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Get Institutions for : 
Security National Financial Corp (SNFCA)  
$6.72 0.05 (0.75%) as of 4:30 Fri 4/26


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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  : 
1.24 (15.58%)  




 
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 - 2023-12-31 2,933,195 $26,399,000 2,933,195
   M3F, INC. 6 - 2023-12-31 1,800,311 $16,203,000 -2,193
   BLACKROCK INC. 3383 - 2023-12-31 822,443 $7,402,000 98,958
   VANGUARD GROUP INC 3255 - 2023-12-31 602,356 $5,421,000 4,019
   DIMENSIONAL FUND ADVISORS INC 2597 - 2023-12-31 480,891 $4,328,000 30,338
   BRIDGEWAY CAPITAL MANAGEMENT INC 450 - 2023-12-31 341,708 $3,075,000 3,456
   GEODE CAPITAL MANAGEMENT LLC 3051 - 2023-12-31 253,003 $2,277,000 6,142
   CARLSON CAPITAL L P 95 - 2023-12-31 211,301 $1,902,000 -51,949
   RENAISSANCE TECHNOLOGIES LLC 2001 - 2023-12-31 205,403 $1,849,000 -3,000
   STATE STREET CORP 3223 - 2023-12-31 144,828 $1,303,000 -313
   NORTHERN TRUST CORP 3289 - 2023-12-31 119,061 $1,072,000 1,099
   JANNEY MONTGOMERY SCOTT LLC 1834 - 2023-12-31 59,306 $534,000 8,992
   EP WEALTH ADVISORS, INC. 478 *New 2023-12-31 57,929 $521,000 57,929
   MORGAN STANLEY 5145 - 2023-12-31 52,041 $468,000 17,430
   BARCLAYS PLC 3006 - 2023-12-31 46,131 $415,000 14,947
   FirstPurpose Wealth LLC 133 *New 2024-03-31 55,000 $384,000 55,000
   Empowered Funds LLC 1074 - 2023-12-31 38,769 $349,000 3,456
   INVESCO LTD 3291 *New 2023-12-31 36,005 $324,000 36,005
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 3200 - 2023-12-31 35,601 $320,000 0
   BANK OF NEW YORK MELLON CORP 3682 - 2024-03-31 35,841 $284,000 -4,694
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1236 - 2023-12-31 31,486 $283,000 79
   EA Series Trust 987 - 2023-06-30 30,923 $274,000 0
   GOLDMAN SACHS GROUP INC/ 4115 - 2023-12-31 28,791 $259,000 -772
   MILLENNIUM MANAGEMENT LLC 3355 *New 2023-12-31 28,121 $253,000 28,121
   Verdad Advisers LP 48 *New 2023-12-31 26,865 $242,000 26,865
   LOS ANGELES CAPITAL MANAGEMENT & EQUITY RESEARCH I 1073 - 2024-03-31 29,240 $231,000 0
   UMA Financial Services Inc. 166 - 2024-03-31 30,758 $204,000 0
   BANK OF AMERICA CORP /DE/ 4997 - 2023-12-31 22,446 $202,000 -4,015
   VIRTU FINANCIAL LLC 932 *New 2023-12-31 16,310 $147,000 16,310
   J P MORGAN CHASE & CO 4340 - 2023-12-31 15,973 $144,000 7,820
   HILLSDALE INVESTMENT MANAGEMENT INC. 397 *New 2023-12-31 15,300 $138,000 15,300
   NUVEEN ASSET MANAGEMENT, LLC 3216 - 2023-12-31 15,036 $135,000 0
   Comprehensive Portfolio Management LLC 760 - 2024-03-31 16,889 $134,000 2,267
   CITADEL ADVISORS LLC 4605 *New 2023-12-31 14,645 $132,000 14,645
   ROYAL BANK OF CANADA 4776 - 2023-12-31 14,571 $131,000 1,756
   UBS Group AG 4816 - 2023-12-31 13,955 $126,000 7,029
   RHUMBLINE ADVISERS 3376 - 2023-12-31 13,186 $119,000 113
   JANE STREET GROUP LLC 5013 *New 2023-12-31 10,461 $94,000 10,461
   PANAGORA ASSET MANAGEMENT INC 1205 *New 2023-12-31 10,269 $92,000 10,269
   ACADIAN ASSET MANAGEMENT LLC 1430 - 2023-12-31 7,095 $63,000 -5,194
   AMERICAN INTERNATIONAL GROUP INC 2786 - 2023-12-31 6,273 $56,000 39
   AJOVista LLC 296 - 2023-12-31 5,564 $50,000 0
   NEW YORK STATE COMMON RETIREMENT FUND 2975 - 2023-12-31 4,833 $43,000 0
   WELLS FARGO & CO/MN 4735 - 2023-12-31 4,087 $37,000 796
   BNP PARIBAS ARBITRAGE SA 2775 - 2023-12-31 3,936 $35,000 -12,354
   CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 2909 - 2023-12-31 2,077 $19,000 -679
   CITIGROUP INC 4077 - 2023-12-31 1,816 $16,000 1,806
   FEDERATED INVESTORS INC /PA/ 1763 - 2023-12-31 1,337 $12,000 361
   TOWER RESEARCH CAPITAL LLC 4266 - 2023-12-31 1,160 $10,000 -407
   LEGAL & GENERAL GROUP PLC 3230 - 2023-12-31 1,095 $10,000 0
   SUMMIT INVESTMENT ADVISORS INC 2872 - 2023-12-31 1,031 $9,000 0
   FMR LLC 4341 - 2023-12-31 418 $4,000 378
   AMALGAMATED BANK 2812 - 2024-03-31 421 $3,000 -669
   COMERICA BANK 3435 - 2023-12-31 274 $2,000 0
   Russell Investments Group Ltd. 2936 *New 2023-12-31 101 $1,000 101
   Farther Finance Advisors LLC 3148 *New 2023-12-31 20 $0 20
   BAILARD BIEHL & KAISER INC 808 *Closed 2023-12-31 0 $0 -12,772
   PROEQUITIES INC. 9901 - 2023-12-31 0 $0 0
  58 Records found
  1    
  Page 1 of 1
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