, 2024 |
| STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 3,000 | 600 | 25.00% | Dec 31, 2023 |
| NATIONWIDE MUTUAL FUNDS | 0.00% | 4,462 | 246 | 5.83% | Jan 31, 2024 |
| T. Rowe Price Index Trust, Inc. | 0.00% | 501 | - | - | Feb 29, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND II | 0.00% | 367 | - | - | Dec 31, 2023 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 1,510 | - | - | Dec 31, 2023 |
| MASTER INVESTMENT PORTFOLIO | 0.00% | 2,052 | - | - | Dec 31, 2023 |
| iSHARES TRUST | 0.00% | 361,981 | - | - | Feb 29, 2024 |
| VANGUARD SCOTTSDALE FUNDS | 0.00% | 43,624 | 5,607 | 14.75% | Feb 29, 2024 |
| RYDEX SERIES FUNDS | 0.00% | 88 | - | - | Dec 31, 2023 |
| EQ ADVISORS TRUST | 0.00% | 19,686 | -243 | -1.22% | Dec 31, 2023 |
| ProFunds | 0.00% | 135 | 55 | 68.75% | Jan 31, 2024 |
| VALIC Co I | 0.00% | 3,624 | -54 | -1.47% | Feb 29, 2024 |
| PENN SERIES FUNDS INC | 0.00% | 300 | - | - | Dec 29, 2023 |
| Advisors' Inner Circle Fund II | 0.00% | 9,302 | - | - | Jan 31, 2024 |
| RYDEX DYNAMIC FUNDS | 0.00% | 43 | - | - | Dec 31, 2023 |
| NATIONWIDE VARIABLE INSURANCE TRUST | 0.00% | 1,403 | - | - | Dec 31, 2023 |
| SEI INSTITUTIONAL MANAGED TRUST | 0.00% | 25,157 | - | - | Dec 31, 2023 |
| WILSHIRE MUTUAL FUNDS INC | 0.00% | 2,623 | 373 | 16.58% | Dec 31, 2023 |
| WisdomTree Trust | 0.00% | 16,254 | - | - | Feb 29, 2024 |
| MAINSTAY VP FUNDS TRUST | 0.00% | 1,000 | - | - | Dec 31, 2023 |
| HC CAPITAL TRUST | 0.00% | 224 | - | - | Dec 31, 2023 |
| EMPOWER FUNDS, INC. | 0.00% | 9,100 | - | - | Dec 31, 2023 |
| MORGAN STANLEY PATHWAY FUNDS | 0.00% | 575 | - | - | Feb 29, 2024 |
| PROSHARES TRUST | 0.00% | 1,384 | 153 | 12.43% | Feb 29, 2024 |
| RYDEX VARIABLE TRUST | 0.00% | 6 | - | - | Dec 31, 2023 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 9,497 | - | - | Dec 31, 2023 |
| NORTHERN FUNDS | 0.00% | 3,715 | -730 | -16.42% | Dec 29, 2023 |
| COLLEGE RETIREMENT EQUITIES FUND | 0.00% | 4,705 | - | - | Dec 31, 2023 |
| COLUMBIA FUNDS SERIES TRUST I | 0.00% | 17,600 | - | - | Feb 29, 2024 |
| SUNAMERICA SERIES TRUST | 0.00% | 1,070 | -16 | -1.47% | Jan 31, 2024 |
| ADVANCED SERIES TRUST | 0.00% | 12,700 | - | - | Dec 29, 2023 |
| Brinker Capital Destinations Trust | 0.00% | 167 | - | - | Feb 29, 2024 |
