Purchases and Sales Made in Q4 2023 in Security National Financial Corp (SNFCA)
This table provides information about the institutional ownership of Security National Financial Corp (SNFCA) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2.93MNew |
$20.2M - $28.2M
|
2.93M
$36.3M
|
|
|
Aug 12, 2024
Q4 2023
|
Lhm, Inc.
Sandy, UT |
BUY
|
- |
823KNew |
$5.67M - $7.9M
|
823K
$10.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
99K+ 13.68% |
$682K - $950K
|
822K
$10.2M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
57.9KNew |
$399K - $556K
|
57.9K
$717K
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
36KNew |
$248K - $346K
|
36K
$445K
|
|
|
Feb 07, 2024
Q4 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
30.3K+ 6.73% |
$209K - $291K
|
481K
$5.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
28.1KNew |
$194K - $270K
|
28.1K
$348K
|
|
|
Feb 09, 2024
Q4 2023
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
26.9KNew |
$185K - $258K
|
26.9K
$332K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
17.4K+ 50.36% |
$120K - $167K
|
52K
$644K
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
16.3KNew |
$112K - $157K
|
16.3K
$202K
|
|
|
Feb 09, 2024
Q4 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
15.3KNew |
$105K - $147K
|
15.3K
$189K
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
14.9K+ 47.93% |
$103K - $143K
|
46.1K
$571K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14.6KNew |
$101K - $141K
|
14.6K
$181K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
12.4K+ 31.12% |
$85.1K - $119K
|
52K
$644K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.5KNew |
$72.1K - $100K
|
10.5K
$129K
|
|
|
Feb 08, 2024
Q4 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
10.3KNew |
$70.8K - $98.6K
|
10.3K
$127K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9.61K+ 150.83% |
$66.2K - $92.2K
|
16K
$198K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.99K+ 17.87% |
$62K - $86.3K
|
59.3K
$734K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.82K+ 95.92% |
$53.9K - $75.1K
|
16K
$198K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
7.03K+ 101.49% |
$48.4K - $67.5K
|
14K
$173K
|
|
|
Feb 13, 2024
Q4 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
6.14K+ 2.49% |
$42.3K - $59K
|
253K
$3.13M
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
5.56KNew |
$38.3K - $53.4K
|
5.56K
$68.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
4.02K+ 0.67% |
$27.7K - $38.6K
|
602K
$7.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
3.46K+ 1.02% |
$23.8K - $33.2K
|
342K
$4.23M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
1.81K+ 18060.0% |
$12.4K - $17.3K
|
1.82K
$22.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.76K+ 13.7% |
$12.1K - $16.9K
|
14.6K
$180K
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.1K+ 0.93% |
$7.57K - $10.6K
|
119K
$1.47M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
796+ 24.19% |
$5.48K - $7.64K
|
4.09K
$50.6K
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
442+ 3.12% |
$3.05K - $4.24K
|
14.6K
$181K
|
|
|
Jan 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
361+ 36.99% |
$2.49K - $3.47K
|
1.34K
$16.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
113+ 0.86% |
$779 - $1.08K
|
13.2K
$163K
|
|
|
Feb 05, 2024
Q4 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
101New |
$696 - $970
|
101
$1.25K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
79+ 0.25% |
$544 - $758
|
31.5K
$389K
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
39+ 0.63% |
$269 - $374
|
6.27K
$77.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
20New |
$138 - $192
|
20
$247
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-125- 10.29% |
$861 - $1.2K
|
1.09K
$13.5K
|
|
|
Feb 14, 2024
Q4 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-313- 0.22% |
$2.16K - $3K
|
145K
$1.79M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-407- 25.97% |
$2.8K - $3.91K
|
1.16K
$14.3K
|
|
|
Feb 13, 2024
Q4 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-679- 24.64% |
$4.68K - $6.52K
|
2.08K
$25.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-772- 2.61% |
$5.32K - $7.41K
|
28.8K
$356K
|
|
|
Feb 13, 2024
Q4 2023
|
M3 F, Inc.
Salt Lake City, UT |
SELL
|
- |
-2.19K- 0.12% |
$15.1K - $21.1K
|
1.8M
$22.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-3K- 1.44% |
$20.7K - $28.8K
|
205K
$2.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.97K- 15.04% |
$27.4K - $38.2K
|
22.4K
$278K
|
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-4.02K- 11.56% |
$27.7K - $38.6K
|
30.8K
$380K
|
|
|
Feb 13, 2024
Q4 2023
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-5.19K- 42.27% |
$35.8K - $49.9K
|
7.1K
$87.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Carlson Capital L P
Dallas, TX |
SELL
|
- |
-51.9K- 19.73% |
$358K - $499K
|
211K
$2.61M
|