Purchases and Sales Made in Q2 2023 in Service Corp International (SCI)
This table provides information about the institutional ownership of Service Corp International (SCI) during Q2 2023. The information is specifically focused on institutions that hold shares of SERVICE CORP INTERNATIONAL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
5New |
$315 - $361
|
5
$384
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
5+ 27.78% |
$315 - $361
|
23
$1.77K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
3+ 60.0% |
$189 - $216
|
8
$615
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2+ 2.38% |
$126 - $144
|
86
$6.61K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
2+ 0.39% |
$126 - $144
|
520
$40K
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.44% |
$62.9 - $72.1
|
226
$17.4K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.42% |
$62.9 - $72.1
|
238
$18.3K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 3.33% |
$62.9 - $72.1
|
31
$2.38K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1New |
$62.9 - $72.1
|
1
$76.9
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2- 5.13% |
$126 - $144
|
37
$2.84K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-2- 0.58% |
$126 - $144
|
341
$26.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-2- 0.84% |
$126 - $144
|
236
$18.1K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-2- 0.03% |
$126 - $144
|
6.22K
$478K
|
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-4- 1.86% |
$252 - $288
|
211
$16.2K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-4- 5.8% |
$252 - $288
|
65
$5K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-5- 16.67% |
$315 - $361
|
25
$1.92K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-14- 8.24% |
$881 - $1.01K
|
156
$12K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-18- 20.45% |
$1.13K - $1.3K
|
70
$5.38K
|
|
|
Aug 07, 2023
Q2 2023
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-21- 0.49% |
$1.32K - $1.51K
|
4.3K
$330K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-22- 75.86% |
$1.38K - $1.59K
|
7
$538
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-25- 2.75% |
$1.57K - $1.8K
|
883
$67.9K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-26- 0.17% |
$1.64K - $1.87K
|
15.2K
$1.17M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-31- 0.46% |
$1.95K - $2.24K
|
6.64K
$510K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-41- 0.78% |
$2.58K - $2.96K
|
5.22K
$401K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-44- 1.21% |
$2.77K - $3.17K
|
3.61K
$277K
|
|
|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-50- 0.46% |
$3.15K - $3.6K
|
10.7K
$825K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-54- 10.15% |
$3.4K - $3.89K
|
478
$36.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-85- 0.26% |
$5.35K - $6.13K
|
32.4K
$2.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-87- 0.12% |
$5.47K - $6.27K
|
71.1K
$5.47M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-93- 0.86% |
$5.85K - $6.71K
|
10.7K
$822K
|
|
|
Aug 11, 2023
Q2 2023
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
- |
-102- 86.44% |
$6.42K - $7.35K
|
16
$1.23K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-102- 8.26% |
$6.42K - $7.35K
|
1.13K
$87.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-114- 1.3% |
$7.17K - $8.22K
|
8.64K
$664K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-123- 2.81% |
$7.74K - $8.87K
|
4.25K
$327K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-123- 2.81% |
$7.74K - $8.87K
|
4.25K
$327K
|
|
|
Jul 28, 2023
Q2 2023
|
William Allan, LLC
|
SELL
|
- |
-140- 0.53% |
$8.81K - $10.1K
|
26K
$2M
|
|
|
Jul 31, 2023
Q2 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-153- 1.15% |
$9.63K - $11K
|
13.1K
$1.01M
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-154- 10.21% |
$9.69K - $11.1K
|
1.36K
$104K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-161- 60.07% |
$10.1K - $11.6K
|
107
$8.23K
|
|
|
Aug 08, 2023
Q2 2023
|
Sepio Capital, LP
|
SELL
|
- |
-193- 2.13% |
$12.1K - $13.9K
|
8.89K
$683K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-203- 1.19% |
$12.8K - $14.6K
|
16.9K
$1.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Amica Retiree Medical Trust
|
SELL
|
- |
-213- 5.99% |
$13.4K - $15.4K
|
3.34K
$257K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-236- 3.06% |
$14.8K - $17K
|
7.47K
$575K
|
|
|
Aug 14, 2023
Q2 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-268- 0.18% |
$16.9K - $19.3K
|
151K
$11.6M
|
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-288- 3.19% |
$18.1K - $20.8K
|
8.73K
$671K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-300- 25.91% |
$18.9K - $21.6K
|
858
$66K
|
|
|
Aug 14, 2023
Q2 2023
|
Tcm Advisors, LLC
Martinsburg, WV |
SELL
|
- |
-300- 1.45% |
$18.9K - $21.6K
|
20.4K
$1.57M
|
|
|
Aug 10, 2023
Q2 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-315- 3.44% |
$19.8K - $22.7K
|
8.83K
$679K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-325- 17.52% |
$20.4K - $23.4K
|
1.53K
$118K
|