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Get Institutions for : 
Security National Financial Corp (SNFCA)  
$7.84 0.02 (0.25%) as of 4:30 Fri 5/24


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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  : 
0.12 (1.51%)  




 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Soltis Investment Advisors LLC 5 - 2024-03-31 2,917,170 $23,075,000 -16,025
   M3F, INC. 6 - 2024-03-31 1,853,804 $14,664,000 53,493
   BLACKROCK INC. 3424 - 2024-03-31 794,437 $6,284,000 -28,006
   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
   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
   NORTHERN TRUST CORP 3328 - 2024-03-31 119,274 $943,000 213
   TOWNSQUARE CAPITAL LLC 686 *New 2024-03-31 110,753 $876,000 110,753
   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
   EP WEALTH ADVISORS, INC. 525 - 2024-03-31 57,929 $458,000 0
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1208 - 2024-03-31 49,879 $395,000 18,393
   FirstPurpose Wealth LLC 133 *New 2024-03-31 55,000 $384,000 55,000
   MORGAN STANLEY 5278 - 2024-03-31 45,103 $357,000 -6,938
   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
   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
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 3184 - 2024-03-31 35,601 $282,000 0
   EA Series Trust 987 - 2023-06-30 30,923 $274,000 0
   CITADEL ADVISORS LLC 4425 - 2024-03-31 29,547 $234,000 14,902
   LOS ANGELES CAPITAL MANAGEMENT & EQUITY RESEARCH I 1073 - 2024-03-31 29,240 $231,000 0
   J P MORGAN CHASE & CO 4177 - 2024-03-31 26,817 $212,000 10,844
   GOLDMAN SACHS GROUP INC/ 4222 - 2024-03-31 26,757 $212,000 -2,034
   UMA Financial Services Inc. 166 - 2024-03-31 30,758 $204,000 0
   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
   Acuitas Investments LLC 113 *New 2024-03-31 20,370 $161,000 20,370
   VIRTU FINANCIAL LLC 932 *New 2023-12-31 16,310 $147,000 16,310
   Comprehensive Portfolio Management LLC 760 - 2024-03-31 16,889 $134,000 2,267
   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
   NUVEEN ASSET MANAGEMENT, LLC 3191 - 2024-03-31 15,036 $119,000 0
   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
   BNP PARIBAS ARBITRAGE SA 2673 - 2024-03-31 10,695 $85,000 6,759
   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
   NEW YORK STATE COMMON RETIREMENT FUND 2997 - 2024-03-31 4,833 $38,000 0
   WELLS FARGO & CO/MN 4782 - 2024-03-31 4,665 $37,000 578
   Advisor Group Holdings Inc. 5148 *New 2024-03-31 3,065 $24,000 3,065
   CITIGROUP INC 4073 - 2024-03-31 2,751 $22,000 935
   FEDERATED INVESTORS INC /PA/ 1764 - 2024-03-31 1,337 $11,000 0
   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
   LEGAL & GENERAL GROUP PLC 3225 - 2024-03-31 1,095 $9,000 0
   SUMMIT INVESTMENT ADVISORS INC 2868 - 2024-03-31 1,031 $8,000 0
   FMR LLC 4409 - 2024-03-31 495 $4,000 77
   AMALGAMATED BANK 2812 - 2024-03-31 421 $3,000 -669
   COMERICA BANK 3465 - 2024-03-31 274 $2,000 0
   JANE STREET GROUP LLC 5374 *Closed 2024-03-31 0 $0 -10,461
   Nelson Van Denburg & Campbell Wealth Management Gr 3101 *New 2024-03-31 1 $0 1
   Russell Investments Group Ltd. 3263 *Closed 2024-03-31 0 $0 -101
   Farther Finance Advisors LLC 3165 *Closed 2024-03-31 0 $0 -20
   AJOVista LLC 416 *Closed 2024-03-31 0 $0 -5,564
   PROEQUITIES INC. 10141 - 2024-03-31 0 $0 0
  61 Records found
  1    
  Page 1 of 1
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