Silvercrest Asset Management Group Ownership 2024 | Who Owns Silvercrest Asset Management Group Now?
Institutional Ownership
48.67%
Insider Ownership
15.68%
Retail Ownership
35.65%
Institutional Holders
56.00
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 | 9.92% | 5.81% | 940,798 | 180,627 | 23.76% | 14,667,041 | Jun 30, 2024 |
| BLACKROCK INC. | 7.47% | 0.00% | 707,762 | 173,215 | 32.40% | 11,034,009 | Jun 30, 2024 |
| ROYCE & ASSOCIATES LP | 5.80% | 0.08% | 550,237 | -84,354 | -13.29% | 8,578,195 | Jun 30, 2024 |
| VANGUARD GROUP INC | 5.37% | 0.00% | 508,947 | -13,189 | -2.53% | 7,934,484 | Jun 30, 2024 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 4.77% | 0.41% | 451,955 | 3,805 | 0.85% | 7,045,978 | Jun 30, 2024 |
| PACIFIC RIDGE CAPITAL PARTNERS, LLC | 2.65% | 0.94% | 251,524 | -10,932 | -4.17% | 3,921,259 | Jun 30, 2024 |
| BOSTON PARTNERS | 2.43% | 0.00% | 230,098 | -12,255 | -5.06% | 3,587,230 | Jun 30, 2024 |
| KEELEY-TETON ADVISORS, LLC | 2.41% | 0.46% | 228,457 | -33 | -0.01% | 3,561,645 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.25% | 0.00% | 212,941 | 11,697 | 5.81% | 3,320,093 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 2.18% | 0.00% | 206,376 | -2,457 | -1.18% | 3,216,985 | Jun 30, 2024 |
| PERRITT CAPITAL MANAGEMENT INC | 2.06% | 1.66% | 195,249 | 9 | 0.00% | 3,043,928 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 1.83% | 0.00% | 173,037 | 17,800 | 11.47% | 2,697,647 | Jun 30, 2024 |
| ANCORA ADVISORS, LLC | 1.72% | 0.06% | 163,420 | 8,892 | 5.75% | 2,547,718 | Jun 30, 2024 |
| STATE STREET CORP | 1.61% | 0.00% | 153,058 | 2,890 | 1.92% | 2,386,174,000 | Jun 30, 2024 |
| BANC FUNDS CO LLC | 1.38% | 0.24% | 130,918 | -52,513 | -28.63% | 2,041,012 | Jun 30, 2024 |
| DIAMOND HILL CAPITAL MANAGEMENT INC | 1.31% | 0.01% | 123,722 | 28,298 | 29.66% | 1,928,826 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.77% | 0.00% | 72,796 | -4,339 | -5.63% | 1,134,889,000 | Jun 30, 2024 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 0.77% | 0.05% | 72,573 | -50,740 | -41.15% | 1,131,413 | Jun 30, 2024 |
| CARY STREET PARTNERS ASSET MANAGEMENT LLC | 0.73% | 0.16% | 69,113 | -46,600 | -40.27% | 1,077,472 | Jun 30, 2024 |
| TETON ADVISORS, INC. | 0.72% | 0.45% | 68,500 | - | - | 1,067,915 | Jun 30, 2024 |
Silvercrest Asset Management Group's largest institutional shareholder is LONG PATH PARTNERS LP, holding 9.92% of the company's total share outstanding, currently valued at $14.67M. The top 10 institutional shareholders own together 45.24% 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 | 9.92% | 5.81% | 940,798 | 180,627 | 23.76% | 14,667,041 | Jun 30, 2024 |
| PERRITT CAPITAL MANAGEMENT INC | 2.06% | 1.66% | 195,249 | 9 | 0.00% | 3,043,928 | Jun 30, 2024 |
| PACIFIC RIDGE CAPITAL PARTNERS, LLC | 2.65% | 0.94% | 251,524 | -10,932 | -4.17% | 3,921,259 | Jun 30, 2024 |
| KEELEY-TETON ADVISORS, LLC | 2.41% | 0.46% | 228,457 | -33 | -0.01% | 3,561,645 | Jun 30, 2024 |
| TETON ADVISORS, INC. | 0.72% | 0.45% | 68,500 | - | - | 1,067,915 | Jun 30, 2024 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 4.77% | 0.41% | 451,955 | 3,805 | 0.85% | 7,045,978 | Jun 30, 2024 |
