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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
   Soltis Investment Advisors LLC 4 - 2024-03-31 2,917,170 $23,075,000 -16,025
   BLACKROCK INC. 3424 - 2024-03-31 794,437 $6,284,000 -28,006
   RENAISSANCE TECHNOLOGIES LLC 2173 - 2024-03-31 202,703 $1,603,000 -2,700
   STATE STREET CORP 3253 - 2024-03-31 138,228 $1,093,000 -6,600
   MORGAN STANLEY 5278 - 2024-03-31 45,103 $357,000 -6,938
   BARCLAYS PLC 3020 - 2024-03-31 37,658 $298,000 -8,473
   BANK OF NEW YORK MELLON CORP 3682 - 2024-03-31 35,841 $284,000 -4,694
   GOLDMAN SACHS GROUP INC/ 4222 - 2024-03-31 26,757 $212,000 -2,034
   MILLENNIUM MANAGEMENT LLC 3633 - 2024-03-31 16,852 $133,000 -11,269
   BANK OF AMERICA CORP /DE/ 5093 - 2024-03-31 16,444 $130,000 -6,002
   RHUMBLINE ADVISERS 3421 - 2024-03-31 13,090 $104,000 -96
   UBS Group AG 5039 - 2024-03-31 12,658 $100,000 -1,297
   ROYAL BANK OF CANADA 4690 - 2024-03-31 10,782 $85,000 -3,789
   AMERICAN INTERNATIONAL GROUP INC 2786 - 2024-03-31 6,218 $49,000 -55
   ACADIAN ASSET MANAGEMENT LLC 1401 - 2024-03-31 5,417 $42,000 -1,678
   CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 2918 - 2024-03-31 1,269 $10,000 -808
   TOWER RESEARCH CAPITAL LLC 3847 - 2024-03-31 1,081 $9,000 -79
   AMALGAMATED BANK 2812 - 2024-03-31 421 $3,000 -669

  18 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results