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
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
38New |
$2.79K - $3.37K
|
38
$2.97K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
34+ 17.71% |
$2.49K - $3.01K
|
226
$17.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
32+ 1.19% |
$2.35K - $2.84K
|
2.73K
$213K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
30+ 5.79% |
$2.2K - $2.66K
|
548
$42.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
28+ 0.31% |
$2.05K - $2.48K
|
9.14K
$714K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
23+ 10.55% |
$1.69K - $2.04K
|
241
$18.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
23New |
$1.69K - $2.04K
|
23
$1.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
21+ 21.21% |
$1.54K - $1.86K
|
120
$9.38K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
20New |
$1.47K - $1.77K
|
20
$1.56K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
19New |
$1.39K - $1.68K
|
19
$1.48K
|
|
|
Feb 13, 2025
Q4 2024
|
Claret Asset Management Corp
|
BUY
|
- |
19+ 0.7% |
$1.39K - $1.68K
|
2.72K
$212K
|
|
|
Feb 12, 2025
Q4 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
18+ 0.68% |
$1.32K - $1.59K
|
2.67K
$209K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
18+ 5.06% |
$1.32K - $1.59K
|
374
$29.2K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
15New |
$1.1K - $1.33K
|
15
$1.17K
|
|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
BUY
|
- |
15+ 0.11% |
$1.1K - $1.33K
|
13.1K
$1.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
15+ 17.86% |
$1.1K - $1.33K
|
99
$7.74K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
14+ 14.89% |
$1.03K - $1.24K
|
108
$8.44K
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
13+ 0.26% |
$954 - $1.15K
|
5.1K
$399K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
13+ 0.41% |
$954 - $1.15K
|
3.17K
$248K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
13+ 4.21% |
$954 - $1.15K
|
322
$25.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
10+ 0.36% |
$734 - $886
|
2.81K
$219K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
9+ 0.36% |
$660 - $797
|
2.5K
$196K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
9New |
$660 - $797
|
9
$703
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
8New |
$587 - $709
|
8
$625
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
6New |
$440 - $532
|
6
$469
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
6New |
$440 - $532
|
6
$469
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
6+ 2.4% |
$440 - $532
|
256
$20K
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
6New |
$440 - $532
|
6
$469
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
5New |
$367 - $443
|
5
$391
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
5+ 0.32% |
$367 - $443
|
1.56K
$122K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
4+ 0.04% |
$293 - $354
|
10.7K
$836K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
4New |
$293 - $354
|
4
$313
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
4New |
$293 - $354
|
4
$313
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4+ 20.0% |
$293 - $354
|
24
$1.88K
|
|
|
Jan 29, 2025
Q4 2024
|
Ims Capital Management
|
BUY
|
- |
3+ 0.04% |
$220 - $266
|
6.99K
$546K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
BUY
|
- |
3+ 0.11% |
$220 - $266
|
2.75K
$214K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
2New |
$147 - $177
|
2
$156
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
2New |
$147 - $177
|
2
$156
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.48% |
$147 - $177
|
418
$32.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
2+ 0.63% |
$147 - $177
|
317
$24.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2+ 0.06% |
$147 - $177
|
3.62K
$283K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 0.55% |
$73.4 - $88.6
|
182
$14.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1+ 0.11% |
$73.4 - $88.6
|
938
$73.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1+ 20.0% |
$73.4 - $88.6
|
6
$469
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1+ 5.88% |
$73.4 - $88.6
|
18
$1.41K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.53% |
$73.4 - $88.6
|
191
$14.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 1.23% |
$73.4 - $88.6
|
82
$6.41K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 3.7% |
$73.4 - $88.6
|
26
$2.03K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2- 0.27% |
$147 - $177
|
741
$57.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2- 0.55% |
$147 - $177
|
359
$28.1K
|