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 9.89 Million shares, which have been reported (via 13F filing form) to have a value of $127 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
40,931
shares
|
$525,144
0.0% of portfolio
|
Q3 2024
Added 28.49%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
40,734
shares
|
$522,617
0.01% of portfolio
|
Q4 2024
Added 58.83%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
37,358
shares
|
$479,303
0.0% of portfolio
|
Q3 2024
Reduced 6.41%
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
32,296
shares
|
$414,357
0.05% of portfolio
|
Q2 2024
Added 5.0%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
32,287
shares
|
$414,242
0.0% of portfolio
|
Q3 2024
Reduced 18.65%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
30,923
shares
|
$396,742
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
30,723
shares
|
$394,176
0.0% of portfolio
|
Q3 2024
Added 19.55%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
25,158
shares
|
$322,777
0.0% of portfolio
|
Q3 2024
Added 89.0%
|
|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
Nov 13, 2024 Q3 2024 |
23,940
shares
|
$307,150
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
22,376
shares
|
$287,084
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
18,909
shares
|
$242,602
0.0% of portfolio
|
Q3 2024
Added 119.29%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Jan 24, 2025 Q4 2024 |
15,862
shares
|
$203,509
0.07% of portfolio
|
Q3 2024
Added 5.0%
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
Nov 14, 2024 Q3 2024 |
14,213
shares
|
$182,352
0.02% of portfolio
|
Q3 2024
Added 10.26%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
13,065
shares
|
$167,623
0.0% of portfolio
|
Q3 2024
Added 6.39%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
11,800
shares
|
$151,394
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
11,025
shares
|
$141,450
0.0% of portfolio
|
Q3 2024
Added 4.98%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
6,368
shares
|
$81,701
0.0% of portfolio
|
Q3 2024
Added 1673.82%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 13, 2024 Q3 2024 |
5,970
shares
|
$76,595
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
Nov 14, 2024 Q3 2024 |
2,375
shares
|
$30,471
0.0% of portfolio
|
Q3 2024
Added 407.48%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
680
shares
|
$8,724
0.0% of portfolio
|
Q3 2024
Reduced 3.68%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
434
shares
|
$5,568
0.0% of portfolio
|
Q3 2024
Reduced 92.47%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
274
shares
|
$3,515
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
218
shares
|
$2,796
0.0% of portfolio
|
Q3 2024
Added 4.81%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
86
shares
|
$1,103
0.0% of portfolio
|
Q3 2024
Reduced 93.76%
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
Nov 14, 2024 Q3 2024 |
75
shares
|
$962
0.0% of portfolio
|
Q3 2024
New holding
|