主要股东
注:以下部分股东代表特定权益共同体,直接或间接持有上市公司股份
| 序号 | 股东名称 | 是否机构 | 持股数(股) | 持股比例 | 持股变动数(股) | 持股数变动比例 | 投票权比例 |
|---|---|---|---|---|---|---|---|
| 1 | Alfred P. West, Jr. | 否 | 2009.91万 | 12.40% | 新增 | 新增 | -- |
| 2 | Loomis, Sayles And Co., L.p. | 是 | 1586.28万 | 9.80% | 新增 | 新增 | -- |
| 3 | 贝莱德集团公司 | 是 | 1394.98万 | 8.60% | 新增 | 新增 | -- |
| 4 | 领航集团有限公司 | 是 | 1359.67万 | 8.40% | 新增 | 新增 | -- |
| 5 | William M. Doran | 否 | 976.75万 | 6.00% | 新增 | 新增 | -- |
内部人交易
| 日期 | 股东名称 | 变动股数(万股) | 交易后持股数量(万股) | 交易价格 | 是否直接持有 | 内部人类型 |
|---|---|---|---|---|---|---|
| 2025-12-30 | ROMEO CARMEN |
|
156.03 | 0.00 | 是 | -- |
| 2025-12-22 | DORAN WILLIAM |
|
62.38 | 83.85 | 是 | -- |
| 2025-12-12 | DORAN WILLIAM |
|
63.08 | -- | 是 | -- |
| 2025-12-12 | Brassington Jonathan |
|
0.62 | -- | 是 | -- |
| 2025-12-12 | ROMEO CARMEN |
|
157.58 | -- | 是 | -- |
| 2025-12-12 | MCCARTHY KATHRYN |
|
7.79 | -- | 是 | -- |
| 2025-12-12 | GUARINO CARL |
|
1.83 | -- | 是 | -- |
| 2025-12-12 | Risi Karin A. |
|
0.43 | -- | 是 | -- |
| 2025-12-12 | LANE MICHAEL |
|
4.20 | -- | 是 | Executive Vice President |
| 2025-12-12 | Naratil Thomas C. |
|
0.43 | -- | 是 | -- |
| 2025-12-12 | Sharma Sanjay |
|
3.23 | -- | 是 | -- |
| 2025-12-12 | Sharma Sanjay |
|
3.98 | -- | 是 | -- |
| 2025-12-12 | Denham Sean |
|
6.54 | -- | 是 | Executive Vice President, CFO |
| 2025-12-12 | Hicke Ryan |
|
19.72 | -- | 是 | CHIEF EXECUTIVE OFFICER |
| 2025-12-12 | Peterson Michael |
|
2.12 | -- | 是 | EXECUTIVE VICE PRESIDENT |
| 2025-12-12 | McCabe Philip |
|
7.10 | -- | 是 | -- |
| 2025-12-05 | McCabe Philip |
|
6.99 | 81.25 | 是 | Executive Vice President and Head of SEI's Investment Management Business |
| 2025-12-05 | Warner Mark Andrew |
|
0.09 | 81.25 | 是 | Chief Accounting Officer and Controller |
| 2025-12-05 | WEST ALFRED P JR |
|
694.17 | 81.25 | 是 | Executive Chairman |
| 2025-12-05 | Peterson Michael |
|
2.01 | 81.25 | 是 | EXECUTIVE VICE PRESIDENT |
| 2025-12-04 | McCabe Philip |
|
7.45 | 53.34 | 是 | Executive Vice President and Head of SEI's Investment Management Business |
| 2025-12-04 | McCabe Philip |
|
6.25 | 81.11 | 是 | Executive Vice President and Head of SEI's Investment Management Business |
| 2025-12-03 | WEST ALFRED P JR |
|
696.76 | 53.34 | 是 | Executive Chairman |
| 2025-12-03 | WEST ALFRED P JR |
|
694.28 | 80.87 | 是 | Executive Chairman |
| 2025-11-17 | DORAN WILLIAM |
|
62.85 | 53.34 | 是 | -- |
| 2025-11-12 | Peterson Michael |
|
3.85 | 54.34 | 是 | EXECUTIVE VICE PRESIDENT |
| 2025-11-12 | Peterson Michael |
|
1.35 | 84.21 | 是 | EXECUTIVE VICE PRESIDENT |
| 2025-11-11 | ROMEO CARMEN |
|
157.85 | 53.34 | 是 | -- |
| 2025-11-11 | ROMEO CARMEN |
|
157.35 | 84.01 | 是 | -- |
| 2025-10-24 | McCabe Philip |
|
6.25 | 53.34 | 是 | Executive Vice President and Head of SEI's Investment Management Business |
| 2025-09-29 | MCCARTHY KATHRYN |
|
8.56 | 53.34 | 是 | -- |