| BANC FUNDS CO LLC | 1.38% | 0.24% | 130,918 | -52,513 | -28.63% | 2,041,012 | Jun 30, 2024 |
| CARY STREET PARTNERS ASSET MANAGEMENT LLC | 0.73% | 0.16% | 69,113 | -46,600 | -40.27% | 1,077,472 | Jun 30, 2024 |
| GLOBEFLEX CAPITAL L P | 0.67% | 0.10% | 63,521 | - | - | 990,292 | Jun 30, 2024 |
| NOVARE CAPITAL MANAGEMENT LLC | 0.61% | 0.08% | 57,400 | -7,000 | -10.87% | 894,866 | Jun 30, 2024 |
| ROYCE & ASSOCIATES LP | 5.80% | 0.08% | 550,237 | -84,354 | -13.29% | 8,578,195 | Jun 30, 2024 |
| ROBERTS GLORE & CO INC /IL/ | 0.15% | 0.07% | 14,308 | 200 | 1.42% | 223,062 | Jun 30, 2024 |
| ANCORA ADVISORS, LLC | 1.72% | 0.06% | 163,420 | 8,892 | 5.75% | 2,547,718 | Jun 30, 2024 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 0.77% | 0.05% | 72,573 | -50,740 | -41.15% | 1,131,413 | Jun 30, 2024 |
| KOSS-OLINGER CONSULTING, LLC | 0.31% | 0.04% | 29,324 | 29,324 | 100.00% | 457,000 | Jun 30, 2024 |
| GUARDIAN WEALTH MANAGEMENT, INC. | 0.03% | 0.03% | 2,848 | 35 | 1.24% | 44,404 | Jun 30, 2024 |
| FIRST PERSONAL FINANCIAL SERVICES | 0.06% | 0.02% | 6,000 | 2,000 | 50.00% | 93,540 | Jun 30, 2024 |
| HM PAYSON & CO | 0.60% | 0.02% | 56,523 | 9,635 | 20.55% | 881,194 | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.28% | 0.01% | 26,277 | - | - | 409,658 | Jun 30, 2024 |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 0.11% | 0.01% | 10,526 | -3,572 | -25.34% | 164,100 | Jun 30, 2024 |
The largest Silvercrest Asset Management Group shareholder by % of total assets is LONG PATH PARTNERS LP. The company owns 940.80K shares of Silvercrest Asset Management Group (SAMG), representing 5.81% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| LONG PATH PARTNERS LP | 9.92% | 5.81% | 940,798 | 180,627 | 23.76% | 14,667,041 | Jun 30, 2024 |
| BLACKROCK INC. | 7.47% | 0.00% | 707,762 | 173,215 | 32.40% | 11,034,009 | Jun 30, 2024 |
| KOSS-OLINGER CONSULTING, LLC | 0.31% | 0.04% | 29,324 | 29,324 | 100.00% | 457,000 | Jun 30, 2024 |
| DIAMOND HILL CAPITAL MANAGEMENT INC | 1.31% | 0.01% | 123,722 | 28,298 | 29.66% | 1,928,826 | Jun 30, 2024 |
| HSBC HOLDINGS PLC | 0.19% | 0.00% | 17,888 | 17,888 | 100.00% | 270,109 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 1.83% | 0.00% | 173,037 | 17,800 | 11.47% | 2,697,647 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.25% | - | 23,528 | 15,955 | 210.68% | 366,802 | Jun 30, 2024 |
| CLEARSTEAD ADVISORS, LLC | 0.14% | 0.00% | 12,796 | 12,796 | 100.00% | 199,490 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.25% | 0.00% | 212,941 | 11,697 | 5.81% | 3,320,093 | Jun 30, 2024 |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 0.12% | 0.00% | 11,203 | 11,203 | 100.00% | 174,655 | Jun 30, 2024 |
| MARTINGALE ASSET MANAGEMENT L P | 0.11% | 0.00% | 10,629 | 10,629 | 100.00% | 165,707 | Jun 30, 2024 |
| HM PAYSON & CO | 0.60% | 0.02% | 56,523 | 9,635 | 20.55% | 881,194 | Jun 30, 2024 |
| ANCORA ADVISORS, LLC | 1.72% | 0.06% | 163,420 | 8,892 | 5.75% | 2,547,718 | Jun 30, 2024 |
| MORGAN STANLEY | 0.62% | 0.00% | 58,421 | 8,221 | 16.38% | 910,786 | Jun 30, 2024 |
