TMLCX
SEI Institutional Managed Trust Tax-Managed Large Cap Fund Class F
1W: -1.1%
1M: -1.7%
3M: +0.8%
YTD: +9.2%
1Y: +10.8%
3Y: +61.7%
5Y: +57.7%
$44.91
+0.30 (+0.67%)
Weekly Expected Move ±1.3%
$43
$44
$45
$45
$46
Institutional Ownership — TMLCX
3
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
3M
Total Invested
1
New Positions
1
Increased
0
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (3 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Wealthspire Advisors, LLC NEW | 70,947 | 3M | — | +0.0% | 1Q | SEC ↗ |
| 2 | OAKWORTH CAPITAL, INC. | 3,094 | 139K | +5 | +0.2% | 4Q | SEC ↗ |
| 3 | ADIRONDACK TRUST CO | 262 | 12K | — | +0.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (1)
| Holder | Shares | Value |
|---|---|---|
| Wealthspire Advisors, LLC | 70,947 | 3M |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (1)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| OAKWORTH CAPITAL, INC. | +5 | +0.2% | 3,094 |
Biggest Decreases (0)
None.