Purchases and Sales Made in Q3 2023 in Service Corp International (SCI)
This table provides information about the institutional ownership of Service Corp International (SCI) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
9New |
$509 - $608
|
9
$696
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
8+ 0.02% |
$453 - $540
|
38.8K
$3M
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
7+ 2.59% |
$396 - $473
|
277
$21.4K
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
6+ 2.84% |
$339 - $405
|
217
$16.8K
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
6+ 17.65% |
$339 - $405
|
40
$3.09K
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6+ 0.53% |
$339 - $405
|
1.14K
$88.1K
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
5+ 21.74% |
$283 - $338
|
28
$2.17K
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
5+ 21.74% |
$283 - $338
|
28
$2.17K
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
3+ 0.98% |
$170 - $203
|
310
$24K
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
3New |
$170 - $203
|
3
$232
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
3+ 37.5% |
$170 - $203
|
11
$851
|
|
Oct 10, 2023
Q3 2023
|
Ims Capital Management
|
BUY
|
- |
1+ 0.01% |
$56.6 - $67.6
|
7.04K
$545K
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.42% |
$56.6 - $67.6
|
239
$18.5K
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1- 1.16% |
$56.6 - $67.6
|
85
$6.57K
|
|
Nov 09, 2023
Q3 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-2- 0.03% |
$113 - $135
|
8K
$618K
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-2- 0.85% |
$113 - $135
|
234
$18.1K
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-3- 50.0% |
$170 - $203
|
3
$232
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3- 0.77% |
$170 - $203
|
385
$29.8K
|
|
Nov 14, 2023
Q3 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-4- 0.01% |
$226 - $270
|
71.1K
$5.5M
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-6- 0.6% |
$339 - $405
|
994
$76.9K
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-9- 12.86% |
$509 - $608
|
61
$4.72K
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-10- 71.43% |
$566 - $676
|
4
$309
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-11- 6.71% |
$622 - $743
|
153
$11.8K
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-16- 34.78% |
$905 - $1.08K
|
30
$2.32K
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-18- 3.03% |
$1.02K - $1.22K
|
576
$44.6K
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-29- 70.73% |
$1.64K - $1.96K
|
12
$928
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-40- 0.17% |
$2.26K - $2.7K
|
24K
$1.85M
|
|
Nov 08, 2023
Q3 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-58- 0.06% |
$3.28K - $3.92K
|
103K
$7.93M
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-59- 17.3% |
$3.34K - $3.99K
|
282
$21.8K
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-78- 0.91% |
$4.41K - $5.27K
|
8.51K
$658K
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-82- 52.56% |
$4.64K - $5.54K
|
74
$5.72K
|
|
Nov 06, 2023
Q3 2023
|
Versor Investments LP
|
SELL
|
- |
-86- 0.96% |
$4.87K - $5.81K
|
8.87K
$686K
|
|
Oct 17, 2023
Q3 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-100- 0.47% |
$5.66K - $6.76K
|
21.3K
$1.64M
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-102- 6.76% |
$5.77K - $6.89K
|
1.41K
$109K
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-106- 2.24% |
$6K - $7.16K
|
4.63K
$358K
|
|
Nov 02, 2023
Q3 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-110- 1.01% |
$6.22K - $7.43K
|
10.7K
$830K
|
|
Oct 25, 2023
Q3 2023
|
Monument Capital Management
|
SELL
|
- |
-114- 0.86% |
$6.45K - $7.7K
|
13.1K
$1.02M
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-115- 2.17% |
$6.51K - $7.77K
|
5.19K
$401K
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-127- 0.48% |
$7.18K - $8.58K
|
26.5K
$2.05M
|
|
Oct 27, 2023
Q3 2023
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-137- 3.19% |
$7.75K - $9.25K
|
4.16K
$322K
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-138- 0.41% |
$7.81K - $9.32K
|
33.5K
$2.59M
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-146- 2.94% |
$8.26K - $9.86K
|
4.83K
$373K
|
|
Nov 08, 2023
Q3 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-152- 1.7% |
$8.6K - $10.3K
|
8.79K
$680K
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-157- 6.54% |
$8.88K - $10.6K
|
2.24K
$174K
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-186- 1.58% |
$10.5K - $12.6K
|
11.6K
$898K
|
|
Oct 20, 2023
Q3 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-190- 1.76% |
$10.7K - $12.8K
|
10.6K
$821K
|
|
Nov 08, 2023
Q3 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-216- 1.25% |
$12.2K - $14.6K
|
17.1K
$1.32M
|
|
Oct 10, 2023
Q3 2023
|
Vigilare Wealth Management
|
SELL
|
- |
-230- 4.34% |
$13K - $15.5K
|
5.07K
$392K
|
|
Nov 14, 2023
Q3 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-230- 0.92% |
$13K - $15.5K
|
24.8K
$1.92M
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-264- 2.8% |
$14.9K - $17.8K
|
9.17K
$709K
|