| Blackstone Alternative Investment Funds | 0.00% | 300 | - | - | Dec 31, 2023 |
| Franklin Templeton ETF Trust | 0.00% | 320 | - | - | Dec 31, 2023 |
| Advisors' Inner Circle Fund III | 0.00% | 28 | 4 | 16.67% | Jan 31, 2024 |
| SEI INSTITUTIONAL INVESTMENTS TRUST | 0.00% | 37,590 | - | - | Feb 29, 2024 |
| Brighthouse Funds Trust II | 0.00% | 3,311 | - | - | Dec 31, 2023 |
| MASSMUTUAL SELECT FUNDS | 0.00% | 1,138 | - | - | Dec 31, 2023 |
| AMERICAN BEACON FUNDS | 0.00% | 3,784 | - | - | Feb 29, 2024 |
| PACIFIC SELECT FUND | 0.00% | 3,293 | - | - | Dec 31, 2023 |
| JOHN HANCOCK VARIABLE INSURANCE TRUST | 0.00% | 2,049 | -2,621 | -56.12% | Dec 31, 2023 |
| EXCHANGE TRADED CONCEPTS TRUST | 0.00% | 5 | - | - | Feb 29, 2024 |
| BlackRock Variable Series Funds, Inc. | 0.00% | 1,151 | - | - | Dec 31, 2023 |
| Bridge Builder Trust | 0.00% | 1,781 | - | - | Dec 31, 2023 |
| John Hancock Funds II | 0.00% | 2,056 | - | - | Feb 29, 2024 |
Silvercrest Asset Management Group's largest mutual fund holder by % of total assets is "PERRITT FUNDS INC", owning 172.90K shares, compromising 1.41% of its total assets.
Silvercrest Asset Management Group Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 31 Mar, 24 | 33 | -59.26% |
| 31 Dec, 23 | 81 | -1.22% |
| 30 Sep, 23 | 82 | -2.38% |
| 30 Jun, 23 | 84 | 1.20% |
| 31 Mar, 23 | 83 | 2.47% |
| 31 Dec, 22 | 81 | 8.00% |
| 30 Sep, 22 | 75 | - |
| 30 Jun, 22 | 75 | 27.12% |
| 31 Mar, 22 | 59 | 9.26% |
| 31 Dec, 21 | 54 | 3.85% |
| 30 Sep, 21 | 52 | -14.75% |
| 30 Jun, 21 | 61 | -7.58% |
| 31 Mar, 21 | 66 | 8.20% |
| 31 Dec, 20 | 61 | 12.96% |
| 30 Sep, 20 | 54 | - |
| 30 Jun, 20 | 54 | 3.85% |
| 31 Mar, 20 | 52 | -8.77% |
| 31 Dec, 19 | 57 | -5.00% |
| 30 Sep, 19 | 60 | 1.69% |
| 30 Jun, 19 | 59 | - |
| 31 Mar, 19 | 59 | -6.35% |
| 31 Dec, 18 | 63 | -4.55% |
| 30 Sep, 18 | 66 | 3.13% |
| 30 Jun, 18 | 64 | 23.08% |
| 31 Mar, 18 | 52 | -1.89% |
| 31 Dec, 17 | 53 | 15.22% |
| 30 Sep, 17 | 46 | -4.17% |
| 30 Jun, 17 | 48 | -9.43% |
| 31 Mar, 17 | 53 | -7.02% |
| 31 Dec, 16 | 57 | 1.79% |
| 30 Sep, 16 | 56 | 1.82% |
| 30 Jun, 16 | 55 | 22.22% |
| 31 Mar, 16 | 45 | 9.76% |
| 31 Dec, 15 | 41 | 2.50% |
| 30 Sep, 15 | 40 | -20.00% |
