SILVERCREST ASSET MGMT GROUP shareholder history

Current and past SILVERCREST ASSET MGMT GROUP shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Boston Partners 41410.00%0.01%0.01%Q3 2013Q3 202341
BANC FUNDS CO LLC 41410.08%0.44%0.78%Q3 2013Q3 202341
GEODE CAPITAL MANAGEMENT, LLC 41410.00%0.00%0.00%Q3 2013Q3 202341
PERRITT CAPITAL MANAGEMENT INC 41410.64%1.60%2.74%Q3 2013Q3 202341
VANGUARD GROUP INC 41410.00%0.00%0.00%Q3 2013Q3 202341
ROYCE & ASSOCIATES LP 41410.02%0.07%0.12%Q3 2013Q3 202341
MORGAN STANLEY 41410.00%0.00%0.00%Q3 2013Q3 202341
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 39390.26%0.48%0.76%Q1 2014Q3 202339
CITIGROUP INC 3270.00%0.00%0.00%Q3 2013Q3 202339
Renaissance Technologies 39390.00%0.00%0.01%Q1 2014Q3 202339
DEUTSCHE BANK AG\ 3360.00%0.00%0.00%Q3 2013Q3 202339
DIMENSIONAL FUND ADVISORS LP 39390.00%0.00%0.00%Q1 2014Q3 202339
WELLS FARGO & COMPANY/MN 3510.00%0.00%0.00%Q3 2013Q3 202339
BRIDGEWAY CAPITAL MANAGEMENT, LLC 38380.01%0.01%0.02%Q2 2014Q3 202338
Bank of New York Mellon Corp 38380.00%0.00%0.00%Q2 2014Q3 202338
NORTHERN TRUST CORP 3080.00%0.00%0.00%Q3 2013Q3 202338
STATE STREET CORP 3070.00%0.00%0.00%Q3 2013Q3 202337
PANAGORA ASSET MANAGEMENT INC 3060.00%0.00%0.01%Q1 2014Q3 202336
BANK OF AMERICA CORP /DE/ 3020.00%0.00%0.00%Q4 2013Q3 202336
Teton Advisors, Inc. 35350.07%0.16%0.38%Q1 2015Q3 202335
BARCLAYS PLC 1970.00%0.00%0.00%Q3 2013Q3 202335
BNP PARIBAS FINANCIAL MARKETS 3010.00%0.00%0.00%Q1 2014Q3 202334
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 2060.00%0.00%0.00%Q3 2013Q3 202333
AMERICAN INTERNATIONAL GROUP, INC. 2060.00%0.00%0.00%Q4 2013Q3 202332
Tower Research Capital LLC (TRC) 710.00%0.00%0.01%Q3 2013Q3 202331
BlackRock Inc. 30300.00%0.00%0.00%Q2 2016Q3 202330
UBS Group AG 1210.00%0.00%0.00%Q4 2014Q3 202330
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 2460.00%0.00%0.01%Q4 2015Q3 202330
VICTORY CAPITAL MANAGEMENT INC 2090.00%0.00%0.00%Q2 2015Q4 202229
JPMORGAN CHASE & CO 2410.00%0.00%0.00%Q1 2016Q3 202328
CADENCE CAPITAL MANAGEMENT LLC 28280.03%0.11%0.27%Q4 2013Q3 202028
Pacific Ridge Capital Partners, LLC 28280.26%1.18%1.65%Q4 2016Q3 202328
NEW YORK STATE COMMON RETIREMENT FUND 2010.00%0.00%0.00%Q2 2015Q3 202327
Keeley-Teton Advisors, LLC 27270.13%0.31%0.54%Q1 2017Q3 202327
MENDON CAPITAL ADVISORS CORP 26260.25%0.87%1.46%Q2 2013Q3 201926
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1260.00%0.00%0.00%Q3 2013Q3 202325
Legal & General Group Plc 1860.00%0.00%0.00%Q4 2016Q3 202324
Ameritas Investment Partners, Inc. 1760.00%0.00%0.00%Q1 2017Q3 202323
Granite Investment Partners, LLC 22220.01%0.07%0.13%Q2 2014Q3 201922
Russell Investments Group, Ltd. 1930.00%0.01%0.01%Q4 2016Q3 202322
ACADIAN ASSET MANAGEMENT LLC 920.00%0.00%0.00%Q2 2014Q3 202221
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
ROYAL BANK OF CANADA 820.00%0.00%0.00%Q1 2015Q3 202321
Prestige Wealth Management Group LLC 20200.01%0.01%0.02%Q4 2018Q3 202320
TIAA CREF INVESTMENT MANAGEMENT LLC 1280.00%0.00%0.00%Q3 2013Q1 201920
TEACHERS ADVISORS, LLC 1280.00%0.00%0.00%Q3 2013Q1 201920
GOLDMAN SACHS GROUP INC 1510.00%0.00%0.00%Q3 2013Q2 202319
MEEDER ASSET MANAGEMENT INC 1540.00%0.00%0.00%Q1 2017Q4 202119
WELLINGTON MANAGEMENT GROUP LLP 19190.00%0.00%0.00%Q1 2018Q3 202219
Hillsdale Investment Management Inc. 1710.00%0.06%0.10%Q2 2016Q2 202218
RMB Capital Management, LLC 18180.04%0.10%0.19%Q3 2014Q4 201818
STRS OHIO 1110.00%0.00%0.00%Q3 2013Q3 202318
HM PAYSON & CO 18180.00%0.00%0.01%Q2 2019Q3 202318
RHUMBLINE ADVISERS 1060.00%0.00%0.00%Q4 2018Q3 202316
ROBERTS GLORE & CO INC /IL/ 16160.05%0.07%0.09%Q4 2019Q3 202316
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
BlackRock Investment Management, LLC 14140.00%0.00%0.00%Q3 2013Q4 201614
FMR LLC 620.00%0.00%0.00%Q3 2018Q3 202314
BlackRock Fund Advisors 14140.00%0.00%0.00%Q3 2013Q4 201614
KEELEY ASSET MANAGEMENT CORP 14140.01%0.12%0.22%Q3 2013Q4 201614
Nuveen Asset Management, LLC 860.00%0.00%0.00%Q2 2019Q3 202314
Forward Management, LLC 14140.01%0.08%0.12%Q3 2013Q4 201614
BlackRock Institutional Trust Company, N.A. 14140.00%0.00%0.00%Q3 2013Q4 201614
MALTESE CAPITAL MANAGEMENT LLC 14140.04%0.37%0.65%Q3 2013Q4 201614
MILLENNIUM MANAGEMENT LLC 410.00%0.00%0.00%Q2 2015Q3 202313
FEDERATED HERMES, INC. 710.00%0.00%0.00%Q4 2017Q2 202213
Nationwide Fund Advisors 760.00%0.00%0.01%Q3 2013Q3 201713
GOLDEN GATE PRIVATE EQUITY, INC. 12120.04%0.14%0.24%Q4 2020Q3 202312
Hanlon Investment Management, Inc. 840.02%0.07%0.18%Q2 2016Q4 202012
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 12120.01%0.01%0.03%Q4 2020Q3 202312
MANUFACTURERS LIFE INSURANCE COMPANY, THE 1110.00%0.00%0.00%Q3 2013Q1 201712
CARY STREET PARTNERS ASSET MANAGEMENT LLC 12120.39%0.51%0.70%Q4 2020Q3 202312
COMMUNITY TRUST & INVESTMENT CO 11110.26%0.80%1.20%Q3 2013Q1 201611
First Bank & Trust 11110.00%0.03%0.10%Q4 2016Q2 201911
BREMER TRUST NATIONAL ASSOCIATION 810.00%0.04%0.06%Q2 2014Q4 201811
Covington Capital Management 740.00%0.00%0.00%Q4 2018Q1 202211
RUSSELL FRANK CO/ 11110.00%0.00%0.00%Q3 2013Q1 201611
WASATCH ADVISORS LP 10100.01%0.04%0.04%Q3 2013Q4 201510
HANCOCK WHITNEY CORP 10100.00%0.01%0.01%Q1 2019Q2 202110
Invenomic Capital Management LP 10100.14%0.46%0.90%Q2 2021Q3 202310
GLOBEFLEX CAPITAL L P 10100.12%0.24%0.39%Q2 2021Q3 202310
CONTINENTAL ADVISORS LLC 10100.15%0.33%0.48%Q1 2015Q2 201710
TWO SIGMA INVESTMENTS, LP 910.00%0.00%0.00%Q3 2014Q3 202310
BLACKROCK ADVISORS LLC 730.00%0.00%0.00%Q3 2013Q4 201610