| INVESCO LTD. | 0.22% | 0.00% | 20,437 | 8,181 | 66.75% | 318,613 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 0.50% | 0.00% | 47,454 | 6,910 | 17.04% | 739,810 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.05% | 0.00% | 5,118 | 5,118 | 100.00% | 79,790 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.05% | 0.00% | 4,881 | 4,881 | 100.00% | 76,095 | Jun 30, 2024 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 4.77% | 0.41% | 451,955 | 3,805 | 0.85% | 7,045,978 | Jun 30, 2024 |
| TWO SIGMA INVESTMENTS, LP | 0.35% | 0.00% | 33,206 | 3,800 | 12.92% | 517,682 | Jun 30, 2024 |
As of Jun 30 2024, Silvercrest Asset Management Group's largest institutional buyer is LONG PATH PARTNERS LP. The company purchased 180.63K stocks of SAMG, valued at $14.67M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| INVENOMIC CAPITAL MANAGEMENT LP | - | - | - | -207,358 | -100.00% | - | Jun 30, 2024 |
| ROYCE & ASSOCIATES LP | 5.80% | 0.08% | 550,237 | -84,354 | -13.29% | 8,578,195 | Jun 30, 2024 |
| BANC FUNDS CO LLC | 1.38% | 0.24% | 130,918 | -52,513 | -28.63% | 2,041,012 | Jun 30, 2024 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 0.77% | 0.05% | 72,573 | -50,740 | -41.15% | 1,131,413 | Jun 30, 2024 |
| CARY STREET PARTNERS ASSET MANAGEMENT LLC | 0.73% | 0.16% | 69,113 | -46,600 | -40.27% | 1,077,472 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.22% | 0.00% | 20,892 | -24,394 | -53.87% | 325,706 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.35% | 0.00% | 33,000 | -19,519 | -37.17% | 514,470 | Jun 30, 2024 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | - | - | - | -13,515 | -100.00% | - | Jun 30, 2024 |
| VANGUARD GROUP INC | 5.37% | 0.00% | 508,947 | -13,189 | -2.53% | 7,934,484 | Jun 30, 2024 |
| BOSTON PARTNERS | 2.43% | 0.00% | 230,098 | -12,255 | -5.06% | 3,587,230 | Jun 30, 2024 |
| DENALI ADVISORS LLC | - | - | - | -11,800 | -100.00% | - | Jun 30, 2024 |
| PACIFIC RIDGE CAPITAL PARTNERS, LLC | 2.65% | 0.94% | 251,524 | -10,932 | -4.17% | 3,921,259 | Jun 30, 2024 |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. | - | - | - | -10,606 | -100.00% | - | Jun 30, 2024 |
| HERON BAY CAPITAL MANAGEMENT | - | - | - | -10,261 | -100.00% | - | Jun 30, 2024 |
| QUADRATURE CAPITAL LTD | 0.26% | 0.01% | 24,587 | -8,655 | -26.04% | 383,311 | Jun 30, 2024 |
| NOVARE CAPITAL MANAGEMENT LLC | 0.61% | 0.08% | 57,400 | -7,000 | -10.87% | 894,866 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 0.12% | - | 11,396 | -6,734 | -37.14% | 177,664 | Jun 30, 2024 |
| BNP PARIBAS ARBITRAGE, SNC | 0.02% | - | 1,962 | -6,488 | -76.78% | 30,588 | Jun 30, 2024 |
| UBS GROUP AG | 0.11% | - | 10,752 | -5,626 | -34.35% | 167,624 | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -4,654 | -100.00% | - | Jun 30, 2024 |
As of Jun 30 2024, Silvercrest Asset Management Group's biggest institutional seller is INVENOMIC CAPITAL MANAGEMENT LP. The company sold -0.21M shares of SAMG, valued at -.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| HSBC HOLDINGS PLC | 0.19% | 0.00% | 17,888 | 17,888 | 100.00% | 270,109 | Jun 30, 2024 |
