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The company

Silvercrest Asset Management Group Inc.

SAMG · Nasdaq

FinancialsCapital Markets & Asset ManagementNot moving yet

SAMG stood above a rising 150-day average in 4 of the last 52 weekly readings, and has been out of that trend for the last 38 weeks. It is 6.8% below that average now. Capital Markets & Asset Management: 23% of its 97 stocks in an uptrend (−14 points in four weeks); Financials: 43% (−14 points in four weeks).

SEC filings

Statistics

Rotation: Not moving yet
Weeks in an uptrend: out for 38
Industry in uptrend: 23% -14 in 4 wk
Insider buys, 12 months: $299K
Insider sales, 12 months: $0
Officials’ trades on record: 0
Institutions holding: 96 (+7)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 4 of 52 weeks.

20 Apr – 19 Oct

Capital Markets & Asset Management: A minority of its stocks are in an uptrend and the share has fallen sharply over four weeks. Financials: About half its stocks are in an uptrend and the share has fallen sharply over four weeks.

Money in and out

1 Nov 2024 – 1 Oct 2026

Open-market buys above the line and sales below, in dollars.

Congress and officials

No member of Congress or official has disclosed a trade in it.

Insiders

Buy orders, 12 months3

Sale orders, 12 months0

Buyers · sellers1 · 0

No open-market buy or sale by its insiders on record.

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders96+7 on the quarter

New · exited17 · 9

Reported value$46.6M

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

Manager	Shares	Change
BlackRock, Inc.added · filed 7 Aug 2026	960,270$9.7M	+15,018+1.6%
Diamond Hill Capital Management, LLC (Investment Advisor)added · filed 6 Aug 2026	361,544$3.7M	+171,480+90.2%
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.added · filed 14 Aug 2026	325,921$3.3M	+80,890+33.0%
VANGUARD CAPITAL MANAGEMENT LLCreduced · filed 13 Aug 2026	312,873$3.2M	-3,216−1.0%
Pacific Ridge Capital Partners, LLCadded · filed 12 Aug 2026	245,859$2.5M	+39,173+19.0%
GEODE CAPITAL MANAGEMENT, LLCadded · filed 12 Aug 2026	194,469$2.0M	+16,647+9.4%
DIMENSIONAL FUND ADVISORS LPreduced · filed 11 Aug 2026	193,346$2.0M	-10,381−5.1%
MORGAN STANLEYadded · filed 13 Aug 2026	187,944$1.9M	+103,852+123.5%
STATE STREET CORPadded · filed 7 Aug 2026	184,498$1.9M	+14,928+8.8%
RENAISSANCE TECHNOLOGIES LLCadded · filed 13 Aug 2026	168,168$1.7M	+6,431+4.0%