— Know what they know.
Not Investment Advice

SAMG Smart Money

Silvercrest Asset Management Group Inc.
1W: +2.3% 1M: +7.9% 3M: +3.8% YTD: -31.6% 1Y: -29.6% 3Y: -27.4% 5Y: -20.1%
$10.54
+0.05 (+0.48%)
 
Weekly Expected Move ±4.7%
$10 $10 $11 $11 $12
NASDAQ · Financial Services · Asset Management · Tech Score Buy · Power 64 · $81.0M mcap · 7M float · 0.998% daily turnover · Short 71% of daily vol

🏦 Institutional Activity

Latest: Q2 2026
109
Institutions Holding
+10 vs prior
58.1%
Ownership
-17.30%
17 New
32 Increased
39 Reduced
8 Closed

👔 Insider Trades

9 records
Date Name Title Type Shares Price Value Filing
2026-05-06 Burns Richard Jonathan director A-Grant/Award 4,322 $— $0 Filing
2026-05-06 Romfo Darla director A-Grant/Award 4,322 $— $0 Filing
2026-05-06 Dunn Brian D director A-Grant/Award 10,432 $— $0 Filing
2025-12-01 Gray John Allen officer: managing director P-Purchase 1,285 $13.85 $18K Filing
2025-11-28 Gray John Allen officer: managing director P-Purchase 5,500 $13.83 $76K Filing
2025-11-26 Gray John Allen officer: managing director P-Purchase 15,000 $13.66 $205K Filing
2025-05-05 Burns Richard Jonathan director A-Grant/Award 3,155 $— $0 Filing
2025-05-05 Dunn Brian D director A-Grant/Award 7,571 $— $0 Filing
2025-05-05 Romfo Darla director A-Grant/Award 3,155 $— $0 Filing

🏛️ Congressional Trades

0 records
Date Politician Chamber Type Amount Filing
No congressional trades found

🏦 Top Institutional Holders

20 holders
Holder Shares Value Date Reported Filing
BlackRock, Inc. 960,270 $10M +15,018 2026-06-30 Filing
Diamond Hill Capital Management, LLC (In 361,544 $4M +171,480 2026-06-30 Filing
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT 325,921 $3M +80,890 2026-06-30 Filing
VANGUARD CAPITAL MANAGEMENT LLC 312,873 $3M -3,216 2026-06-30 Filing
Pacific Ridge Capital Partners, LLC 245,859 $2M +39,173 2026-06-30 Filing
GEODE CAPITAL MANAGEMENT, LLC 194,469 $2M +16,647 2026-06-30 Filing
DIMENSIONAL FUND ADVISORS LP 193,346 $2M -10,381 2026-06-30 Filing
MORGAN STANLEY 187,944 $2M +103,852 2026-06-30 Filing
STATE STREET CORP 184,498 $2M +14,928 2026-06-30 Filing
RENAISSANCE TECHNOLOGIES LLC 168,168 $2M +6,431 2026-06-30 Filing
ROYCE & ASSOCIATES LP 158,017 $2M -192,907 2026-06-30 Filing
GABELLI FUNDS LLC 152,188 $2M — 2026-06-30 Filing
GOLDMAN SACHS GROUP INC 135,395 $1M +15,780 2026-06-30 Filing
North Star Investment Management Corp. 110,000 $1M — 2026-06-30 Filing
HSBC HOLDINGS PLC 62,200 $636K -2,233 2026-06-30 Filing
Teton Advisors, LLC 53,500 $541K — 2026-06-30 Filing
NORTHERN TRUST CORP 51,146 $517K -1,245 2026-06-30 Filing
VANGUARD FIDUCIARY TRUST CO 50,518 $511K +328 2026-06-30 Filing
Boston Partners 48,861 $494K -194,061 2026-06-30 Filing
CM WEALTH ADVISORS LLC 45,305 $458K +45,305 2026-06-30 Filing

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms