Latest Institutional Transactions on Service Corp International (SCI)
This table provides information on the latest institutional transactions involving Service Corp International (SCI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
19New |
$1.1K - $1.36K
|
19
$1.48K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
376New |
$21.8K - $26.9K
|
376
$29.4K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
23New |
$1.33K - $1.64K
|
23
$1.8K
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
150New |
$8.68K - $10.7K
|
150
$11.7K
|
|
| Q3 2022 | |||||||
|
Dec 19, 2024
Q3 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-4.34KClosed |
$248K - $325K
|
0
$0
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
1+ 0.93% |
$57.2 - $75
|
109
$8.52K
|
|
|
Nov 15, 2022
Q3 2022
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
203New |
$11.6K - $15.2K
|
203
$15.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-111K- 72.07% |
$6.36M - $8.34M
|
43.1K
$3.37M
|
|
|
Nov 14, 2022
Q3 2022
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
9.07KNew |
$518K - $680K
|
9.07K
$709K
|
|
|
Nov 14, 2022
Q3 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
8.68KNew |
$496K - $651K
|
8.68K
$678K
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
149K+ 1344.73% |
$8.53M - $11.2M
|
160K
$12.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
15New |
$857 - $1.13K
|
15
$1.17K
|
|
|
Nov 14, 2022
Q3 2022
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-54.2K- 92.23% |
$3.1M - $4.06M
|
4.56K
$357K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
571+ 0.74% |
$32.6K - $42.8K
|
78.1K
$6.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Atlanta Capital Management CO L L C
Atlanta, GA |
SELL
|
- |
-370K- 14.47% |
$21.1M - $27.7M
|
2.19M
$171M
|
|
|
Nov 14, 2022
Q3 2022
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-41K- 72.19% |
$2.34M - $3.08M
|
15.8K
$1.23M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
9.97K+ 58.1% |
$570K - $748K
|
27.1K
$2.12M
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
26.6KNew |
$1.52M - $2M
|
26.6K
$2.08M
|
|
|
Nov 09, 2022
Q3 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
85New |
$4.86K - $6.38K
|
85
$6.64K
|
|
|
Nov 09, 2022
Q3 2022
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
6.2KNew |
$354K - $465K
|
6.2K
$484K
|
|
|
Nov 07, 2022
Q3 2022
|
Bellecapital International Ltd.
|
BUY
|
- |
4.04KNew |
$231K - $303K
|
4.04K
$316K
|
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
4.33KNew |
$247K - $325K
|
4.33K
$338K
|
|
|
Nov 04, 2022
Q3 2022
|
Estate Counselors, LLC
|
BUY
|
- |
14.2KNew |
$812K - $1.07M
|
14.2K
$1.11M
|
|
|
Nov 04, 2022
Q3 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
57New |
$3.26K - $4.28K
|
57
$4.45K
|
|
|
Nov 03, 2022
Q3 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
125New |
$7.14K - $9.38K
|
125
$9.77K
|
|
|
Nov 02, 2022
Q3 2022
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-257- 71.99% |
$14.7K - $19.3K
|
100
$7.81K
|
|
|
Nov 02, 2022
Q3 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
4.7KNew |
$269K - $353K
|
4.7K
$367K
|
|
|
Oct 27, 2022
Q3 2022
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-1.68K- 1.69% |
$95.8K - $126K
|
97.7K
$7.63M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2.39KNew |
$137K - $179K
|
2.39K
$187K
|
|
|
Oct 26, 2022
Q3 2022
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-12.4K- 41.53% |
$709K - $931K
|
17.5K
$1.37M
|
|
|
Oct 26, 2022
Q3 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1+ 1.67% |
$57.2 - $75
|
61
$4.77K
|
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-7- 13.21% |
$400 - $525
|
46
$3.59K
|
|
|
Oct 24, 2022
Q3 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
60New |
$3.43K - $4.5K
|
60
$4.69K
|
|
|
Oct 21, 2022
Q3 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-2.7K- 34.62% |
$154K - $203K
|
5.1K
$399K
|
|
|
Oct 19, 2022
Q3 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
3.58KNew |
$204K - $268K
|
3.58K
$280K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
114New |
$6.52K - $8.55K
|
114
$8.91K
|
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
10.4KNew |
$593K - $779K
|
10.4K
$811K
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
20New |
$1.14K - $1.5K
|
20
$1.56K
|
|
|
Oct 07, 2022
Q3 2022
|
American Research & Management Co.
|
SELL
|
- |
-100- 4.08% |
$5.72K - $7.5K
|
2.35K
$184K
|
|
| Q2 2022 | |||||||
|
Oct 28, 2022
Q2 2022
|
Verger Capital Management LLC
|
BUY
|
- |
14.8KNew |
$938K - $1.06M
|
14.8K
$1.15M
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-69Closed |
$4.38K - $4.95K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-16.7KClosed |
$1.06M - $1.2M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Capital Impact Advisors, LLC
Boston, MA |
SELL
|
- |
-15.7KClosed |
$995K - $1.12M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
6.6KNew |
$419K - $473K
|
6.6K
$516K
|
|
|
Aug 15, 2022
Q2 2022
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-133K- 74.51% |
$8.45M - $9.54M
|
45.5K
$3.56M
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-301Closed |
$19.1K - $21.6K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
First Wilshire Securities Management Inc
Pasadena, CA |
SELL
|
- |
-3.78KClosed |
$240K - $271K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Taika Capital, LP
Sunny Isles Beach, FL |
BUY
|
- |
52.4KNew |
$3.33M - $3.76M
|
52.4K
$4.09M
|
|
|
Aug 15, 2022
Q2 2022
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-3.85KClosed |
$244K - $276K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
115KNew |
$7.3M - $8.24M
|
115K
$8.98M
|
|