| 2025-09-29 | MCCARTHY KATHRYN |
|
7.56 | 85.66 | 是 | -- |
| 2025-09-23 | GUARINO CARL |
|
2.60 | 53.34 | 是 | -- |
| 2025-09-23 | GUARINO CARL |
|
1.60 | 86.41 | 是 | -- |
| 2025-09-16 | LANE MICHAEL |
|
3.31 | 86.60 | 是 | Executive Vice President |
| 2025-08-19 | Hicke Ryan |
|
18.88 | 49.63 | 是 | CHIEF EXECUTIVE OFFICER |
| 2025-08-19 | Hicke Ryan |
|
20.63 | 49.63 | 是 | CHIEF EXECUTIVE OFFICER |
| 2025-08-19 | Hicke Ryan |
|
17.13 | 88.30 | 是 | CHIEF EXECUTIVE OFFICER |
| 2025-08-05 | Peterson Michael |
|
1.42 | 61.81 | 是 | EXECUTIVE VICE PRESIDENT |
| 2025-08-05 | Peterson Michael |
|
1.35 | 88.69 | 是 | EXECUTIVE VICE PRESIDENT |
| 2025-07-31 | Peterson Michael |
|
1.82 | 61.81 | 是 | EXECUTIVE VICE PRESIDENT |
| 2025-07-31 | Peterson Michael |
|
1.35 | 88.51 | 是 | EXECUTIVE VICE PRESIDENT |
| 2025-07-29 | Warner Mark Andrew |
|
0.63 | 49.63 | 是 | Chief Accounting Officer and Controller |
| 2025-07-29 | Warner Mark Andrew |
|
0.13 | 88.75 | 是 | Chief Accounting Officer and Controller |
| 2025-07-22 | Risi Karin A. |
|
0.21 | -- | 是 | -- |
| 2025-07-22 | Naratil Thomas C. |
|
0.21 | -- | 是 | -- |
| 2025-05-28 | WEST ALFRED P JR |
|
700.37 | 85.78 | 是 | Executive Chairman |
| 2025-05-28 | WEST ALFRED P JR |
|
693.92 | 84.26 | 是 | Executive Chairman |
| 2025-05-28 | WEST ALFRED P JR |
|
693.76 | 85.21 | 是 | Executive Chairman |
| 2025-05-15 | Peterson Michael |
|
5.10 | 56.54 | 是 | EXECUTIVE VICE PRESIDENT |
| 2025-05-15 | Peterson Michael |
|
6.35 | 60.46 | 是 | EXECUTIVE VICE PRESIDENT |
| 2025-05-15 | Peterson Michael |
|
1.35 | 84.27 | 是 | EXECUTIVE VICE PRESIDENT |
| 2025-05-14 | Sharma Sanjay |
|
4.39 | 53.34 | 是 | Executive Vice President and Global Head of Private Banking & Wealth Management, SEI |
| 2025-05-14 | Sharma Sanjay |
|
2.39 | 83.40 | 是 | Executive Vice President and Global Head of Private Banking & Wealth Management, SEI |
| 2025-05-14 | Hicke Ryan |
|
19.23 | 53.34 | 是 | CHIEF EXECUTIVE OFFICER |
| 2025-05-14 | Hicke Ryan |
|
17.13 | 83.36 | 是 | CHIEF EXECUTIVE OFFICER |
| 2025-03-31 | Hicke Ryan |
|
16.83 | 77.11 | 是 | CHIEF EXECUTIVE OFFICER |
| 2025-03-18 | Denham Sean |
|
5.22 | 74.96 | 是 | Executive Vice President, CFO |
| 2025-03-05 | WEST ALFRED P JR |
|
707.87 | 76.28 | 是 | Executive Chairman |
| 2025-03-03 | Warner Mark Andrew |
|
0.38 | 53.34 | 是 | Chief Accounting Officer and Controller |
| 2025-03-03 | Warner Mark Andrew |
|
0.63 | 53.34 | 是 | Chief Accounting Officer and Controller |
| 2025-03-03 | Warner Mark Andrew |
|
0.13 | 80.39 | 是 | Chief Accounting Officer and Controller |
| 2025-03-03 | WEST ALFRED P JR |
|
720.11 | 78.82 | 是 | Executive Chairman |
| 2025-03-03 | WEST ALFRED P JR |
|
718.17 | 79.55 | 是 | Executive Chairman |
| 2025-03-03 | WEST ALFRED P JR |
|
716.01 | 80.30 | 是 | Executive Chairman |
| 2025-03-03 | WEST ALFRED P JR |
|
714.17 | 75.77 | 是 | Executive Chairman |
