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Disclosery

SAMG SILVERCREST ASSET MGMT GROUP

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COMMON STOCK (common), issuer CIK 1549966

73 managers (75 13F filers) reported a position in SAMG shares at 2024-12-31, 6,353,554 shares in all. 1 filer opened a position and 7 filers sold out during the quarter.

Managers
73
13F filers
75
New
1
Added
29
Reduced
22
Sold out
7
Shares held by filers
6,353,554

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

Each filer's latest stake. The shares are the aggregate the reporting persons state, which can include entities that file no 13F.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Long Path Partners LP940,798$17.3M5.61%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.822,142$15.1M<0.01%-9,15213F-HRTimelineGroup
ROYCE & ASSOCIATES LP580,000$10.7M0.1%-6,30013F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC553,408$10.2M<0.01%+35,60713F-HRTimelineGroup
PUNCH & ASSOCIATES INVESTMENT MANAGEMEN…429,880$7.91M0.43%-23,62013F-HRTimeline
Pacific Ridge Capital Partners, LLC231,303$4.25M0.98%-2,99813F-HRTimeline
Keeley-Teton Advisors, LLC228,457$4.2M0.49%013F-HRTimeline
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC223,974$4.12M<0.01%+55613F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP208,760$3.84M<0.01%+2,17513F-HRTimelineGroup
Boston Partnersin group Boston Trust Walden Corp208,072$3.83M<0.01%-4,31413F-HRTimelineGroup
Perritt Capital Management Inc163,872$3.01M1.57%-24,93913F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC162,905$3M0.07%-51513F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC157,537$2.9M<0.01%-5,90013F-HRTimeline
STATE STREET CORPin group STATE STREET CORP155,396$2.86M<0.01%+2,49813F-HRTimelineGroup
Diamond Hill Capital Management, LLC (I…125,695$2.31M0.01%+1,78113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY94,541$1.74M<0.01%+2,78713F-HR/ATimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP77,304$1.42M<0.01%+3,75113F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding65,063$1.2M-6,175Timeline
CITIGROUP INCin group CITIGROUP INC65,020$1.2M<0.01%+2,42313F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding64,459$1.19M-5,020Timeline
GLOBEFLEX CAPITAL L P63,521$1.17M0.1%013F-HRTimeline
Teton Advisors, Inc.59,400$1.09M0.56%-5,60013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC56,481$1.04M<0.01%-86813F-HRTimelineGroup
NOVARE CAPITAL MANAGEMENT LLC50,800$934K0.08%013F-HRTimeline
GAMCO Investors (Gabelli)group of 2 filers holding46,622$857K+1,522Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO35,583$654K<0.01%+14,97813F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC32,663$601K<0.01%+1,84913F-HR/ATimelineGroup
APPLETON PARTNERS INC/MA31,650$582K0.04%013F-HRTimeline
Fort Point Capital Partners LLC30,000$552K0.06%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/29,825$548K<0.01%+3,18513F-HRTimelineGroup
Koss-Olinger Consulting, LLC27,942$514K0.05%-1,61213F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co26,818$493K<0.01%+1,85713F-HRTimelineGroup
BRIDGEWAY CAPITAL MANAGEMENT, LLC25,202$463K0.01%-1,07513F-HRTimeline
MARTINGALE ASSET MANAGEMENT L P25,154$463K0.01%+2,70713F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp23,941$440K<0.01%-17,58813F-HRTimelineGroup
HM PAYSON & CO21,488$395K0.01%-26,70013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA21,350$393K<0.01%-47513F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC20,259$376K<0.01%-1,41713F-HRTimelineGroup
Nuveen Asset Management, LLCin group TIAA20,232$372K<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC19,856$365K<0.01%+8,31313F-HRTimeline
Connor, Clark & Lunn Investment Managem…16,430$302K<0.01%+1,78113F-HRTimeline
RHUMBLINE ADVISERS14,852$273K<0.01%+18213F-HR/ATimeline
ROBERTS GLORE & CO INC /IL/14,733$271K0.08%+30013F-HRTimeline
UBS Group AGin group UBS Group AG14,085$259K<0.01%+1,29213F-HRTimelineGroup
Clearstead Advisors, LLC13,136$242K<0.01%-9,04113F-HRTimeline
R Squared Ltd6,660$122K0.12%13F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\6,488$119K<0.01%013F-HR/ATimelineGroup
MetLife Investment Management, LLCin group MetLife Investment Management…5,754$106K<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN5,604$103K<0.01%+1,23613F-HRTimelineGroup
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…5,415$99.6K<0.01%+3313F-HRTimelineGroup
Corebridge Financial, Inc.in group Corebridge Financial, Inc.4,730$87K<0.01%-35713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,745$68.9K<0.01%+1,89913F-HR/ATimelineGroup
Guardian Wealth Management, Inc.2,891$53.2K0.04%+913F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND1,880$34.6K<0.01%013F-HR/ATimeline
Prestige Wealth Management Group LLC1,800$33.1K0.01%013F-HR/ATimeline
MEEDER ASSET MANAGEMENT INCin group Meeder Advisory Services, Inc.1,396$25.7K<0.01%013F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS1,367$25.1K<0.01%-70213F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc833$15.3K<0.01%013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…776$14.3K<0.01%+29713F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…744$13.7K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC738$13.6K<0.01%-6713F-HRTimelineGroup
CALIFORNIA STATE TEACHERS RETIREMENT SY…689$12.7K<0.01%013F-HR/ATimeline
AMALGAMATED BANK344$6K<0.01%013F-HRTimeline
Sterling Capital Management LLC323$5.94K<0.01%+29313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management200$3.68K<0.01%013F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…185$3.39K<0.01%+7013F-HRTimelineGroup
Piscataqua Savings Bank125$2.3K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC83$2K<0.01%+1113F-HRTimelineGroup
SBI Securities Co., Ltd.80$1.47K<0.01%13F-HRTimeline
Riverview Trust Co39$717<0.01%013F-HRTimeline
First Horizon Advisors, Inc.33$615<0.01%013F-HRTimeline
Covestor Ltd23$00%+1213F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.

Events

  • Equinox Partners Investment Management LLC and 2 other reporting persons reported 554,736 SAMG shares, 7.1% of the class, as of 2026-09-23, in a 13D filed 2026-09-30. 0001013594-26-000998

    Accepted , ingested