BANK OF MONTREAL /CAN/ 430.00%0.00%0.00%Q2 2018Q1 202110
CAPITAL MANAGEMENT CORP /VA 10100.66%2.16%3.34%Q2 2021Q3 202310
MUFG Americas Holdings Corp 990.00%0.00%0.00%Q3 2014Q3 20169
GREAT WEST LIFE ASSURANCE CO /CAN/ 630.00%0.00%0.00%Q1 2018Q2 20209
BAILARD, INC. 410.01%0.01%0.02%Q4 2017Q1 20219
TWO SIGMA ADVISERS, LP 990.00%0.00%0.00%Q3 2021Q3 20239
Spire Wealth Management 630.00%0.00%0.00%Q1 2021Q3 20239
Spark Investment Management LLC 720.01%0.02%0.02%Q4 2015Q3 20189
EMERALD MUTUAL FUND ADVISERS TRUST 990.05%0.08%0.10%Q2 2013Q2 20159
Ancora Advisors LLC 880.04%0.06%0.06%Q4 2021Q3 20238
Guardian Wealth Management, Inc. 880.04%0.07%0.08%Q4 2021Q3 20238
Hennion & Walsh Asset Management, Inc. 880.01%0.02%0.03%Q4 2021Q3 20238
Parallax Volatility Advisers, L.P. 880.00%0.00%0.00%Q3 2017Q2 20198
GUGGENHEIM CAPITAL LLC 770.00%0.00%0.00%Q3 2013Q1 20157
FIRST QUADRANT LLC/CA 520.00%0.01%0.01%Q2 2018Q1 20217
PUTNAM INVESTMENTS LLC 770.00%0.01%0.01%Q3 2013Q1 20157
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 770.01%0.04%0.06%Q1 2014Q3 20157
RAYMOND JAMES & ASSOCIATES 770.00%0.00%0.01%Q3 2013Q1 20157
TOTH FINANCIAL ADVISORY CORP 770.00%0.00%0.01%Q1 2022Q3 20237
LORD, ABBETT & CO. LLC 770.00%0.02%0.03%Q3 2013Q1 20157
Long Path Partners LP 664.04%5.22%6.24%Q2 2022Q3 20236
HSBC HOLDINGS PLC 310.00%0.00%0.00%Q3 2019Q1 20236
AMERIPRISE FINANCIAL INC 660.00%0.00%0.00%Q2 2022Q3 20236
Mesirow Financial Investment Management, Inc. 420.95%1.15%1.28%Q3 2020Q3 20236
NOVARE CAPITAL MANAGEMENT LLC 660.03%0.08%0.11%Q2 2022Q3 20236
AMALGAMATED BANK 660.00%0.00%0.00%Q2 2022Q3 20236
DIVIDEND ASSETS CAPITAL, LLC 660.00%0.00%0.00%Q1 2015Q2 20166
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 660.00%0.02%0.12%Q2 2022Q3 20236
ALPINE WOODS CAPITAL INVESTORS, LLC 420.01%0.02%0.04%Q4 2013Q2 20156
FIRST MANHATTAN CO. LLC. 660.00%0.00%0.00%Q3 2013Q4 20146
DENALI ADVISORS LLC 660.01%0.04%0.10%Q2 2022Q3 20236
First Horizon Advisors, Inc. 550.00%0.00%0.00%Q3 2022Q3 20235
1919 Investment Counsel, LLC 550.00%0.00%0.00%Q3 2013Q3 20145
Covestor Ltd 550.00%0.00%0.00%Q3 2022Q3 20235
Scepter Holdings, Inc. 550.13%0.23%0.31%Q3 2013Q3 20145
ENVESTNET ASSET MANAGEMENT INC 550.00%0.00%0.00%Q2 2022Q2 20235
RITHOLTZ WEALTH MANAGEMENT 550.01%0.01%0.02%Q3 2022Q3 20235
DELPHI MANAGEMENT INC /MA/ 410.16%0.30%0.43%Q1 2021Q4 20225
Stone Ridge Asset Management LLC 550.01%0.01%0.01%Q4 2017Q4 20185
Acrospire Investment Management LLC 550.02%0.03%0.06%Q1 2016Q1 20175
Hilton Capital Management, LLC 550.02%0.02%0.02%Q2 2018Q2 20195
Allspring Global Investments Holdings, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Dorsey Wright & Associates 410.01%0.01%0.01%Q2 2022Q3 20235
Spectrum Financial Alliance Ltd LLC 440.01%0.01%0.01%Q1 2018Q4 20184
