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Get Institutions for : 
Security National Financial Corp (SNFCA)  
$7.81 0.26 (3.44%) as of 4:30 Wed 5/15


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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  : 
0.15 (1.88%)  




 
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
   EP WEALTH ADVISORS, INC. 478 *New 2023-12-31 57,929 $521,000 57,929
   FirstPurpose Wealth LLC 133 *New 2024-03-31 55,000 $384,000 55,000
   INVESCO LTD 3291 *New 2023-12-31 36,005 $324,000 36,005
   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
   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
   CITADEL ADVISORS LLC 4605 *New 2023-12-31 14,645 $132,000 14,645
   JANE STREET GROUP LLC 5013 *New 2023-12-31 10,461 $94,000 10,461
   Advisor Group Holdings Inc. 5148 *New 2024-03-31 3,065 $24,000 3,065
   Farther Finance Advisors LLC 3148 *New 2023-12-31 20 $0 20
   Nelson Van Denburg & Campbell Wealth Management Gr 3101 *New 2024-03-31 1 $0 1
  12 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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