| 2025-03-03 | WEST ALFRED P JR |
|
709.39 | 76.49 | 是 | Executive Chairman |
| 2025-03-03 | WEST ALFRED P JR |
|
708.01 | 77.20 | 是 | Executive Chairman |
| 2024-12-31 | ROMEO CARMEN |
|
157.35 | 0.00 | 是 | -- |
| 2024-12-31 | DORAN WILLIAM |
|
61.85 | 0.00 | 是 | -- |
| 2024-12-13 | WEST ALFRED P JR |
|
729.82 | 85.64 | 是 | Executive Chairman |
| 2024-12-13 | WEST ALFRED P JR |
|
728.50 | 87.25 | 是 | Executive Chairman |
| 2024-12-13 | WEST ALFRED P JR |
|
728.55 | 86.22 | 是 | Executive Chairman |
| 2024-12-13 | WEST ALFRED P JR |
|
727.13 | 84.72 | 是 | Executive Chairman |
| 2024-12-13 | WEST ALFRED P JR |
|
723.67 | 85.34 | 是 | Executive Chairman |
| 2024-12-13 | WEST ALFRED P JR |
|
723.29 | 86.09 | 是 | Executive Chairman |
| 2024-12-12 | MCCARTHY KATHRYN |
|
7.56 | -- | 是 | -- |
| 2024-12-12 | DORAN WILLIAM |
|
66.36 | -- | 是 | -- |
| 2024-12-12 | GUARINO CARL |
|
1.60 | -- | 是 | -- |
| 2024-12-12 | ROMEO CARMEN |
|
157.98 | -- | 是 | -- |
| 2024-12-12 | Brassington Jonathan |
|
0.39 | -- | 是 | -- |
| 2024-12-12 | MILLER STEPHANIE D. |
|
0.39 | -- | 是 | -- |
| 2024-12-12 | LANE MICHAEL |
|
3.70 | -- | 是 | Executive Vice President |
| 2024-12-12 | Peterson Michael |
|
1.35 | -- | 是 | EXECUTIVE VICE PRESIDENT |
| 2024-12-12 | Sharma Sanjay |
|
2.39 | -- | 是 | -- |
| 2024-12-12 | McCabe Philip |
|
5.05 | -- | 是 | Executive Vice President, Head of Investment Manager Services |
| 2024-12-12 | Denham Sean |
|
6.00 | -- | 是 | Executive Vice President, CFO |
| 2024-12-12 | WEST ALFRED P JR |
|
737.91 | -- | 是 | Executive Chairman |
| 2024-12-12 | Hicke Ryan |
|
17.26 | -- | 是 | CHIEF EXECUTIVE OFFICER |
| 2024-12-04 | WEST ALFRED P JR |
|
739.65 | 40.64 | 是 | Executive Chairman |
| 2024-12-04 | WEST ALFRED P JR |
|
737.75 | 82.49 | 是 | Executive Chairman |
| 2024-12-04 | WEST ALFRED P JR |
|
737.15 | 84.23 | 是 | Executive Chairman |
| 2024-11-26 | DORAN WILLIAM |
|
66.14 | 81.80 | 是 | -- |
| 2024-11-20 | DORAN WILLIAM |
|
66.14 | 40.64 | 是 | -- |
| 2024-11-20 | DORAN WILLIAM |
|
66.64 | 40.64 | 是 | -- |
| 2024-11-07 | WEST ALFRED P JR |
|
746.86 | 80.24 | 是 | Executive Chairman |
| 2024-11-07 | WEST ALFRED P JR |
|
736.86 | 80.26 | 是 | Executive Chairman |
| 2024-11-07 | WEST ALFRED P JR |
|
736.15 | 80.81 | 是 | Executive Chairman |
| 2024-11-06 | Peterson Michael |
|
1.65 | 64.43 | 是 | EXECUTIVE VICE PRESIDENT |
| 2024-11-06 | Peterson Michael |
|
0.65 | 79.14 | 是 | EXECUTIVE VICE PRESIDENT |
| 2024-11-06 | ROMEO CARMEN |
|
158.27 | 40.64 | 是 | -- |
| 2024-11-06 | ROMEO CARMEN |
|
157.77 | 79.64 | 是 | -- |
| 2024-10-28 | McCabe Philip |
|
5.40 | 40.64 | 是 | EVP - Head of Investment Mgmt |
| 2024-10-28 | McCabe Philip |
|
4.35 | 75.91 | 是 | EVP - Head of Investment Mgmt |
| 2024-10-28 | GUARINO CARL |
|
2.14 | 40.64 | 是 | -- |
| 2024-10-28 | GUARINO CARL |
|
1.39 | 75.77 | 是 | -- |
| 2024-10-25 | Peterson Michael |