STIFEL FINANCIAL CORP 440.00%0.00%0.00%Q2 2021Q1 20224
HRT FINANCIAL LP 310.00%0.00%0.00%Q2 2021Q2 20224
ALLIANCEBERNSTEIN L.P. 310.00%0.00%0.00%Q3 2013Q1 20154
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 440.01%0.01%0.01%Q3 2022Q2 20234
MetLife Investment Management, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Advisor Group, Inc. 440.00%0.00%0.00%Q2 2016Q1 20174
APPLETON PARTNERS INC/MA 440.04%0.05%0.05%Q1 2023Q4 20234
Millington Financial Advisors, LLC 440.94%1.08%1.17%Q4 2022Q3 20234
LADENBURG THALMANN FINANCIAL SERVICES INC. 310.00%0.00%0.00%Q3 2018Q4 20194
FIRST TRUST ADVISORS LP 440.00%0.00%0.00%Q3 2022Q2 20234
METROPOLITAN LIFE INSURANCE CO/NY 440.00%0.00%0.00%Q4 2022Q3 20234
Koss-Olinger Consulting, LLC 440.03%0.03%0.04%Q4 2022Q3 20234
Redhawk Wealth Advisors, Inc. 330.06%0.07%0.08%Q1 2022Q3 20223
FolioMetrix LLC 330.05%0.07%0.09%Q4 2014Q2 20153
Penn Capital Management Company, LLC 330.05%0.07%0.09%Q3 2013Q1 20143
STONERIDGE INVESTMENT PARTNERS LLC 330.02%0.03%0.03%Q2 2014Q4 20143
NewEdge Advisors, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
Verition Fund Management LLC 330.00%0.00%0.00%Q2 2021Q4 20213
First Personal Financial Services 330.01%0.01%0.01%Q1 2023Q3 20233
PNC FINANCIAL SERVICES GROUP, INC. 110.00%0.00%0.00%Q3 2017Q4 20223
SUSQUEHANNA INTERNATIONAL GROUP, LLP 330.00%0.00%0.00%Q3 2021Q1 20223
MARTINGALE ASSET MANAGEMENT L P 330.01%0.01%0.01%Q4 2013Q2 20143
DIAMOND HILL CAPITAL MANAGEMENT INC 330.00%0.01%0.01%Q1 2023Q3 20233
Yorktown Management & Research Co Inc 330.05%0.06%0.08%Q1 2019Q3 20193
FDx Advisors, Inc. 330.01%0.01%0.01%Q4 2015Q2 20163
Ergoteles LLC 220.01%0.01%0.02%Q2 2021Q3 20212
SEI INVESTMENTS CO 220.00%0.00%0.00%Q3 2018Q4 20182
CAPTRUST FINANCIAL ADVISORS 110.01%0.01%0.01%Q4 2019Q2 20202
Emerald Acquisition Ltd. 220.00%0.00%0.00%Q2 2016Q3 20162
EAM Investors, LLC 220.19%0.22%0.26%Q1 2022Q2 20222
Long Path Partners Fund, LP 223.04%3.73%4.41%Q4 2021Q1 20222
UBS AG 220.00%0.00%0.00%Q1 2014Q2 20142
BRINKER CAPITAL INC 220.00%0.01%0.02%Q4 2016Q1 20172
BALYASNY ASSET MANAGEMENT L.P. 220.00%0.00%0.00%Q1 2022Q2 20222
PRELUDE CAPITAL MANAGEMENT, LLC 220.00%0.01%0.01%Q4 2017Q1 20182
Fisher Asset Management, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
CREDIT SUISSE AG/ 220.00%0.00%0.00%Q2 2022Q3 20222
Janney Montgomery Scott LLC 110.00%0.00%0.00%Q3 2019Q2 20212
Ativo Capital Management LLC 220.26%0.28%0.31%Q2 2018Q3 20182
SCHRODER INVESTMENT MANAGEMENT GROUP 220.00%0.00%0.00%Q4 2020Q1 20212
Channing Capital Management, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
ExodusPoint Capital Management, LP 110.01%0.01%0.01%Q2 2021Q1 20222
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 220.02%0.02%0.02%Q1 2016Q2 20162
