SEI Investments Co. 

PA

  SEC # 350894

        

Click to view...

Registrant

About

Filings

Files

Relationships

Names

Topics

Web

1,734  SEC Filings   from  2/14/95  to  4/15/24  (7 Days Ago)

List All Filings	or	Filer / Offerer   Owner / Insider   Issuer / Subject Company   Filing Agent
Most-Recent Filing:		‘ARS’ — Annual Report to Security Holders — for 12/31/23 — Filed as:  Filer / Offerer
New-Filing E-Mail:			Send me notifications of all Filings involving  SEI Investments Co.

in

the most-recent Filings. all 1,734 Filings. an “Entity” Search.

Show

Documents with “hits” Documents searched

and

each “hit”. the 1st “hit”.

↓↑Hints

Forms , Documents & Exhibits  in  420 Filings  Filed as:  Filer / Offerer  or  Owner / Insider

        

Latest Filing			Type		Category	Description		Documents
4/15/24			ARS		Update:		Annual Reports to Security Holders	3
4/15/24			DEF 14A		Proxy:		Definitive Proxy Statements — Schedule 14A    — Financial Reports	30
3/1/24			8-K		Update:		Current Reports — Form 8-K — Press Releases & Conference Calls  — Financial Reports	163
					8-K Items:
4/18/23	OLD		Business & Operations:			•	Entry into a Material Definitive Agreement — Item 1.01  OLD  — ↓‘EX-10’	17
1/31/24			Financial Info:			•	Results of Operations and Financial Condition — Item 2.02 — Financial Reports	53
4/18/23	OLD		"			•	Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant — Item 2.03  OLD  — ↓‘EX-10’	14
2/1/24			Securities & Trading:			•	Notice of Delisting or Failure to Satisfy a Continued Listing Rule or Standard; Transfer of Listing — Item 3.01	1
1/6/09	OLD		"			•	Material Modifications to Rights of Security Holders — Item 3.03  OLD  — ↓‘EX-4’	1
3/7/14	OLD		Accountants & Accounting:			•	Changes in Registrant’s Certifying Accountant — Item 4.01  OLD  — ↓‘EX-16’	1
3/1/24			Governance & Management:			•	Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers — Item 5.02 — List of Directors & Officers	18
4/4/22	OLD		"			•	Amendments to Articles of Incorporation or Bylaws; Change in Fiscal Year — Item 5.03  OLD  — ↓‘EX-3’	3
6/1/23			"			•	Submission of Matters to a Vote of Security Holders — Item 5.07	14
2/21/24			Disclosures:			•	Regulation FD Disclosure — Item 7.01 — ↓‘EX-99’	13
12/18/23			Events:			•	Other Events — Item 8.01	66
3/1/24			Financials:			•	Financial Statements and Exhibits — Item 9.01 — Financial Reports	138
2/22/24			10-K		Update:		Annual Reports — Form 10-K — Financial Reports	30
2/14/24			13F-HR		Ownership:		Quarterly Holdings and Combination Reports by Money Managers — Form 13F — Assets Under Management	42
11/1/23			4		Ownership:		Statement of Changes in Beneficial Ownership of Securities by an Insider — Form 4	1
10/27/23			10-Q		Update:		Quarterly Reports — Form 10-Q — Financial Reports	89
10/17/23			3		Ownership:		Initial Statement of Beneficial Ownership of Securities by an Insider — Form 3	1
6/22/23			11-K		Update:		Annual Reports by Employee Stock Purchase, Savings and Similar Plans — Form 11-K	27
5/14/20	OLD		DEFA14A		Proxy:		Definitive Additional Proxy Soliciting Materials — Schedule 14A  OLD	3
5/5/16	OLD		13F-NT		Ownership:		Quarterly Holdings Notices by Money Managers — Form 13F  OLD  — Assets Under Management	2
1/14/16	OLD		CORRESP		Comment:		Comment-Response and Other Letters to the SEC  [ a.k.a. COVER ]  OLD  — All Correspondence with the SEC	15
7/24/14	OLD		S-8		Registration:		Registration Statements – Securities for Certain Employee Benefit Plans — Form S-8  OLD	6
1/7/09	OLD		8-A12B		Registration:		Registration Statements for Certain Classes of Securities — Form 8-A  OLD	3
6/29/05	OLD		NT 11-K		Update:		Notice of a Late Filing of a Form 11-K Annual Report — Form 12b-25  OLD	1
1/18/01	OLD		DEFS14A		Proxy:		Definitive Proxy Statement – Special Meeting — Schedule 14A  OLD	1
1/8/01	OLD		PRES14A		Proxy:		Preliminary Proxy Statement – Special Meeting — Schedule 14A  OLD	1
7/13/99	OLD		RW		Registration:		Registration Withdrawal Request  OLD	1
6/16/99	OLD		8-A12G		Registration:		Registration Statement for a Class of Securities — Form 8-A  OLD	1
3/27/98	OLD		10-K405		Update:		Annual Report — Reg. S-K – Item 405 — Form 10-K  OLD	1
					Form-Specific Documents:
2/14/24			INFO-TABLE		Portfolio Securities Holdings – Info Tables — Form 13F — Assets Under Management			42
					General Exhibits:
3/1/24			EX-10		Material Contracts			90
2/20/24			EX-97		Clawback Policy re: Recovery of Erroneously Awarded Compensation			1
2/20/24			EX-23		Consents of Experts and Counsel			80
2/20/24			EX-21		Subsidiaries Lists			29
7/24/14	OLD		EX-5		Opinions of Counsel re: Legality  OLD			5
2/24/11	OLD		EX-3		Articles of Incorporation/Organization and Bylaws  OLD			8
1/6/09	OLD		EX-4		Instruments, Including Indentures, Defining the Rights of Security Holders  OLD			2
3/15/04	OLD		EX-14		Code of Ethics  OLD			1
					Additional Exhibits:
2/22/24			EX-99		Miscellaneous Exhibits, such as Press Releases — Press Releases & Conference Calls			223
					Financials:
4/15/24			XML  &  R#		IDEA Financial Reports Info    — Financial Reports			3,686
4/15/24			EX-101.*		XBRL Data  (XBRL Files)			471
4/15/24			JSON		XBRL Instances as JavaScript Object Notation Data  (JSON Files)			75
4/15/24			ZIP		XBRL Zipped Folders   (Folders of XBRL Files)			104
3/1/24			EXCEL		IDEA Workbooks of Financial Reports Info — Workbooks of Financial Reports			110
2/22/24			EX-31		Certifications — §302 – SOA’02			172
2/20/24			EX-32		Certifications — §906 – SOA’02			86
3/7/14	OLD		EX-16		Letters re: Changes in Accountants  OLD			5
3/29/01	OLD		EX-27		Financial Data Schedules {Pre-XBRL}  OLD  — Financial Reports			32
11/12/97	OLD		EX-11		Statements re: Computations of Earnings Per Share  OLD			9
					Graphics:
4/15/24			GRAPHIC		Photos, Images and Graphs			1,014

