Latest Institutional Transactions on Security National Financial Corp (SNFCA)
This table provides information on the latest institutional transactions involving Security National Financial Corp (SNFCA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-75K- 64.49% |
$684K - $1.01M
|
41.3K
$361K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1+ 0.46% |
$9.12 - $13.4
|
219
$1.92K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.41KNew |
$12.8K - $18.9K
|
1.41K
$12.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.08KNew |
$55.4K - $81.6K
|
6.08K
$53.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
637New |
$5.81K - $8.55K
|
637
$5.57K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1New |
$9.12 - $13.4
|
1
$8.75
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
126New |
$1.15K - $1.69K
|
126
$1.1K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.9K+ 5.0% |
$21.6K - $26.6K
|
60.8K
$532K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
523+ 4.98% |
$3.9K - $4.81K
|
11K
$96.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
2.45K+ 3.52% |
$18.2K - $22.5K
|
71.9K
$629K
|
|
|
Nov 13, 2024
Q3 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
23.9KNew |
$178K - $220K
|
23.9K
$209K
|
|
|
Nov 13, 2024
Q3 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-26- 3.68% |
$194 - $239
|
680
$5.95K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
60New |
$447 - $551
|
60
$525
|
|
|
Nov 13, 2024
Q3 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
5.97KNew |
$44.5K - $54.9K
|
5.97K
$52.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
755+ 5.0% |
$5.62K - $6.94K
|
15.9K
$139K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
6.51KNew |
$42.3K - $54.7K
|
6.51K
$56.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
11.5KNew |
$74.6K - $96.4K
|
11.5K
$100K
|
|
|
Aug 14, 2024
Q2 2024
|
Carlson Capital L P
Dallas, TX |
SELL
|
- |
-7.05K- 3.2% |
$45.8K - $59.2K
|
213K
$1.86M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-626K- 78.75% |
$4.07M - $5.26M
|
169K
$1.48M
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
61New |
$397 - $512
|
61
$534
|
|
|
Aug 09, 2024
Q2 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
636New |
$4.13K - $5.34K
|
636
$5.57K
|
|
|
Aug 08, 2024
Q2 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
63.6KNew |
$414K - $535K
|
63.6K
$557K
|
|
|
Aug 05, 2024
Q2 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-12.9K- 43.99% |
$83.6K - $108K
|
16.4K
$143K
|
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-4.73K- 97.81% |
$30.7K - $39.7K
|
106
$928
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
2.72KNew |
$17.7K - $22.9K
|
2.72K
$23.8K
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.82KNew |
$11.8K - $15.3K
|
1.82K
$15.9K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
43New |
$280 - $361
|
43
$376
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
96New |
$624 - $806
|
96
$840
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-808- 38.9% |
$6.16K - $7.3K
|
1.27K
$11.1K
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
8.01K+ 22.25% |
$61K - $72.4K
|
44K
$385K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-55- 0.88% |
$419 - $497
|
6.22K
$54.4K
|
|
|
May 10, 2024
Q1 2024
|
Acuitas Investments, LLC
|
BUY
|
- |
20.4KNew |
$155K - $184K
|
20.4K
$178K
|
|
|
May 07, 2024
Q1 2024
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
12.1K+ 118.25% |
$92.5K - $110K
|
22.4K
$196K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1New |
$7.62 - $9.04
|
1
$8.75
|
|
|
Apr 23, 2024
Q1 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-669- 61.38% |
$5.1K - $6.05K
|
421
$3.68K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
55KNew |
$419K - $497K
|
55K
$481K
|
|
| Q4 2023 | |||||||
|
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
1.1KNew |
$7.54K - $10.5K
|
1.1K
$9.58K
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
16.3KNew |
$112K - $157K
|
16.3K
$143K
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
5.56KNew |
$38.3K - $53.4K
|
5.56K
$48.7K
|
|
| Q3 2023 | |||||||
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
274New |
$2.08K - $2.45K
|
274
$2.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
716+ 5.0% |
$5.43K - $6.39K
|
15K
$132K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
49+ 4.99% |
$371 - $438
|
1.03K
$9.02K
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.7K+ 5.0% |
$12.9K - $15.1K
|
35.6K
$312K
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
BUY
|
- |
12.8KNew |
$96.8K - $114K
|
12.8K
$112K
|
|
| Q2 2023 | |||||||
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
30.9KNew |
$196K - $274K
|
30.9K
$271K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
10KNew |
$60K - $75.5K
|
10K
$87.5K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Man Group PLC
London, X0 |
BUY
|
- |
19.9KNew |
$156K - $197K
|
19.9K
$174K
|
|
|
Jul 18, 2022
Q2 2022
|
Denali Advisors LLC
|
BUY
|
- |
160+ 5.0% |
$1.25K - $1.58K
|
3.36K
$29.4K
|
|
|
Jul 12, 2022
Q2 2022
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-5.91KClosed |
$46.4K - $58.4K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-114Closed |
$972 - $1.12K
|
0
$0
|
|