Piscataqua Savings Bank 220.00%0.00%0.00%Q2 2023Q3 20232
Cannell Capital 220.12%0.13%0.14%Q4 2020Q1 20212
Citadel Advisors 110.00%0.00%0.00%Q2 2022Q3 20232
Ground Swell Capital, LLC 220.01%0.01%0.01%Q2 2014Q3 20142
KORNITZER CAPITAL MANAGEMENT INC /KS 220.00%0.00%0.00%Q2 2013Q3 20132
FIFTH THIRD BANCORP 110.00%0.00%0.00%Q2 2017Q2 20171
Steward Financial Group LLC 110.00%0.00%0.00%Q3 2023Q3 20231
IFP Advisors, Inc 110.00%0.00%0.00%Q3 2023Q3 20231
LOS ANGELES CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q1 2021Q1 20211
GABELLI FUNDS LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Bruderman Asset Management, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
DEERE & CO 110.01%0.01%0.01%Q3 2016Q3 20161
EAGLE GLOBAL ADVISORS LLC 110.01%0.01%0.01%Q3 2016Q3 20161
US BANCORP \DE\ 110.00%0.00%0.00%Q4 2017Q4 20171
WEDGE CAPITAL MANAGEMENT L L P/NC 110.00%0.00%0.00%Q1 2015Q1 20151
Corsair Capital Management 110.10%0.10%0.10%Q4 2022Q4 20221
Grandeur Peak Global Advisors, LLC 110.04%0.04%0.04%Q3 2022Q3 20221
Bremer Bank National Association 110.00%0.00%0.00%Q1 2019Q1 20191
Twin Tree Management, LP 110.00%0.00%0.00%Q3 2019Q3 20191
State of Wyoming 110.00%0.00%0.00%Q2 2021Q2 20211
Glassy Mountain Advisors, Inc. 110.08%0.08%0.08%Q4 2022Q4 20221
Alpine Global Management, LLC 110.02%0.02%0.02%Q2 2015Q2 20151
Virtus Fund Advisers, LLC 110.00%0.00%0.00%Q2 2014Q2 20141
Tibra Equities Europe Ltd 110.10%0.10%0.10%Q2 2021Q2 20211
Meridian Wealth Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Garrett Wealth Advisory Group, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
SHIKIAR ASSET MANAGEMENT INC 110.06%0.06%0.06%Q3 2020Q3 20201
DEPRINCE RACE & ZOLLO INC 110.00%0.00%0.00%Q1 2016Q1 20161
SIMPLEX TRADING, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
CHARTWELL INVESTMENT PARTNERS/PA 110.04%0.04%0.04%Q3 2013Q3 20131
Squarepoint Ops LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Steward Partners Investment Advisory, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
PIEDMONT INVESTMENT ADVISORS INC 110.00%0.00%0.00%Q2 2018Q2 20181
Sepio Capital, LP 110.02%0.02%0.02%Q4 2018Q4 20181
Kingsview Wealth Management, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
EXCHANGE TRADED CONCEPTS, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
West Tower Group, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Catalyst Capital Advisors LLC 110.47%0.47%0.47%Q3 2013Q3 20131
Walleye Trading LLC 110.00%0.00%0.00%Q3 2015Q3 20151
Pointe Capital Management LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Invesco Ltd. 110.00%0.00%0.00%Q4 2022Q4 20221
External links

This page lists all the filers that currently own SILVERCREST ASSET MGMT GROUP or have owned SILVERCREST ASSET MGMT GROUP in the past.