Silvercrest Asset Management Group Ownership | Who Owns Silvercrest Asset Management Group?
Silvercrest Asset Management Group Ownership Summary
Silvercrest Asset Management Group is owned by 67.98% institutional investors, 15.83% insiders, and 16.19% retail investors. Long path partners lp is the largest institutional shareholder, holding 9.92% of SAMG shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.44% of its assets in Silvercrest Asset Management Group shares.
SAMG Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Silvercrest Asset Management Group | 67.98% | 15.83% | 16.19% |
| Sector | Financial Services Stocks | 49.66% | 13.98% | 36.36% |
| Industry | Asset Management Stocks | 41.71% | 9.02% | 49.27% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Long path partners lp | 940.80K | 9.92% | $14.67M |
| Blackrock | 707.76K | 7.47% | $11.03M |
| Royce & associates lp | 550.24K | 5.80% | $8.58M |
| Vanguard group | 508.95K | 5.37% | $7.93M |
| Punch & associates investment management | 451.95K | 4.77% | $7.05M |
| Pacific ridge capital partners | 251.52K | 2.65% | $3.92M |
| Boston partners | 230.10K | 2.43% | $3.59M |
| Keeley-teton advisors | 228.46K | 2.41% | $3.56M |
| Geode capital management | 212.94K | 2.25% | $3.32M |
| Dimensional fund advisors lp | 206.38K | 2.18% | $3.22M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Long path partners lp | 940.80K | 5.81% | $14.67M |
| Perritt capital management | 195.25K | 1.66% | $3.04M |
| Pacific ridge capital partners | 251.52K | 0.94% | $3.92M |
| Keeley-teton advisors | 228.46K | 0.46% | $3.56M |
| Teton advisors | 68.50K | 0.45% | $1.07M |
| Punch & associates investment management | 451.95K | 0.41% | $7.05M |
| Cary street partners asset management | 69.11K | 0.16% | $1.08M |
| Globeflex capital l p | 63.52K | 0.10% | $990.29K |
| Novare capital management | 57.40K | 0.08% | $894.87K |
| Royce & associates lp | 550.24K | 0.08% | $8.58M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Long path partners lp | 940.80K | 5.81% | 180.63K |
| Blackrock | 707.76K | 0.00% | 173.22K |
| Koss-olinger consulting | 29.32K | 0.04% | 29.32K |
| Diamond hill capital management | 123.72K | 0.01% | 28.30K |
| Hsbc | 17.89K | 0.00% | 17.89K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Invenomic capital management lp | - | - | -207.36K |
| Banc funds | - | - | -130.92K |
| Royce & associates lp | 550.24K | 0.08% | -84.35K |
| Cary street partners investment advisory | 72.57K | 0.05% | -50.74K |
| Cary street partners asset management | 69.11K | 0.16% | -46.60K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Hsbc | 17.89K | 0.00% | 17.89K | $270.11K |
| Jane street group | 12.88K | - | 12.88K | $200.72K |
| Clearstead advisors | 12.80K | 0.00% | 12.80K | $199.49K |
| Connor, clark & lunn investment management | 11.20K | 0.00% | 11.20K | $174.66K |
| Martingale asset management l p | 10.63K | 0.00% | 10.63K | $165.71K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -2.00 |
| Metropolitan life insurance co/ny | -607.00 |
| Nisa investment advisors | -1.00K |
| American group | -4.65K |
| Heron bay capital management | -10.26K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 78 | 2.63% | 6,486,566 | -0.08% | 67 | 1.46% | 40 | 11.11% | 19 | -20.83% |
| Jun 30, 2024 | 75 | -1.32% | 6,459,911 | -0.92% | 68 | 1.41% | 36 | 44.00% | 24 | -20.00% |
| Mar 31, 2024 | 76 | -7.32% | 6,520,018 | -1.50% | 69 | 1.39% | 25 | -34.21% | 30 | 20.00% |
| Dec 31, 2023 | 82 | - | 6,619,274 | 0.30% | 70 | 1.45% | 38 | 15.15% | 25 | - |
| Sep 30, 2023 | 82 | -4.65% | 6,599,258 | -1.51% | 69 | 1.42% | 33 | -8.33% | 25 | -26.47% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 325.07K | 3.44% | -6.12K |
| Royce Micro Cap Trust | 305.26K | 3.20% | 15.68K |
| iShares Russell 2000 ETF | 266.74K | 2.82% | -560.00 |
| Pacific Ridge Capital Ptnrs Micro Cp Val | 233.37K | 2.44% | -13.63K |
| Keeley Small Cap Dividend Value I | 204.05K | 2.16% | - |
| Boston Partners Small Cap Value II Inv | 170.46K | 1.80% | -11.36K |
| Royce Micro-Cap Invmt | 161.77K | 1.69% | - |
| Perritt MicroCap Opportunities Investor | 155.00K | 1.63% | -5.50K |
| Vanguard Institutional Extnd Mkt Idx Tr | 119.31K | 1.26% | - |
| Ancora Micro Cap | 108.07K | 1.13% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Apr 30, 2024 | Long Path Smaller Companies Fund, LP | - | Buy | $76.94K |
| Mar 13, 2024 | Gray John Allen | Managing Director | Buy | $49.66K |
| Apr 20, 2020 | HOUGH RICHARD R III | Chairman and CEO | Buy | $340.20 |
| Apr 17, 2020 | HOUGH RICHARD R III | Chairman and CEO | Buy | $49.65K |
| Apr 15, 2020 | Gray John Allen | Managing Director | Buy | $396.03 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q2 | 1 | - |
| 2024 Q1 | 1 | - |
| 2023 Q3 | - | - |
| 2023 Q2 | - | - |
| 2022 Q4 | - | - |
SAMG Ownership FAQ
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