| CLEARSTEAD ADVISORS, LLC | 0.14% | 0.00% | 12,796 | 12,796 | 100.00% | 199,490 | Jun 30, 2024 |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 0.12% | 0.00% | 11,203 | 11,203 | 100.00% | 174,655 | Jun 30, 2024 |
| MARTINGALE ASSET MANAGEMENT L P | 0.11% | 0.00% | 10,629 | 10,629 | 100.00% | 165,707 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.05% | 0.00% | 5,118 | 5,118 | 100.00% | 79,790 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.05% | 0.00% | 4,881 | 4,881 | 100.00% | 76,095 | Jun 30, 2024 |
| NISA INVESTMENT ADVISORS, LLC | 0.01% | 0.00% | 1,000 | 1,000 | 100.00% | 15,590 | Jun 30, 2024 |
Silvercrest Asset Management Group's largest new institutional shareholder by number of shares is HSBC HOLDINGS PLC, purchased 17.89K shares, valued at $270.11K, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| INVENOMIC CAPITAL MANAGEMENT LP | - | - | - | -207,358 | -100.00% | - | Jun 30, 2024 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | - | - | - | -13,515 | -100.00% | - | Jun 30, 2024 |
| DENALI ADVISORS LLC | - | - | - | -11,800 | -100.00% | - | Jun 30, 2024 |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. | - | - | - | -10,606 | -100.00% | - | Jun 30, 2024 |
| HERON BAY CAPITAL MANAGEMENT | - | - | - | -10,261 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -4,654 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -607 | -100.00% | - | Jun 30, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -2 | -100.00% | - | Jun 30, 2024 |
Silvercrest Asset Management Group's largest sold out institutional shareholder by shares sold is INVENOMIC CAPITAL MANAGEMENT LP, sold -0.21M 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. | 0.75% | 364,801 | -8,100 | -2.17% | Mar 31, 2024 |
| Gabelli ETFs Trust | 0.71% | 9,400 | - | - | Dec 29, 2023 |
| ANCORA TRUST | 0.20% | 42,400 | 2,996 | 7.60% | Mar 31, 2024 |
| ROYCE CAPITAL FUND | 0.19% | 71,263 | - | - | Mar 31, 2024 |
| 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 | - | - | Mar 31, 2024 |
| AMG FUNDS III | 0.02% | 95,805 | - | - | Mar 28, 2024 |
| NORTHERN LIGHTS FUND TRUST II | 0.01% | 164,235 | -29,881 | -15.39% | Jan 31, 2024 |
| BRIDGEWAY FUNDS INC | 0.01% | 24,602 | - | - | Mar 28, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.01% | 4,379 | - | - | Mar 31, 2024 |
| RBB FUND, INC. | 0.00% | 283,409 | -91,217 | -24.35% | Feb 29, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.00% | 17,353 | - | - | Mar 31, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.00% | 1,553 | - | - | Mar 31, 2024 |
| HOTCHKIS & WILEY FUNDS /DE/ | 0.00% | 31,400 | - | - | Mar 31, 2024 |
| ROYCE VALUE TRUST, INC. | 0.00% | 1,980 | - | - | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND | 0.00% | 23,125 | - | - | Mar 31, 2024 |
| DIAMOND HILL FUNDS | 0.00% | 82,132 | -12,972 | -13.64% | Dec 31, 2023 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.00% | 298 | - | - | Mar 31, 2024 |
| VANGUARD INDEX FUNDS | 0.00% | 450,106 | -118,922 | -20.90% | Mar 31, 2024 |
| PRUDENTIAL INVESTMENT PORTFOLIOS 12 | 0.00% | 3,100 | - | - | Jan 31, 2024 |
| GABELLI EQUITY TRUST INC | 0.00% | 1,100 | - | - | Dec 29, 2023 |
| SCHWAB CAPITAL TRUST | 0.00% | 24,977 | -1,577 | -5.94% | Jan 31, 2024 |
| FINANCIAL INVESTORS TRUST | 0.00% | 39,330 | - | - | Jan 31, 2024 |
| UNIFIED SERIES TRUST | 0.00% | 7,000 | - | - | Mar 31, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 87,983 | 2,684 | 3.15% | Feb 29, 2024 |
| VICTORY PORTFOLIOS | 0.00% | 11,001 | - | - | Mar 31, 2024 |
| AdvisorShares Trust | 0.00% | 1,229 | - | - | Mar 28, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 744 | - | - | Mar 31, 2024 |
| RBC FUNDS TRUST | 0.00% | 30,200 | - | - | Mar 28, 2024 |
| GPS Funds I | 0.00% | 1,047 | - | - | Mar 31, 2024 |
| Forethought Variable Insurance Trust | 0.00% | 802 | - | - | Mar 28, 2024 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 186,969 | 40,733 | 27.85% | Jan 31, 2024 |
| STONE RIDGE TRUST | 0.00% | 4,131 | - | - | Jan 31, 2024 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 5,239 | - | - | Mar 31, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 4,417 | -384 | -8.00% | Mar 31, 2024 |
| Fidelity Commonwealth Trust II | 0.00% | 852 | - | - | Aug 31, 2023 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 496 | - | - | Mar 31, 2024 |
| Meeder Funds | 0.00% | 442 | - | - | Mar 31, 2024 |
| Global X Funds | 0.00% | 4,027 | - | - | Jan 31, 2024 |
| Northern Lights Fund Trust IV | 0.00% | 26,839 | - | - | Jan 31, 2024 |
| ALLSPRING MASTER TRUST | 0.00% | 5,200 | - | - | Feb 29, 2024 |
| TIAA-CREF LIFE FUNDS | 0.00% | 184 | - | - | Mar 31, 2024 |
| 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 | - | - | Mar 31, 2024 |
| STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 3,000 | - | - | Mar 31, 2024 |
| RUSSELL INVESTMENT FUNDS | 0.00% | 4,903 | - | - | Mar 31, 2024 |
| 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 |
| NATIONWIDE MUTUAL FUNDS | 0.00% | 4,462 | 246 | 5.83% | Jan 31, 2024 |
| NORTHERN FUNDS | 0.00% | 4,498 | 783 | 21.08% | Mar 28, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND II | 0.00% | 367 | - | - | Mar 31, 2024 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 1,510 | - | - | Dec 31, 2023 |
| T. Rowe Price Index Trust, Inc. | 0.00% | 607 | 106 | 21.16% | Mar 31, 2024 |
| MASTER INVESTMENT PORTFOLIO | 0.00% | 2,052 | - | - | Mar 31, 2024 |
| VANGUARD SCOTTSDALE FUNDS | 0.00% | 43,624 | 5,607 | 14.75% | Feb 29, 2024 |
| RYDEX SERIES FUNDS | 0.00% | 88 | - | - | Dec 31, 2023 |
| iSHARES TRUST | 0.00% | 337,736 | -24,245 | -6.70% | Mar 31, 2024 |
| EQ ADVISORS TRUST | 0.00% | 18,388 | -1,298 | -6.59% | Mar 31, 2024 |
| VALIC Co I | 0.00% | 3,624 | -54 | -1.47% | Feb 29, 2024 |
| 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 | - | - | Mar 31, 2024 |
| PENN SERIES FUNDS INC | 0.00% | 300 | - | - | Mar 28, 2024 |
| WisdomTree Trust | 0.00% | 17,959 | 1,705 | 10.49% | Mar 31, 2024 |
| WILSHIRE MUTUAL FUNDS INC | 0.00% | 2,623 | 373 | 16.58% | Dec 31, 2023 |
| SEI INSTITUTIONAL MANAGED TRUST | 0.00% | 25,157 | - | - | Dec 31, 2023 |
| MAINSTAY VP FUNDS TRUST | 0.00% | 1,000 | - | - | Mar 31, 2024 |
