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Get Institutions for : 
Security National Financial Corp (SNFCA)  
$8.29 0.25 (3.11%) as of 4:30 Mon 6/3


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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
$7.66  
Last Quarter's Ending Price : 
$9.00  
Last Quarter's Average Price
$7.96  
Change from last quarter's     
avg. price to the last closing  : 
0.33 (4.15%)  




 
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: 
3-31-2022 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 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
   M3F, INC. 6 - 2024-03-31 1,853,804 $14,664,000 53,493
   VANGUARD GROUP INC 3310 - 2024-03-31 609,575 $4,822,000 7,219
   DIMENSIONAL FUND ADVISORS INC 2605 - 2024-03-31 499,270 $3,949,000 18,379
   BRIDGEWAY CAPITAL MANAGEMENT INC 484 - 2024-03-31 344,858 $2,728,000 3,150
   GEODE CAPITAL MANAGEMENT LLC 3075 - 2024-03-31 276,903 $2,191,000 23,900
   CARLSON CAPITAL L P 95 - 2024-03-31 220,048 $1,741,000 8,747
   NORTHERN TRUST CORP 3328 - 2024-03-31 119,274 $943,000 213
   Verdad Advisers LP 52 - 2024-03-31 84,400 $668,000 57,535
   JANNEY MONTGOMERY SCOTT LLC 1970 - 2024-03-31 64,798 $513,000 5,492
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1208 - 2024-03-31 49,879 $395,000 18,393
   INVESCO LTD 3366 - 2024-03-31 44,016 $348,000 8,011
   Empowered Funds LLC 1185 - 2024-03-31 41,919 $332,000 3,150
   CITADEL ADVISORS LLC 4425 - 2024-03-31 29,547 $234,000 14,902
   J P MORGAN CHASE & CO 4177 - 2024-03-31 26,817 $212,000 10,844
   PANAGORA ASSET MANAGEMENT INC 1163 - 2024-03-31 22,412 $177,000 12,143
   HILLSDALE INVESTMENT MANAGEMENT INC. 386 - 2024-03-31 22,300 $176,000 7,000
   Comprehensive Portfolio Management LLC 760 - 2024-03-31 16,889 $134,000 2,267
   BNP PARIBAS ARBITRAGE SA 2673 - 2024-03-31 10,695 $85,000 6,759
   WELLS FARGO & CO/MN 4782 - 2024-03-31 4,665 $37,000 578
   CITIGROUP INC 4073 - 2024-03-31 2,751 $22,000 935
   FMR LLC 4409 - 2024-03-31 495 $4,000 77

  21 Records found
  1    
  Page 1 of 1
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