|
3.15 | 55.73 | 是 | EVP and General Counsel |
| 2024-10-25 | Peterson Michael |
|
1.11 | 74.49 | 是 | EVP and General Counsel |
| 2024-10-25 | Peterson Michael |
|
0.65 | 75.04 | 是 | EVP and General Counsel |
| 2024-10-25 | Hicke Ryan |
|
15.76 | 40.64 | 是 | Chief Executive Officer |
| 2024-10-25 | Hicke Ryan |
|
14.76 | 74.90 | 是 | Chief Executive Officer |
| 2024-09-30 | McCabe Philip |
|
4.35 | 40.64 | 是 | EVP - Head of Investment Mgmt |
| 2024-09-16 | LANE MICHAEL |
|
3.00 | -- | 是 | Executive Vice President |
| 2024-08-29 | WEST ALFRED P JR |
|
749.86 | 67.50 | 是 | Executive Chairman |
| 2024-08-27 | WEST ALFRED P JR |
|
756.53 | 66.90 | 是 | Executive Chairman |
| 2024-08-27 | WEST ALFRED P JR |
|
750.43 | 67.36 | 是 | Executive Chairman |
| 2024-08-23 | WEST ALFRED P JR |
|
760.54 | 67.55 | 是 | Executive Chairman |
| 2024-08-23 | WEST ALFRED P JR |
|
764.96 | 67.48 | 是 | Executive Chairman |
| 2024-08-22 | Hicke Ryan |
|
14.76 | 40.64 | 是 | CHIEF EXECUTIVE OFFICER |
| 2024-06-24 | DORAN WILLIAM |
|
65.64 | 67.04 | 是 | -- |
| 2024-05-13 | WEST ALFRED P JR |
|
767.75 | 68.09 | 是 | Executive Chairman |
| 2024-05-13 | WEST ALFRED P JR |
|
767.70 | 67.91 | 是 | Executive Chairman |
| 2024-05-09 | WEST ALFRED P JR |
|
779.55 | 68.62 | 是 | Executive Chairman |
| 2024-05-09 | WEST ALFRED P JR |
|
772.55 | 68.60 | 是 | Executive Chairman |
| 2024-03-28 | WEST ALFRED P JR |
|
786.55 | 72.14 | 是 | Executive Chairman |
| 2024-03-26 | WEST ALFRED P JR |
|
788.48 | 70.75 | 是 | Executive Chairman |
| 2024-03-18 | Denham Sean |
|
4.50 | -- | 是 | Executive Vice President |
| 2024-03-08 | KLAUDER PAUL |
|
2.28 | 40.64 | 是 | EXECUTIVE VICE PRESIDENT |
| 2024-03-08 | KLAUDER PAUL |
|
2.08 | 69.80 | 是 | EXECUTIVE VICE PRESIDENT |
| 2024-02-23 | Warner Mark Andrew |
|
0.43 | 40.64 | 是 | Chief Accounting Officer and Controller |
| 2024-02-23 | Warner Mark Andrew |
|
0.13 | 67.31 | 是 | Chief Accounting Officer and Controller |
| 2024-02-12 | Sharma Sanjay |
|
3.19 | 40.64 | 是 | Executive Vice President and Global Head of Private Banking & Wealth Management, SEI |
| 2024-02-12 | Sharma Sanjay |
|
1.69 | 67.20 | 是 | Executive Vice President and Global Head of Private Banking & Wealth Management, SEI |
| 2024-02-07 | WITHROW WAYNE |
|
5.74 | 40.64 | 是 | EXECUTIVE VICE PRESIDENT |
| 2024-02-07 | WITHROW WAYNE |
|
5.54 | 65.89 | 是 | EXECUTIVE VICE PRESIDENT |
| 2024-02-07 | WITHROW WAYNE |
|
7.04 | 53.34 | 是 | EXECUTIVE VICE PRESIDENT |
| 2024-02-07 | WITHROW WAYNE |
|
5.54 | 66.20 | 是 | EXECUTIVE VICE PRESIDENT |
| 2024-02-05 | WITHROW WAYNE |
|
7.27 | 40.64 | 是 | EXECUTIVE VICE PRESIDENT |
| 2024-02-05 | WITHROW WAYNE |
|
5.54 | 65.89 | 是 | EXECUTIVE VICE PRESIDENT |
| 2024-02-05 | WITHROW WAYNE |
|
5.61 | 40.64 | 是 | EXECUTIVE VICE PRESIDENT |
| 2024-02-05 | WITHROW WAYNE |
|
5.54 | 65.90 | 是 | EXECUTIVE VICE PRESIDENT |