| EMPOWER FUNDS, INC. | 0.00% | 9,100 | - | - | Mar 31, 2024 |
| HC CAPITAL TRUST | 0.00% | 224 | - | - | Mar 31, 2024 |
| ProFunds | 0.00% | 74 | -6 | -7.50% | Mar 31, 2024 |
| MORGAN STANLEY PATHWAY FUNDS | 0.00% | 575 | - | - | Feb 29, 2024 |
| PROSHARES TRUST | 0.00% | 1,384 | 153 | 12.43% | Feb 29, 2024 |
| USAA MUTUAL FUNDS TRUST | 0.00% | 1,237 | 217 | 21.27% | Jan 31, 2024 |
| RYDEX VARIABLE TRUST | 0.00% | 6 | - | - | Dec 31, 2023 |
| TIAA-CREF FUNDS | 0.00% | 13,835 | - | - | Jan 31, 2024 |
| COLLEGE RETIREMENT EQUITIES FUND | 0.00% | 4,705 | - | - | Mar 31, 2024 |
| ADVANCED SERIES TRUST | 0.00% | 12,700 | - | - | Mar 28, 2024 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 9,497 | - | - | Mar 31, 2024 |
| COLUMBIA FUNDS SERIES TRUST I | 0.00% | 17,600 | - | - | Feb 29, 2024 |
| Brighthouse Funds Trust II | 0.00% | 3,311 | - | - | Mar 31, 2024 |
| MAINSTAY FUNDS TRUST | 0.00% | 600 | - | - | Jan 31, 2024 |
| SUNAMERICA SERIES TRUST | 0.00% | 1,070 | -16 | -1.47% | Jan 31, 2024 |
| Brinker Capital Destinations Trust | 0.00% | 167 | - | - | Feb 29, 2024 |
| ETF Series Solutions | 0.00% | 56 | - | - | Jan 31, 2024 |
| Blackstone Alternative Investment Funds | 0.00% | 300 | - | - | Mar 31, 2024 |
| SEI INSTITUTIONAL INVESTMENTS TRUST | 0.00% | 37,590 | - | - | Feb 29, 2024 |
| Franklin Templeton ETF Trust | 0.00% | 320 | - | - | Mar 31, 2024 |
| FIDELITY SALEM STREET TRUST | 0.00% | 4,546 | 463 | 11.34% | Mar 31, 2024 |
| MASSMUTUAL SELECT FUNDS | 0.00% | 1,138 | - | - | Dec 31, 2023 |
| AMERICAN BEACON FUNDS | 0.00% | 3,784 | - | - | Feb 29, 2024 |
| JOHN HANCOCK VARIABLE INSURANCE TRUST | 0.00% | 2,049 | - | - | Mar 31, 2024 |
| EXCHANGE TRADED CONCEPTS TRUST | 0.00% | 5 | - | - | Feb 29, 2024 |
| PACIFIC SELECT FUND | 0.00% | 3,293 | - | - | Mar 31, 2024 |
| Bridge Builder Trust | 0.00% | 1,781 | - | - | Mar 31, 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 % |
|---|---|---|
| 30 Jun, 24 | 56 | -26.32% |
| 31 Mar, 24 | 76 | -7.32% |
| 31 Dec, 23 | 82 | - |
| 30 Sep, 23 | 82 | -4.65% |
| 30 Jun, 23 | 86 | 2.38% |
| 31 Mar, 23 | 84 | 3.70% |
| 31 Dec, 22 | 81 | 8.00% |
| 30 Sep, 22 | 75 | - |
| 30 Jun, 22 | 75 | 25.00% |
| 31 Mar, 22 | 60 | 9.09% |
| 31 Dec, 21 | 55 | 3.77% |
| 30 Sep, 21 | 53 | -13.11% |
| 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 | - |
| 30 Jun, 19 | 60 | 1.69% |
| 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 | -11.11% |
| 31 Mar, 17 | 54 | -5.26% |
| 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 | 5.36% |
| 30 Jun, 14 | 56 | 12.00% |
| 31 Mar, 14 | 50 | 16.28% |
| 31 Dec, 13 | 43 | -6.52% |
| 30 Sep, 13 | 46 | 1433.33% |
| 30 Jun, 13 | 3 | - |
As of 30 Jun 24, 56 institutions are holding Silvercrest Asset Management Group's shares, representing a decrease of -26.32% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 4,614,080 | -29.23% |
| 31 Mar, 24 | 6,520,018 | -1.50% |
| 31 Dec, 23 | 6,619,274 | 0.30% |
| 30 Sep, 23 | 6,599,258 | -1.51% |
| 30 Jun, 23 | 6,700,510 | -1.34% |
| 31 Mar, 23 | 6,791,771 | -0.58% |
| 31 Dec, 22 | 6,831,335 | -2.80% |
| 30 Sep, 22 | 7,027,892 | -2.70% |