| 30 Jun, 15 | 50 | -12.28% |
| 31 Mar, 15 | 57 | 7.55% |
| 31 Dec, 14 | 53 | -10.17% |
| 30 Sep, 14 | 59 | 7.27% |
| 30 Jun, 14 | 55 | 10.00% |
| 31 Mar, 14 | 50 | 16.28% |
| 31 Dec, 13 | 43 | -6.52% |
| 30 Sep, 13 | 46 | 1433.33% |
| 30 Jun, 13 | 3 | - |
As of 31 Mar 24, 33 institutions are holding Silvercrest Asset Management Group's shares, representing a decrease of -59.26% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 31 Mar, 24 | 2,357,571 | -64.38% |
| 31 Dec, 23 | 6,619,149 | 0.30% |
| 30 Sep, 23 | 6,599,258 | -1.51% |
| 30 Jun, 23 | 6,700,245 | -1.34% |
| 31 Mar, 23 | 6,791,493 | -0.58% |
| 31 Dec, 22 | 6,831,335 | -2.80% |
| 30 Sep, 22 | 7,027,892 | -2.70% |
| 30 Jun, 22 | 7,222,845 | 7.46% |
| 31 Mar, 22 | 6,721,323 | 1.65% |
| 31 Dec, 21 | 6,612,210 | 3.55% |
| 30 Sep, 21 | 6,385,680 | -2.84% |
| 30 Jun, 21 | 6,572,460 | -2.84% |
| 31 Mar, 21 | 6,764,374 | 6.09% |
| 31 Dec, 20 | 6,375,862 | 2.77% |
| 30 Sep, 20 | 6,203,761 | -3.90% |
| 30 Jun, 20 | 6,455,236 | 2.29% |
| 31 Mar, 20 | 6,310,752 | -0.78% |
| 31 Dec, 19 | 6,360,116 | 0.25% |
| 30 Sep, 19 | 6,344,047 | -2.38% |
| 30 Jun, 19 | 6,498,602 | -1.23% |
| 31 Mar, 19 | 6,579,510 | -1.12% |
| 31 Dec, 18 | 6,653,813 | -0.06% |
| 30 Sep, 18 | 6,657,839 | 1.89% |
| 30 Jun, 18 | 6,534,405 | 1.56% |
| 31 Mar, 18 | 6,434,008 | 4.88% |
| 31 Dec, 17 | 6,134,779 | 2.64% |
| 30 Sep, 17 | 5,977,212 | 0.45% |
| 30 Jun, 17 | 5,950,350 | 0.16% |
| 31 Mar, 17 | 5,941,024 | 0.20% |
| 31 Dec, 16 | 5,928,889 | 1.00% |
| 30 Sep, 16 | 5,869,971 | -1.21% |
| 30 Jun, 16 | 5,941,992 | 6.31% |
| 31 Mar, 16 | 5,589,331 | 1.80% |
| 31 Dec, 15 | 5,490,427 | 2.13% |
| 30 Sep, 15 | 5,376,082 | -2.62% |
| 30 Jun, 15 | 5,520,487 | -2.59% |
| 31 Mar, 15 | 5,667,141 | 3.50% |
| 31 Dec, 14 | 5,475,238 | 5.14% |
| 30 Sep, 14 | 5,207,776 | 14.25% |
| 30 Jun, 14 | 4,558,199 | -3.72% |
| 31 Mar, 14 | 4,734,407 | -1.92% |
| 31 Dec, 13 | 4,826,961 | 2.91% |
| 30 Sep, 13 | 4,690,258 | 2813.20% |
| 30 Jun, 13 | 161,000 | - |
Silvercrest Asset Management Group (SAMG) has 2.36M shares outstanding as of 31 Mar 24, down -64.38% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 31 Mar, 24 | 25.16% | 0.50% |
| 31 Dec, 23 | 70.76% | 1.45% |
| 30 Sep, 23 | 69.79% | 1.42% |
| 30 Jun, 23 | 70.17% | 1.39% |
| 31 Mar, 23 | 71.12% | 1.41% |
| 31 Dec, 22 | 71.14% | 1.39% |
| 30 Sep, 22 | 71.60% | 1.34% |
| 30 Jun, 22 | 73.05% | 1.58% |
| 31 Mar, 22 | 68.10% | 1.46% |
| 31 Dec, 21 | 68.35% | 1.57% |
| 30 Sep, 21 | 66.04% | 1.43% |
| 30 Jun, 21 | 68.02% | 1.38% |
| 31 Mar, 21 | 70.08% | 1.58% |
| 31 Dec, 20 | 66.58% | 1.57% |
| 30 Sep, 20 | 65.08% | 1.41% |
| 30 Jun, 20 | 67.87% | 1.50% |
| 31 Mar, 20 | 67.20% | 1.41% |
| 31 Dec, 19 | 69.09% | 1.35% |
| 30 Sep, 19 | 71.52% | 1.25% |
| 30 Jun, 19 | 75.70% | 1.27% |
| 31 Mar, 19 | 77.23% | 1.23% |
| 31 Dec, 18 | 79.28% | 1.24% |
| 30 Sep, 18 | 80.00% | 1.29% |
| 30 Jun, 18 | 78.84% | 1.28% |
| 31 Mar, 18 | 78.59% | 1.37% |
| 31 Dec, 17 | 75.64% | 1.40% |
| 30 Sep, 17 | 73.62% | 1.37% |
| 30 Jun, 17 | 73.42% | 1.36% |
| 31 Mar, 17 | 73.54% | 1.35% |
| 31 Dec, 16 | 73.82% | 1.38% |
| 30 Sep, 16 | 73.02% | 1.33% |
| 30 Jun, 16 | 74.02% | 1.51% |
| 31 Mar, 16 | 69.90% | 1.43% |
| 31 Dec, 15 | 69.90% | 1.50% |
| 30 Sep, 15 | 68.25% | 1.37% |
| 30 Jun, 15 | 70.57% | 1.33% |
| 31 Mar, 15 | 72.93% | 1.41% |
| 31 Dec, 14 | 72.04% | 1.53% |
| 30 Sep, 14 | 68.67% | 1.87% |
| 30 Jun, 14 | 60.59% | 1.53% |
| 31 Mar, 14 | 62.93% | 1.79% |
| 31 Dec, 13 | 59.26% | 0.77% |
| 30 Sep, 13 | 87.45% | 970.48% |
| 30 Jun, 13 | 3.00% | - |
As of 31 Mar 24, Silvercrest Asset Management Group is held by 25.16% institutional shareholders, representing a 0.50% growth compared to 31 Dec 23.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 31 Mar, 24 | 13 | -65.79% |
| 31 Dec, 23 | 38 | 11.76% |
| 30 Sep, 23 | 34 | -2.86% |
| 30 Jun, 23 | 35 | -16.67% |
| 31 Mar, 23 | 42 | 13.51% |
| 31 Dec, 22 | 37 | -7.50% |
| 30 Sep, 22 | 40 | -23.08% |
| 30 Jun, 22 | 52 | 67.74% |
| 31 Mar, 22 | 31 | 72.22% |
| 31 Dec, 21 | 18 | 5.88% |
| 30 Sep, 21 | 17 | -41.38% |
| 30 Jun, 21 | 29 | -19.44% |
| 31 Mar, 21 | 36 | 9.09% |
| 31 Dec, 20 | 33 | 73.68% |
| 30 Sep, 20 | 19 | -17.39% |
| 30 Jun, 20 | 23 | 4.55% |
| 31 Mar, 20 | 22 | -26.67% |
| 31 Dec, 19 | 30 | 25.00% |
| 30 Sep, 19 | 24 | - |
| 30 Jun, 19 | 24 | 20.00% |
| 31 Mar, 19 | 20 | -16.67% |
| 31 Dec, 18 | 24 | -31.43% |
| 30 Sep, 18 | 35 | 12.90% |
| 30 Jun, 18 | 31 | 29.17% |
| 31 Mar, 18 | 24 | -20.00% |