History as a Money Manager:  Assets Under Management  ·  Related Money Managers

As Of			Quarter (Ended)		Holdings Form 13F				Assets (Millions)		Reporting Manager Manager with whom Investment Discretion is Shared
4/19/24			3/31/24		3	of	13		$265			Maple-Brown Abbott Ltd.
2/14/24			12/31/23		64	of	303		$46,023		MN	Cahill Financial Advisors Inc.
2/12/24			12/31/23		339	of	1,287		$39,650		MA	Martingale Asset Management LP
2/2/24			12/31/23		88	of	144		$1,438,321		MA	Leeward Investments, LLC – MA
1/19/24			12/31/23		100	of	454		$618,416		PA	Copeland Capital Management, LLC
7/14/23			6/30/23		NA	of	210		NA		OR	My Legacy Advisors, LLC
2/1/23			12/31/22		NA	of	1		NA		FL	Kawa Capital Management, Inc.
1/29/21			12/31/20		NA	of	204		NA		IN	StrategIQ Financial Group, LLC [ formerly Strategic Financial Group, LLC ]
2/11/19			12/31/18		62	of	3,866		$444		NY	OppenheimerFunds, Inc.
1/18/19			12/31/18		NA	of	272		NA		NY	Altium Wealth Management LLC
5/15/18			3/31/18		7	of	5,709		$8		IL	Guggenheim Capital LLC
11/14/16			9/30/16		358	of	1,106		$1,673		CA	Analytic Investors, LLC

Forms , Documents & Exhibits  in  1,314 Filings  Filed re:  Issuer / Subject Company

        

List all Money Managers that own this Security Issuer:  CUSIP 784117

        

Latest Filing			Type		Category	Description		Documents
4/1/24			4		Ownership:		Statements of Changes in Beneficial Ownership of Securities by Insiders — Form 4	1,159
3/28/24			3		Ownership:		Initial Statements of Beneficial Ownership of Securities by Insiders — Form 3	25
3/26/24			144		Ownership:		Notices of Proposed Sales of Securities by Insiders — Form 144	21
2/13/24			SC 13G		Ownership:		Statements of Acquisitions of Beneficial Ownership by “Passive” Investors — Schedule 13G	61
8/3/23			5		Ownership:		Annual Statements of Changes in Beneficial Ownership of Securities by Insiders — Form 5	24
4/13/10	OLD		SC 13D		Ownership:		Statements of Acquisitions of Beneficial Ownership by “Active” Investors — Schedule 13D  OLD	5
					Letters:
2/5/16	OLD		LETTER		Comment and Other Letters from the SEC  [ a.k.a. UPLOAD ]  OLD  — All Correspondence with the SEC			19
					General Exhibits:
4/1/24			EX-24		Powers of Attorney			74
					Additional Exhibits:
4/13/10	OLD		EX-99		Miscellaneous Exhibits, such as Press Releases  OLD			10

        

Filings History

Year		# of Filings
2024		32
2023		108
2022		36
2021		61
2020		61
2019		61
2018		67
2017		84
2016		70
2015		86
2014		102
2013		63
2012		68
2011		60
2010		72
2009		92
2008		127
2007		71
2006		94
2005		78
2004		114
2003		58
2002		10
2001		10
2000		7
1999		12
1998		9
1997		8
1996		8
1995		5