Purchases and Sales Made in Q3 2023 in Security National Financial Corp (SNFCA)
This table provides information about the institutional ownership of Security National Financial Corp (SNFCA) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
106K+ 17.07% |
$800K - $942K
|
723K
$8.92M
|
|
|
Nov 13, 2023
Q3 2023
|
M3 F, Inc.
Salt Lake City, UT |
BUY
|
- |
96.6K+ 5.66% |
$732K - $863K
|
1.8M
$22.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
62.7K+ 16.18% |
$476K - $560K
|
451K
$5.56M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
50.3KNew |
$381K - $449K
|
50.3K
$620K
|
|
|
Nov 14, 2023
Q3 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
29.7K+ 5.23% |
$225K - $266K
|
598K
$7.38M
|
|
|
Nov 06, 2023
Q3 2023
|
Los Angeles Capital Management LLC
|
BUY
|
- |
29.2KNew |
$222K - $261K
|
29.2K
$361K
|
|
|
Nov 14, 2023
Q3 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
18.8K+ 5.89% |
$143K - $168K
|
338K
$4.17M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
15.9K+ 102.52% |
$121K - $142K
|
31.4K
$387K
|
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
14.2KNew |
$107K - $127K
|
14.2K
$175K
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
BUY
|
- |
12.8KNew |
$96.8K - $114K
|
12.8K
$157K
|
|
|
Nov 13, 2023
Q3 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
12.3KNew |
$93.2K - $110K
|
12.3K
$152K
|
|
|
Nov 13, 2023
Q3 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
11.8K+ 5.0% |
$89.1K - $105K
|
247K
$3.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
11.7K+ 5.97% |
$89K - $105K
|
208K
$2.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
6.38K+ 5.71% |
$48.3K - $56.9K
|
118K
$1.45M
|
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
5.01K+ 3.57% |
$37.9K - $44.7K
|
145K
$1.79M
|
|
|
Nov 01, 2023
Q3 2023
|
Empowered Funds, LLC
|
BUY
|
- |
4.39K+ 14.2% |
$33.3K - $39.2K
|
35.3K
$435K
|
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
4.37KNew |
$33.1K - $39K
|
4.37K
$53.9K
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.7K+ 5.0% |
$12.9K - $15.1K
|
35.6K
$439K
|
|
|
Oct 10, 2023
Q3 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.66K+ 5.0% |
$12.6K - $14.8K
|
34.8K
$429K
|
|
|
Nov 07, 2023
Q3 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
1.37K+ 4.58% |
$10.4K - $12.2K
|
31.2K
$384K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.26K+ 403.86% |
$9.52K - $11.2K
|
1.57K
$19.3K
|
|
|
Nov 09, 2023
Q3 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.1K+ 9.17% |
$8.32K - $9.81K
|
13.1K
$161K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
857+ 7.17% |
$6.5K - $7.65K
|
12.8K
$158K
|
|
|
Nov 13, 2023
Q3 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
816+ 510.0% |
$6.19K - $7.29K
|
976
$12K
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
772+ 2.68% |
$5.85K - $6.89K
|
29.6K
$365K
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
738+ 2.18% |
$5.59K - $6.59K
|
34.6K
$427K
|
|
|
Nov 14, 2023
Q3 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
716+ 5.0% |
$5.43K - $6.39K
|
15K
$185K
|
|
|
Nov 13, 2023
Q3 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
508+ 8.87% |
$3.85K - $4.54K
|
6.23K
$76.9K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
274New |
$2.08K - $2.45K
|
274
$3.38K
|
|
|
Nov 08, 2023
Q3 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
58+ 5.01% |
$440 - $518
|
1.22K
$15K
|
|
|
Nov 14, 2023
Q3 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
52+ 4.99% |
$394 - $464
|
1.1K
$13.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
49+ 4.99% |
$371 - $438
|
1.03K
$12.7K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-18- 0.26% |
$136 - $161
|
6.93K
$85.4K
|
|
|
Nov 14, 2023
Q3 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-1.2K- 30.35% |
$9.1K - $10.7K
|
2.76K
$34K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.44K- 30.38% |
$10.9K - $12.8K
|
3.29K
$40.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.98K- 19.52% |
$15K - $17.7K
|
8.15K
$101K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-3.53K- 99.72% |
$26.8K - $31.6K
|
10
$123
|
|
|
Nov 07, 2023
Q3 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-6.57K- 57.61% |
$49.8K - $58.6K
|
4.83K
$59.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Carlson Capital L P
Dallas, TX |
SELL
|
- |
-6.75K- 2.5% |
$51.2K - $60.3K
|
263K
$3.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-7.08K- 19.33% |
$53.7K - $63.3K
|
29.6K
$365K
|