| 31 Dec, 17 | 30 | 42.86% |
| 30 Sep, 17 | 21 | -16.00% |
| 30 Jun, 17 | 25 | 25.00% |
| 31 Mar, 17 | 20 | -39.39% |
| 31 Dec, 16 | 33 | 37.50% |
| 30 Sep, 16 | 24 | -35.14% |
| 30 Jun, 16 | 37 | 54.17% |
| 31 Mar, 16 | 24 | 20.00% |
| 31 Dec, 15 | 20 | - |
| 30 Sep, 15 | 20 | -20.00% |
| 30 Jun, 15 | 25 | -13.79% |
| 31 Mar, 15 | 29 | 3.57% |
| 31 Dec, 14 | 28 | -15.15% |
| 30 Sep, 14 | 33 | 17.86% |
| 30 Jun, 14 | 28 | 3.70% |
| 31 Mar, 14 | 27 | 8.00% |
| 31 Dec, 13 | 25 | -43.18% |
| 30 Sep, 13 | 44 | 1366.67% |
| 30 Jun, 13 | 3 | - |
13 institutional shareholders have increased their position in SAMG stock as of 31 Mar 24 compared to 38 in the previous quarter (a -65.79% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 31 Mar, 24 | 11 | -56.00% |
| 31 Dec, 23 | 25 | - |
| 30 Sep, 23 | 25 | -24.24% |
| 30 Jun, 23 | 33 | 65.00% |
| 31 Mar, 23 | 20 | -39.39% |
| 31 Dec, 22 | 33 | 22.22% |
| 30 Sep, 22 | 27 | 92.86% |
| 30 Jun, 22 | 14 | -26.32% |
| 31 Mar, 22 | 19 | -17.39% |
| 31 Dec, 21 | 23 | 9.52% |
| 30 Sep, 21 | 21 | -8.70% |
| 30 Jun, 21 | 23 | 43.75% |
| 31 Mar, 21 | 16 | -15.79% |
| 31 Dec, 20 | 19 | -20.83% |
| 30 Sep, 20 | 24 | 9.09% |
| 30 Jun, 20 | 22 | 22.22% |
| 31 Mar, 20 | 18 | 50.00% |
| 31 Dec, 19 | 12 | -40.00% |
| 30 Sep, 19 | 20 | 17.65% |
| 30 Jun, 19 | 17 | -10.53% |
| 31 Mar, 19 | 19 | -5.00% |
| 31 Dec, 18 | 20 | 33.33% |
| 30 Sep, 18 | 15 | -11.76% |
| 30 Jun, 18 | 17 | 6.25% |
| 31 Mar, 18 | 16 | 33.33% |
| 31 Dec, 17 | 12 | - |
| 30 Sep, 17 | 12 | - |
| 30 Jun, 17 | 12 | -42.86% |
| 31 Mar, 17 | 21 | 61.54% |
| 31 Dec, 16 | 13 | -31.58% |
| 30 Sep, 16 | 19 | 90.00% |
| 30 Jun, 16 | 10 | -16.67% |
| 31 Mar, 16 | 12 | -25.00% |
| 31 Dec, 15 | 16 | 6.67% |
| 30 Sep, 15 | 15 | -25.00% |
| 30 Jun, 15 | 20 | 33.33% |
| 31 Mar, 15 | 15 | -21.05% |
| 31 Dec, 14 | 19 | 5.56% |
| 30 Sep, 14 | 18 | -10.00% |
| 30 Jun, 14 | 20 | 42.86% |
| 31 Mar, 14 | 14 | 27.27% |
| 31 Dec, 13 | 11 | - |
| 30 Sep, 13 | - | - |
| 30 Jun, 13 | - | - |
11 institutional shareholders have reduced their position in SAMG stock as of 31 Mar 24 compared to 25 in the previous quarter (a -56.00% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 31 Mar, 24 | 33 | -59.26% | 2,357,571 | -64.38% | 25.16% | 0.50% | 13 | -65.79% | 11 | -56.00% |