| 30 Jun, 22 | 7,222,845 | 6.90% |
| 31 Mar, 22 | 6,756,834 | 1.65% |
| 31 Dec, 21 | 6,647,156 | 3.75% |
| 30 Sep, 21 | 6,406,964 | -2.52% |
| 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 | -2.39% |
| 30 Jun, 19 | 6,499,575 | -1.21% |
| 31 Mar, 19 | 6,579,510 | -1.12% |
| 31 Dec, 18 | 6,653,813 | -0.06% |
| 30 Sep, 18 | 6,657,839 | 1.43% |
| 30 Jun, 18 | 6,564,105 | 2.02% |
| 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 | 0.00% |
| 31 Mar, 17 | 5,950,143 | 0.36% |
| 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 | 14.24% |
| 30 Jun, 14 | 4,558,679 | -3.71% |
| 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 4.61M shares outstanding as of 30 Jun 24, down -29.23% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 48.67% | 1.00% |
| 31 Mar, 24 | 69.59% | 1.39% |
| 31 Dec, 23 | 70.76% | 1.45% |
| 30 Sep, 23 | 69.79% | 1.42% |
| 30 Jun, 23 | 70.17% | 1.39% |
| 31 Mar, 23 | 71.13% | 1.41% |
| 31 Dec, 22 | 71.14% | 1.39% |
| 30 Sep, 22 | 71.60% | 1.34% |
| 30 Jun, 22 | 73.05% | 1.56% |
| 31 Mar, 22 | 68.46% | 1.45% |
| 31 Dec, 21 | 68.71% | 1.57% |
| 30 Sep, 21 | 66.26% | 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 | 75.71% | 1.27% |
| 31 Mar, 19 | 77.23% | 1.23% |
| 31 Dec, 18 | 79.28% | 1.24% |
| 30 Sep, 18 | 80.00% | 1.28% |
| 30 Jun, 18 | 79.20% | 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% | 1.35% |
| 31 Mar, 17 | 73.65% | 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 30 Jun 24, Silvercrest Asset Management Group is held by 48.67% institutional shareholders, representing a 1.00% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 25 | - |
| 31 Mar, 24 | 25 | -34.21% |
| 31 Dec, 23 | 38 | 15.15% |
| 30 Sep, 23 | 33 | -8.33% |
| 30 Jun, 23 | 36 | -16.28% |
| 31 Mar, 23 | 43 | 16.22% |
| 31 Dec, 22 | 37 | -7.50% |
| 30 Sep, 22 | 40 | -23.08% |
| 30 Jun, 22 | 52 | 62.50% |
| 31 Mar, 22 | 32 | 68.42% |
| 31 Dec, 21 | 19 | 5.56% |
| 30 Sep, 21 | 18 | -37.93% |
| 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 | 9.38% |
| 30 Jun, 18 | 32 | 33.33% |
| 31 Mar, 18 | 24 | -20.00% |
| 31 Dec, 17 | 30 | 42.86% |
| 30 Sep, 17 | 21 | -12.50% |
| 30 Jun, 17 | 24 | 14.29% |
| 31 Mar, 17 | 21 | -36.36% |
| 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 | 13.79% |
| 30 Jun, 14 | 29 | 7.41% |
| 31 Mar, 14 | 27 | 8.00% |
| 31 Dec, 13 | 25 | -43.18% |
| 30 Sep, 13 | 44 | 1366.67% |
| 30 Jun, 13 | 3 | - |
25 institutional shareholders have increased their position in SAMG stock as of 30 Jun 24 compared to 25 in the previous quarter (a 0.00% increase).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 18 | -40.00% |
| 31 Mar, 24 | 30 | 20.00% |
| 31 Dec, 23 | 25 | - |
| 30 Sep, 23 | 25 | -26.47% |
| 30 Jun, 23 | 34 | 70.00% |
| 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 | 11.11% |
| 30 Jun, 19 | 18 | -5.26% |
| 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 | -7.69% |
| 30 Jun, 17 | 13 | -38.10% |
| 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 | - | - |
18 institutional shareholders have reduced their position in SAMG stock as of 30 Jun 24 compared to 30 in the previous quarter (a -40.00% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 56 | -26.32% | 4,614,080 | -29.23% | 48.67% | 1.00% | 25 | - | 18 | -40.00% |
