Purchases and Sales Made in Q4 2022 in Service Corp International (SCI)
This table provides information about the institutional ownership of Service Corp International (SCI) during Q4 2022. 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 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.87K+ 13.56% |
$108K - $134K
|
15.7K
$1.2M
|
|
Jan 23, 2023
Q4 2022
|
Xponance, Inc.
|
BUY
|
- |
1.74K+ 9.38% |
$100K - $124K
|
20.2K
$1.56M
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.71K+ 12.92% |
$99.2K - $123K
|
15K
$1.15M
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.61K+ 4.67% |
$93.3K - $115K
|
36.1K
$2.78M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.53K+ 1.61% |
$88.3K - $109K
|
96.4K
$7.42M
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
1.5KNew |
$86.8K - $107K
|
1.5K
$115K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.49K+ 100.0% |
$86.1K - $106K
|
2.98K
$229K
|
|
Feb 02, 2023
Q4 2022
|
Tobam
|
BUY
|
- |
1.39K+ 274.65% |
$80.3K - $99.2K
|
1.89K
$146K
|
|
Feb 07, 2023
Q4 2022
|
Arizona State Retirement System
|
BUY
|
- |
1.36K+ 3.14% |
$78.5K - $96.9K
|
44.5K
$3.42M
|
|
Feb 14, 2023
Q4 2022
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
1.21K+ 7.05% |
$70K - $86.5K
|
18.4K
$1.41M
|
|
Jan 26, 2023
Q4 2022
|
Monument Capital Management
|
BUY
|
- |
1.15K+ 2.51% |
$66.7K - $82.4K
|
47.1K
$3.62M
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
1.04K+ 8.57% |
$60.4K - $74.6K
|
13.2K
$1.02M
|
|
Jan 30, 2023
Q4 2022
|
Howland Capital Management LLC
|
BUY
|
- |
1K+ 4.93% |
$57.9K - $71.5K
|
21.3K
$1.64M
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
999+ 0.11% |
$57.8K - $71.4K
|
908K
$69.9M
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
993+ 10.5% |
$57.5K - $71K
|
10.4K
$804K
|
|
Feb 06, 2023
Q4 2022
|
Asset Management One Co., Ltd.
|
BUY
|
- |
990+ 8.96% |
$57.3K - $70.8K
|
12K
$926K
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
975New |
$56.4K - $69.7K
|
975
$75K
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
964+ 5.45% |
$55.8K - $68.9K
|
18.6K
$1.43M
|
|
Feb 14, 2023
Q4 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
953+ 13.79% |
$55.2K - $68.1K
|
7.86K
$605K
|
|
Feb 14, 2023
Q4 2022
|
Amundi
Paris, I0 |
BUY
|
- |
952+ 0.15% |
$55.1K - $68.1K
|
638K
$49.1M
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
917+ 13.7% |
$53.1K - $65.6K
|
7.61K
$585K
|
|
Feb 14, 2023
Q4 2022
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
900+ 0.33% |
$52.1K - $64.3K
|
274K
$21.1M
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
BUY
|
- |
877+ 20.52% |
$50.8K - $62.7K
|
5.15K
$396K
|
|
Feb 02, 2023
Q4 2022
|
Pro Share Advisors LLC
|
BUY
|
- |
832+ 9.31% |
$48.2K - $59.5K
|
9.77K
$752K
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
824+ 12.15% |
$47.7K - $58.9K
|
7.61K
$585K
|
|
Jan 09, 2023
Q4 2022
|
Trust CO
|
BUY
|
- |
816+ 29.67% |
$47.2K - $58.3K
|
3.57K
$274K
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
815+ 7.94% |
$47.2K - $58.3K
|
11.1K
$853K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
780New |
$45.1K - $55.8K
|
780
$60K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
767+ 15.33% |
$44.4K - $54.8K
|
5.77K
$444K
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
616+ 5.0% |
$35.7K - $44K
|
12.9K
$995K
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
575New |
$33.3K - $41.1K
|
575
$44.2K
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
563New |
$32.6K - $40.2K
|
563
$43.3K
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
552New |
$31.9K - $39.5K
|
552
$42.5K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
535New |
$31K - $38.2K
|
535
$41.2K
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
529+ 11.27% |
$30.6K - $37.8K
|
5.22K
$402K
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
500New |
$28.9K - $35.7K
|
500
$38.5K
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
475+ 31.69% |
$27.5K - $34K
|
1.97K
$152K
|
|
Mar 23, 2023
Q4 2022
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
454+ 4.35% |
$26.3K - $32.5K
|
10.9K
$838K
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
434+ 4.08% |
$25.1K - $31K
|
11.1K
$851K
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
416+ 4.01% |
$24.1K - $29.7K
|
10.8K
$831K
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
393+ 6.84% |
$22.7K - $28.1K
|
6.14K
$472K
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
383New |
$22.2K - $27.4K
|
383
$29.5K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
376New |
$21.8K - $26.9K
|
376
$28.9K
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
371+ 63.53% |
$21.5K - $26.5K
|
955
$73.5K
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
320New |
$18.5K - $22.9K
|
320
$24.6K
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
318+ 4.02% |
$18.4K - $22.7K
|
8.23K
$633K
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
298+ 127.35% |
$17.2K - $21.3K
|
532
$40.9K
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
284+ 26.08% |
$16.4K - $20.3K
|
1.37K
$106K
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
279+ 4.15% |
$16.1K - $19.9K
|
7.01K
$539K
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
279+ 46.66% |
$16.1K - $19.9K
|
877
$67.5K
|