| 31 Dec, 23 | 81 | -1.22% | 6,619,149 | 0.30% | 70.76% | 1.45% | 38 | 11.76% | 25 | - |
| 30 Sep, 23 | 82 | -2.38% | 6,599,258 | -1.51% | 69.79% | 1.42% | 34 | -2.86% | 25 | -24.24% |
| 30 Jun, 23 | 84 | 1.20% | 6,700,245 | -1.34% | 70.17% | 1.39% | 35 | -16.67% | 33 | 65.00% |
| 31 Mar, 23 | 83 | 2.47% | 6,791,493 | -0.58% | 71.12% | 1.41% | 42 | 13.51% | 20 | -39.39% |
| 31 Dec, 22 | 81 | 8.00% | 6,831,335 | -2.80% | 71.14% | 1.39% | 37 | -7.50% | 33 | 22.22% |
| 30 Sep, 22 | 75 | - | 7,027,892 | -2.70% | 71.60% | 1.34% | 40 | -23.08% | 27 | 92.86% |
| 30 Jun, 22 | 75 | 27.12% | 7,222,845 | 7.46% | 73.05% | 1.58% | 52 | 67.74% | 14 | -26.32% |
| 31 Mar, 22 | 59 | 9.26% | 6,721,323 | 1.65% | 68.10% | 1.46% | 31 | 72.22% | 19 | -17.39% |
| 31 Dec, 21 | 54 | 3.85% | 6,612,210 | 3.55% | 68.35% | 1.57% | 18 | 5.88% | 23 | 9.52% |
| 30 Sep, 21 | 52 | -14.75% | 6,385,680 | -2.84% | 66.04% | 1.43% | 17 | -41.38% | 21 | -8.70% |
| 30 Jun, 21 | 61 | -7.58% | 6,572,460 | -2.84% | 68.02% | 1.38% | 29 | -19.44% | 23 | 43.75% |
| 31 Mar, 21 | 66 | 8.20% | 6,764,374 | 6.09% | 70.08% | 1.58% | 36 | 9.09% | 16 | -15.79% |
| 31 Dec, 20 | 61 | 12.96% | 6,375,862 | 2.77% | 66.58% | 1.57% | 33 | 73.68% | 19 | -20.83% |
| 30 Sep, 20 | 54 | - | 6,203,761 | -3.90% | 65.08% | 1.41% | 19 | -17.39% | 24 | 9.09% |
| 30 Jun, 20 | 54 | 3.85% | 6,455,236 | 2.29% | 67.87% | 1.50% | 23 | 4.55% | 22 | 22.22% |
| 31 Mar, 20 | 52 | -8.77% | 6,310,752 | -0.78% | 67.20% | 1.41% | 22 | -26.67% | 18 | 50.00% |
| 31 Dec, 19 | 57 | -5.00% | 6,360,116 | 0.25% | 69.09% | 1.35% | 30 | 25.00% | 12 | -40.00% |
| 30 Sep, 19 | 60 | 1.69% | 6,344,047 | -2.38% | 71.52% | 1.25% | 24 | - | 20 | 17.65% |
| 30 Jun, 19 | 59 | - | 6,498,602 | -1.23% | 75.70% | 1.27% | 24 | 20.00% | 17 | -10.53% |
| 31 Mar, 19 | 59 | -6.35% | 6,579,510 | -1.12% | 77.23% | 1.23% | 20 | -16.67% | 19 | -5.00% |
| 31 Dec, 18 | 63 | -4.55% | 6,653,813 | -0.06% | 79.28% | 1.24% | 24 | -31.43% | 20 | 33.33% |
| 30 Sep, 18 | 66 | 3.13% | 6,657,839 | 1.89% | 80.00% | 1.29% | 35 | 12.90% | 15 | -11.76% |
| 30 Jun, 18 | 64 | 23.08% | 6,534,405 | 1.56% | 78.84% | 1.28% | 31 | 29.17% | 17 | 6.25% |
