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Get Institutions for : 
Security National Financial Corp (SNFCA)  
$8.18 0.11 (1.33%) as of 4:30 Tue 6/4


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 53    7
Total shares held : 
8,600,820  
% of shares held : 
51.94%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  17  
Amount of shares held : 
3,182,275  
% of shares held change : 
  19.22%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$9.04  
Last Quarter's Ending Price : 
$7.91  
Last Quarter's Average Price
$8.17  
Change from last quarter's     
avg. price to the last closing  : 
0.01 (0.12%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
9
 141,787
 1.65%
 
Increased Positions :
22
 3,142,651
 36.54%
 
Unchanged Positions :
10
 133,209
 1.55%
 
Decreased Positions :
12
-85,023
-0.99%
 
Closed Positions :
2
-17,140
-0.2%
 
Guru Positions :
0
 0%
 
View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for period: 
12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   TOWNSQUARE CAPITAL LLC 686 *New 2024-03-31 110,753 $876,000 110,753
   FirstPurpose Wealth LLC 133 *New 2024-03-31 55,000 $384,000 55,000
   Acuitas Investments LLC 113 *New 2024-03-31 20,370 $161,000 20,370
   Advisor Group Holdings Inc. 5148 *New 2024-03-31 3,065 $24,000 3,065
   Nelson Van Denburg & Campbell Wealth Management Gr 3101 *New 2024-03-31 1 $0 1

  5 Records found
  1    
  Page 1 of 1
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