Purchases and Sales Made in Q1 2024 in Security National Financial Corp (SNFCA)
This table provides information about the institutional ownership of Security National Financial Corp (SNFCA) during Q1 2024. 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 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
111KNew |
$844K - $1M
|
111K
$1.37M
|
|
|
May 14, 2024
Q1 2024
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
57.5K+ 214.16% |
$438K - $520K
|
84.4K
$1.04M
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
55KNew |
$419K - $497K
|
55K
$680K
|
|
|
May 14, 2024
Q1 2024
|
M3 F, Inc.
Salt Lake City, UT |
BUY
|
- |
53.5K+ 2.97% |
$408K - $484K
|
1.85M
$22.9M
|
|
|
May 13, 2024
Q1 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
23.9K+ 9.45% |
$182K - $216K
|
277K
$3.43M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
20.4K+ 321.12% |
$156K - $185K
|
26.8K
$332K
|
|
|
May 10, 2024
Q1 2024
|
Acuitas Investments, LLC
|
BUY
|
- |
20.4KNew |
$155K - $184K
|
20.4K
$252K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
18.4K+ 58.42% |
$140K - $166K
|
49.9K
$617K
|
|
|
May 10, 2024
Q1 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
18.4K+ 3.82% |
$140K - $166K
|
499K
$6.18M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14.9K+ 101.75% |
$114K - $135K
|
29.5K
$365K
|
|
|
May 07, 2024
Q1 2024
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
12.1K+ 118.25% |
$92.5K - $110K
|
22.4K
$277K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10.8K+ 67.89% |
$82.6K - $98K
|
26.8K
$332K
|
|
|
May 14, 2024
Q1 2024
|
Carlson Capital L P
Dallas, TX |
BUY
|
- |
8.75K+ 4.14% |
$66.7K - $79.1K
|
220K
$2.72M
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
8.01K+ 22.25% |
$61K - $72.4K
|
44K
$544K
|
|
|
May 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
7.22K+ 1.2% |
$55K - $65.3K
|
610K
$7.54M
|
|
|
May 10, 2024
Q1 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
7K+ 45.75% |
$53.3K - $63.3K
|
22.3K
$276K
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
6.61K+ 18.71% |
$50.3K - $59.7K
|
41.9K
$519K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.49K+ 9.26% |
$41.8K - $49.6K
|
64.8K
$802K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.41K+ 13.64% |
$41.2K - $48.9K
|
45.1K
$558K
|
|
|
May 15, 2024
Q1 2024
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
3.15K+ 0.92% |
$24K - $28.5K
|
345K
$4.27M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.07KNew |
$23.4K - $27.7K
|
3.07K
$37.9K
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
2.27K+ 15.5% |
$17.3K - $20.5K
|
16.9K
$209K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
935+ 51.49% |
$7.12K - $8.45K
|
2.75K
$34K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
578+ 14.14% |
$4.4K - $5.23K
|
4.67K
$57.7K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
280+ 2.67% |
$2.13K - $2.53K
|
10.8K
$133K
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
213+ 0.18% |
$1.62K - $1.93K
|
119K
$1.48M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1New |
$7.62 - $9.04
|
1
$12.4
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-55- 0.88% |
$419 - $497
|
6.22K
$76.9K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-79- 6.81% |
$602 - $714
|
1.08K
$13.4K
|
|
|
May 09, 2024
Q1 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-96- 0.73% |
$732 - $868
|
13.1K
$162K
|
|
|
Apr 23, 2024
Q1 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-669- 61.38% |
$5.1K - $6.05K
|
421
$5.21K
|
|
|
May 15, 2024
Q1 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-808- 38.9% |
$6.16K - $7.3K
|
1.27K
$15.7K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.3K- 9.29% |
$9.88K - $11.7K
|
12.7K
$157K
|
|
|
May 10, 2024
Q1 2024
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-1.68K- 23.65% |
$12.8K - $15.2K
|
5.42K
$67K
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.03K- 7.06% |
$15.5K - $18.4K
|
26.8K
$331K
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-2.7K- 1.31% |
$20.6K - $24.4K
|
203K
$2.51M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.79K- 26.0% |
$28.9K - $34.3K
|
10.8K
$133K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-6K- 26.74% |
$45.7K - $54.3K
|
16.4K
$203K
|
|
|
May 15, 2024
Q1 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-6.6K- 4.56% |
$50.3K - $59.7K
|
138K
$1.71M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.94K- 13.33% |
$52.9K - $62.7K
|
45.1K
$558K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.94K- 13.33% |
$52.9K - $62.7K
|
45.1K
$558K
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-8.47K- 18.37% |
$64.6K - $76.6K
|
37.7K
$466K
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-11.3K- 40.07% |
$85.9K - $102K
|
16.9K
$208K
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-16K- 0.55% |
$122K - $145K
|
2.92M
$36.1M
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-28K- 3.41% |
$213K - $253K
|
794K
$9.83M
|