| 31 Mar, 24 | 76 | -7.32% | 6,520,018 | -1.50% | 69.59% | 1.39% | 25 | -34.21% | 30 | 20.00% |
| 31 Dec, 23 | 82 | - | 6,619,274 | 0.30% | 70.76% | 1.45% | 38 | 15.15% | 25 | - |
| 30 Sep, 23 | 82 | -4.65% | 6,599,258 | -1.51% | 69.79% | 1.42% | 33 | -8.33% | 25 | -26.47% |
| 30 Jun, 23 | 86 | 2.38% | 6,700,510 | -1.34% | 70.17% | 1.39% | 36 | -16.28% | 34 | 70.00% |
| 31 Mar, 23 | 84 | 3.70% | 6,791,771 | -0.58% | 71.13% | 1.41% | 43 | 16.22% | 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 | 25.00% | 7,222,845 | 6.90% | 73.05% | 1.56% | 52 | 62.50% | 14 | -26.32% |
| 31 Mar, 22 | 60 | 9.09% | 6,756,834 | 1.65% | 68.46% | 1.45% | 32 | 68.42% | 19 | -17.39% |
| 31 Dec, 21 | 55 | 3.77% | 6,647,156 | 3.75% | 68.71% | 1.57% | 19 | 5.56% | 23 | 9.52% |
| 30 Sep, 21 | 53 | -13.11% | 6,406,964 | -2.52% | 66.26% | 1.43% | 18 | -37.93% | 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 | - | 6,344,047 | -2.39% | 71.52% | 1.25% | 24 | - | 20 | 11.11% |
| 30 Jun, 19 | 60 | 1.69% | 6,499,575 | -1.21% | 75.71% | 1.27% | 24 | 20.00% | 18 | -5.26% |
| 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 | 1.43% | 80.00% | 1.28% | 35 | 9.38% | 15 | -11.76% |
| 30 Jun, 18 | 64 | 23.08% | 6,564,105 | 2.02% | 79.20% | 1.28% | 32 | 33.33% | 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 | -12.50% | 12 | -7.69% |
| 30 Jun, 17 | 48 | -11.11% | 5,950,350 | 0.00% | 73.42% | 1.35% | 24 | 14.29% | 13 | -38.10% |
| 31 Mar, 17 | 54 | -5.26% | 5,950,143 | 0.36% | 73.65% | 1.35% | 21 | -36.36% | 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 | 5.36% | 5,207,776 | 14.24% | 68.67% | 1.87% | 33 | 13.79% | 18 | -10.00% |
| 30 Jun, 14 | 56 | 12.00% | 4,558,679 | -3.71% | 60.59% | 1.53% | 29 | 7.41% | 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 (48.67%), insiders (15.68%), and public (35.65%). The largest institutional shareholder of Silvercrest Asset Management Group is LONG PATH PARTNERS LP (9.92% 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, BLACKROCK INC., ROYCE & ASSOCIATES LP, VANGUARD GROUP INC, and PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.. The top five shareholders own together 33.33% of the company's share outstanding.
How many Silvercrest Asset Management Group shareholders are there?
As of Jun 2024, there are 56 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 940.8K shares of Silvercrest Asset Management Group, representing 9.92% of the company's total shares outstanding, valued at $14.67M (as of Jun 2024).
What percentage of Silvercrest Asset Management Group is owned by BLACKROCK INC?
As of Jun 2024, BLACKROCK INC holds 707.76K shares of Silvercrest Asset Management Group (SAMG), compromising 7.47% of the company, valued at $11.03M.
What percentage of Silvercrest Asset Management Group is owned by ROYCE & ASSOCIATES LP?
ROYCE & ASSOCIATES LP is the third largest holder of Silvercrest Asset Management Group. The company owns 550.24K of the company's shares outstanding (worth $8.58M).