Silvercrest Asset Management Group Inc.
SAMG- Exchange
- Nasdaq
- Industry
- Investment Advice
- SEC CIK
- 0001549966
No open-market purchases or sales by Silvercrest Asset Management Group Inc. insiders were filed in the last 90 days; 98 institutions reported holding it in 13F filings for Q2 2026, worth $46.9M in total; no superinvestor holds it.
Q1 2024 vs. Q4 2023
How the institutions holding Silvercrest Asset Management Group Inc. changed between Q4 2023 and Q1 2024.
All holders in Q1 2024All holders in Q4 2023
| Measure | Q4 2023 | Q1 2024 | Change |
|---|---|---|---|
| Holders | 82 | 77 | −5 |
| Shares | 6.62M | 6.51M | −107.3K (−1.6%) |
| Value | $112.5M | $102.9M | −$9.63M (−8.6%) |
New holders (6)
Institutions that held Silvercrest Asset Management Group Inc. at the end of Q1 2024 but not at the end of Q4 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Invesco Ltd. | 12,256 | $193.8K | 0.00% |
| Heron Bay Capital Management | 10,261 | $162.2K | 0.03% |
| First Personal Financial Services | 4,000 | $63.2K | 0.01% |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2 | $31 | 0.00% |
| CWM, LLC | 1 | $0 | 0.00% |
| Jamison Private Wealth Management, Inc. | 2,500 | $0 | 0.00% |
Sold out (11)
Institutions that held Silvercrest Asset Management Group Inc. at the end of Q4 2023 and filed for Q1 2024 without it.
| Institution | Shares, Q4 2023 | Value, Q4 2023 |
|---|---|---|
| Ameriprise Financial Inc | 50,940 | $866.0K |
| Koss-Olinger Consulting, LLC | 22,992 | $391.0K |
| STRS Ohio | 18,800 | $319.0K |
| Mesirow Financial Investment Management, Inc. | 13,798 | $240.5K |
| Capital Management Corp | 13,330 | $226.6K |
| Virtu Financial LLC | 10,865 | $185.0K |
| West Tower Group, LLC | 2,268 | $38.6K |
| Toth Financial Advisory Corp | 1,800 | $30.6K |
| The PNC Financial Services Group, Inc. | 1,000 | $17.0K |
| Scarborough Advisors, LLC | 484 | $8.23K |
| GAMMA Investing LLC | 17 | $284 |