Purchases and Sales Made in Q1 2022 in Security National Financial Corp (SNFCA)
This table provides information about the institutional ownership of Security National Financial Corp (SNFCA) during Q1 2022. The information is specifically focused on institutions that hold shares of SECURITY NATIONAL FINANCIAL CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 06, 2022
Q1 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
123K+ 4.39% |
$1.05M - $1.21M
|
2.93M
$36.2M
|
|
|
May 05, 2022
Q1 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
31.5KNew |
$269K - $311K
|
31.5K
$390K
|
|
|
Apr 25, 2022
Q1 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
5.91KNew |
$50.4K - $58.3K
|
5.91K
$73.2K
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.62K+ 20.37% |
$47.9K - $55.4K
|
33.2K
$411K
|
|
|
May 16, 2022
Q1 2022
|
State Street Corp
Boston, MA |
BUY
|
- |
4.29K+ 11.05% |
$36.6K - $42.3K
|
43.1K
$534K
|
|
|
May 13, 2022
Q1 2022
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
3.6K+ 1.14% |
$30.7K - $35.5K
|
319K
$3.95M
|
|
|
May 12, 2022
Q1 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
2.56K+ 2.21% |
$21.8K - $25.2K
|
118K
$1.46M
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
537+ 36.41% |
$4.58K - $5.29K
|
2.01K
$24.9K
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1+ 1.41% |
$8.53 - $9.86
|
72
$891
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
New York State Common Retirement Fund
|
SELL
|
- |
-1Closed |
$8.53 - $9.86
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-3- -0.0% |
$25.6 - $29.6
|
139K
$1.73M
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-15- 9.15% |
$128 - $148
|
149
$1.84K
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-114Closed |
$972 - $1.12K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-168- 0.63% |
$1.43K - $1.66K
|
26.5K
$328K
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-430- 2.46% |
$3.67K - $4.24K
|
17.1K
$211K
|
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.16K- 18.07% |
$9.89K - $11.4K
|
5.26K
$65.1K
|
|
|
May 13, 2022
Q1 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.29K- 4.07% |
$11K - $12.7K
|
30.4K
$376K
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.44KClosed |
$12.3K - $14.2K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-2.03K- 0.41% |
$17.3K - $20K
|
493K
$6.1M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.81K- 7.8% |
$24K - $27.7K
|
33.2K
$411K
|
|
|
May 16, 2022
Q1 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-2.94KClosed |
$25K - $28.9K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-18.5KClosed |
$158K - $183K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Verdad Advisers, LP
Boston, MA |
SELL
|
- |
-22.5K- 13.04% |
$192K - $222K
|
150K
$1.86M
|
|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-27.7K- 9.77% |
$236K - $273K
|
256K
$3.16M
|
|
|
May 13, 2022
Q1 2022
|
Carlson Capital L P
Dallas, TX |
SELL
|
- |
-69.2K- 34.75% |
$591K - $683K
|
130K
$1.61M
|