Ownership history in RITHOLTZ WEALTH MANAGEMENT · 8 quarters on record
This page tracks every 13F SEC filing in which RITHOLTZ WEALTH MANAGEMENT reported a position in SILVERCREST ASSET MGMT GROUP (SAMG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 22,464 | +3,320 | +17.3% | 0.01% | $341K | $14.97 |
| 2025 Q3 | ADDED | 19,144 | +963 | +5.3% | 0.01% | $302K | $15.31 |
| 2025 Q2 | ADDED | 18,181 | +5,260 | +40.7% | 0.01% | $288K | $15.22 |
| 2023 Q3 | REDUCED | 12,921 | -3,293 | -20.3% | 0.01% | $205K | $14.01 |
| 2023 Q2 | ADDED | 16,214 | +4,439 | +37.7% | 0.01% | $328K | $17.69 |
| 2023 Q1 | REDUCED | 11,775 | -117 | -1.0% | 0.01% | $214K | $15.75 |
| 2022 Q4 | ADDED | 11,892 | +497 | +4.4% | 0.01% | $223K | $16.09 |
| 2022 Q3 | INITIATED | 11,395 | — | — | 0.01% | $186K | $13.88 |
As of 2025 Q4 — sorted by position size