Institutional Ownership Security National Financial Corp (SNFCA)
This table provides information about the institutional ownership of Security National Financial Corp (SNFCA). We have compiled data on the 53 institutions that hold shares in the stock, with a total of 10.1 Million shares, which have been reported (via 13F filing form) to have a value of $119 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 18, 2024 Q3 2024 |
2,820,948
shares
|
$33.7 Million
2.58% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
M3 F, Inc.
Salt Lake City, UT |
Nov 13, 2024 Q3 2024 |
2,050,000
shares
|
$24.5 Million
5.81% of portfolio
|
Q3 2024
Added 16.41%
|
|
|
Lhm, Inc.
Sandy, UT |
Nov 08, 2024 Q3 2024 |
863,659
shares
|
$10.3 Million
2.5% of portfolio
|
Q3 2024
Added 5.0%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
707,574
shares
|
$8.46 Million
0.0% of portfolio
|
Q3 2024
Added 8.0%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 07, 2024 Q3 2024 |
634,857
shares
|
$7.59 Million
0.0% of portfolio
|
Q3 2024
Added 15.26%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
447,398
shares
|
$5.35 Million
0.0% of portfolio
|
Q3 2024
Added 8.5%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
341,152
shares
|
$4.08 Million
0.07% of portfolio
|
Q3 2024
Added 3.95%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
320,706
shares
|
$3.84 Million
0.0% of portfolio
|
Q3 2024
Added 10.0%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
296,531
shares
|
$3.55 Million
0.14% of portfolio
|
Q3 2024
Added 5.86%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
168,793
shares
|
$2.02 Million
0.0% of portfolio
|
Q2 2024
Reduced 78.75%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
132,414
shares
|
$1.58 Million
0.0% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
116,291
shares
|
$1.39 Million
0.01% of portfolio
|
Q3 2024
Added 5.0%
|
|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
Nov 14, 2024 Q3 2024 |
85,791
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
81,769
shares
|
$977,957
0.0% of portfolio
|
Q3 2024
Reduced 30.14%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
72,025
shares
|
$861,419
0.0% of portfolio
|
Q3 2024
Added 7.58%
|
|
|
Verdad Advisers, LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
71,941
shares
|
$860,414
0.88% of portfolio
|
Q3 2024
Added 3.52%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
65,680
shares
|
$785,532
0.01% of portfolio
|
Q3 2024
Added 74.85%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
60,825
shares
|
$727,467
0.0% of portfolio
|
Q3 2024
Added 5.0%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
55,000
shares
|
$657,800
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2024 Q3 2024 |
51,163
shares
|
$611,909
0.0% of portfolio
|
Q3 2024
Added 4.99%
|
|
|
Empowered Funds, LLC
|
Nov 06, 2024 Q3 2024 |
49,961
shares
|
$597,533
0.01% of portfolio
|
Q3 2024
Added 10.63%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
43,114
shares
|
$515,643
0.0% of portfolio
|
Q3 2024
Reduced 61.73%
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
42,486
shares
|
$508,132
0.0% of portfolio
|
Q3 2024
Added 28.43%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
42,187
shares
|
$504,556
0.0% of portfolio
|
Q3 2024
Added 57.11%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
41,158
shares
|
$492,249
0.0% of portfolio
|
Q3 2024
Reduced 38.83%
|