| 31 Mar, 18 | 52 | -1.89% | 6,434,008 | 4.88% | 78.59% | 1.37% | 24 | -20.00% | 16 | 33.33% |
| 31 Dec, 17 | 53 | 15.22% | 6,134,779 | 2.64% | 75.64% | 1.40% | 30 | 42.86% | 12 | - |
| 30 Sep, 17 | 46 | -4.17% | 5,977,212 | 0.45% | 73.62% | 1.37% | 21 | -16.00% | 12 | - |
| 30 Jun, 17 | 48 | -9.43% | 5,950,350 | 0.16% | 73.42% | 1.36% | 25 | 25.00% | 12 | -42.86% |
| 31 Mar, 17 | 53 | -7.02% | 5,941,024 | 0.20% | 73.54% | 1.35% | 20 | -39.39% | 21 | 61.54% |
| 31 Dec, 16 | 57 | 1.79% | 5,928,889 | 1.00% | 73.82% | 1.38% | 33 | 37.50% | 13 | -31.58% |
| 30 Sep, 16 | 56 | 1.82% | 5,869,971 | -1.21% | 73.02% | 1.33% | 24 | -35.14% | 19 | 90.00% |
| 30 Jun, 16 | 55 | 22.22% | 5,941,992 | 6.31% | 74.02% | 1.51% | 37 | 54.17% | 10 | -16.67% |
| 31 Mar, 16 | 45 | 9.76% | 5,589,331 | 1.80% | 69.90% | 1.43% | 24 | 20.00% | 12 | -25.00% |
| 31 Dec, 15 | 41 | 2.50% | 5,490,427 | 2.13% | 69.90% | 1.50% | 20 | - | 16 | 6.67% |
| 30 Sep, 15 | 40 | -20.00% | 5,376,082 | -2.62% | 68.25% | 1.37% | 20 | -20.00% | 15 | -25.00% |
| 30 Jun, 15 | 50 | -12.28% | 5,520,487 | -2.59% | 70.57% | 1.33% | 25 | -13.79% | 20 | 33.33% |
| 31 Mar, 15 | 57 | 7.55% | 5,667,141 | 3.50% | 72.93% | 1.41% | 29 | 3.57% | 15 | -21.05% |
| 31 Dec, 14 | 53 | -10.17% | 5,475,238 | 5.14% | 72.04% | 1.53% | 28 | -15.15% | 19 | 5.56% |
| 30 Sep, 14 | 59 | 7.27% | 5,207,776 | 14.25% | 68.67% | 1.87% | 33 | 17.86% | 18 | -10.00% |
| 30 Jun, 14 | 55 | 10.00% | 4,558,199 | -3.72% | 60.59% | 1.53% | 28 | 3.70% | 20 | 42.86% |
| 31 Mar, 14 | 50 | 16.28% | 4,734,407 | -1.92% | 62.93% | 1.79% | 27 | 8.00% | 14 | 27.27% |
| 31 Dec, 13 | 43 | -6.52% | 4,826,961 | 2.91% | 59.26% | 0.77% | 25 | -43.18% | 11 | - |
| 30 Sep, 13 | 46 | 1433.33% | 4,690,258 | 2813.20% | 87.45% | 970.48% | 44 | 1366.67% | - | - |
| 30 Jun, 13 | 3 | - | 161,000 | - | 3.00% | - | 3 | - | - | - |
Silvercrest Asset Management Group Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Insider Sells
All Insider Owners Trades
The last insider sell of Silvercrest Asset Management Group's stock was made by Arpano Matthew on May 09 2024, selling - shares at - per share (valued at -). The last insider buy of SAMG was made by Long Path Smaller Companies Fund, LP on May 02 2024, buying 5,112 shares at $15.05 per share (worth $76.94K).
