Purchases and Sales Made in Q4 2024 in Service Corp International (SCI)
This table provides information about the institutional ownership of Service Corp International (SCI) during Q4 2024. 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 |
---|---|---|---|---|---|---|---|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
28+ 0.31% |
$2.05K - $2.48K
|
9.14K
$721K
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
23+ 10.55% |
$1.69K - $2.04K
|
241
$19K
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
23New |
$1.69K - $2.04K
|
23
$1.81K
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
21+ 21.21% |
$1.54K - $1.86K
|
120
$9.47K
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
20New |
$1.47K - $1.77K
|
20
$1.58K
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
19New |
$1.39K - $1.68K
|
19
$1.5K
|
|
Feb 13, 2025
Q4 2024
|
Claret Asset Management Corp
|
BUY
|
- |
19+ 0.7% |
$1.39K - $1.68K
|
2.72K
$214K
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
18+ 5.06% |
$1.32K - $1.59K
|
374
$29.5K
|
|
Feb 12, 2025
Q4 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
18+ 0.68% |
$1.32K - $1.59K
|
2.67K
$211K
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
15New |
$1.1K - $1.33K
|
15
$1.18K
|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
BUY
|
- |
15+ 0.11% |
$1.1K - $1.33K
|
13.1K
$1.03M
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
15+ 17.86% |
$1.1K - $1.33K
|
99
$7.81K
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
14+ 14.89% |
$1.03K - $1.24K
|
108
$8.52K
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
13+ 4.21% |
$954 - $1.15K
|
322
$25.4K
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
13+ 0.41% |
$954 - $1.15K
|
3.17K
$250K
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
13+ 0.26% |
$954 - $1.15K
|
5.1K
$402K
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
10+ 0.36% |
$734 - $886
|
2.81K
$221K
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
9+ 0.36% |
$660 - $797
|
2.5K
$197K
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
9New |
$660 - $797
|
9
$710
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
8New |
$587 - $709
|
8
$631
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
6New |
$440 - $532
|
6
$473
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
6+ 2.4% |
$440 - $532
|
256
$20.2K
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
6New |
$440 - $532
|
6
$473
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
6New |
$440 - $532
|
6
$473
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
5+ 0.32% |
$367 - $443
|
1.56K
$123K
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
5New |
$367 - $443
|
5
$394
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
4New |
$293 - $354
|
4
$316
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4+ 20.0% |
$293 - $354
|
24
$1.89K
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
4+ 0.04% |
$293 - $354
|
10.7K
$844K
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
4New |
$293 - $354
|
4
$316
|
|
Jan 29, 2025
Q4 2024
|
Ims Capital Management
|
BUY
|
- |
3+ 0.04% |
$220 - $266
|
6.99K
$551K
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
BUY
|
- |
3+ 0.11% |
$220 - $266
|
2.75K
$217K
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
2+ 0.63% |
$147 - $177
|
317
$25K
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2+ 0.06% |
$147 - $177
|
3.62K
$286K
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.48% |
$147 - $177
|
418
$33K
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
2New |
$147 - $177
|
2
$158
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
2New |
$147 - $177
|
2
$158
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1+ 5.88% |
$73.4 - $88.6
|
18
$1.42K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1+ 0.11% |
$73.4 - $88.6
|
938
$74K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.53% |
$73.4 - $88.6
|
191
$15.1K
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 1.23% |
$73.4 - $88.6
|
82
$6.47K
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 0.55% |
$73.4 - $88.6
|
182
$14.4K
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1+ 20.0% |
$73.4 - $88.6
|
6
$473
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 3.7% |
$73.4 - $88.6
|
26
$2.05K
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2- 0.27% |
$147 - $177
|
741
$58.5K
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2- 0.55% |
$147 - $177
|
359
$28.3K
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-2- 4.44% |
$147 - $177
|
43
$3.39K
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-3- 3.57% |
$220 - $266
|
81
$6.39K
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5- 0.54% |
$367 - $443
|
921
$72.6K
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-6- 0.25% |
$440 - $532
|
2.43K
$192K
|