Silvercrest Asset Management Group Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | 15 | 4 | 375.00% |
| Q1 2024 | 1 | - | - |
| Q3 2023 | 2 | 3 | 66.67% |
| Q2 2023 | 11 | - | - |
| Q4 2022 | 4 | - | - |
| Q2 2022 | 3 | - | - |
| Q3 2021 | 1 | - | - |
| Q2 2021 | 11 | - | - |
| Q2 2020 | 8 | - | - |
| Q1 2020 | 1 | - | - |
| Q4 2019 | 2 | 4 | 50.00% |
| Q3 2019 | 8 | 8 | 100.00% |
| Q2 2019 | 5 | 1 | 500.00% |
| Q4 2018 | 1 | - | - |
| Q3 2018 | 6 | 4 | 150.00% |
| Q2 2018 | 40 | 37 | 108.11% |
| Q1 2018 | - | 1 | - |
| Q4 2017 | - | 11 | - |
| Q3 2017 | 1 | - | - |
| Q2 2017 | - | 3 | - |
15 total buy trades, and 4 total sell trades (buy/sell ratio of 3.75%) were made by Silvercrest Asset Management Group's insiders, as of Q2 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | 1 | - | - |
| Q1 2024 | 1 | - | - |
| Q3 2023 | - | - | - |
| Q2 2023 | - | - | - |
| Q4 2022 | - | - | - |
| Q2 2022 | - | - | - |
| Q3 2021 | - | - | - |
| Q2 2021 | - | - | - |
| Q2 2020 | 5 | - | - |
| Q1 2020 | - | - | - |
| Q4 2019 | - | - | - |
| Q3 2019 | - | 4 | - |
| Q2 2019 | - | - | - |
| Q4 2018 | - | - | - |
| Q3 2018 | 2 | 2 | 100.00% |
| Q2 2018 | 2 | 18 | 11.11% |
| Q1 2018 | - | 1 | - |
| Q4 2017 | - | 11 | - |
| Q3 2017 | 1 | - | - |
| Q2 2017 | - | - | - |
As of Q2 2024, Insider owners conducted 1 open market buy trades and 0 open market sell trades of Silvercrest Asset Management Group's stocks.
Silvercrest Asset Management Group Peer Ownership
| Ticker | Company |
|---|---|
| BSIG | BrightSphere Investment Group Inc. |
SAMG Ownership FAQ
Who Owns Silvercrest Asset Management Group?
Silvercrest Asset Management Group is owned by institutional shareholders (25.16%), insiders (15.79%), and public (59.05%). The largest institutional shareholder of Silvercrest Asset Management Group is LONG PATH PARTNERS LP (8.11% of total shares) and the top mutual fund owner is PERRITT FUNDS INC (1.41% of total shares).
Who are the major institutional shareholders of Silvercrest Asset Management Group?
Silvercrest Asset Management Group's major institutional shareholders are LONG PATH PARTNERS LP, ROYCE & ASSOCIATES LP, BLACKROCK INC., VANGUARD GROUP INC, and PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.. The top five shareholders own together 30.95% of the company's share outstanding.
How many Silvercrest Asset Management Group shareholders are there?
As of Mar 2024, there are 33 institutional shareholders of Silvercrest Asset Management Group.
What percentage of Silvercrest Asset Management Group is owned by LONG PATH PARTNERS LP?
LONG PATH PARTNERS LP owns 760.17K shares of Silvercrest Asset Management Group, representing 8.11% of the company's total shares outstanding, valued at $12.02M (as of Mar 2024).
What percentage of Silvercrest Asset Management Group is owned by ROYCE & ASSOCIATES LP?
As of Mar 2024, ROYCE & ASSOCIATES LP holds 634.59K shares of Silvercrest Asset Management Group (SAMG), compromising 6.77% of the company, valued at $10.03M.
What percentage of Silvercrest Asset Management Group is owned by BLACKROCK INC?
BLACKROCK INC is the third largest holder of Silvercrest Asset Management Group. The company owns 534.55K of the company's shares outstanding (worth $8.45M).