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Get Institutions for : 
Security National Financial Corp (SNFCA)  
$7.55 0.89 (13.36%) as of 4:30 Tue 5/14


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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  : 
0.41 (5.15%)  




 
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
   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 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
   NORTHERN TRUST CORP 3289 - 2023-12-31 119,061 $1,072,000 1,099
   JANNEY MONTGOMERY SCOTT LLC 1970 - 2024-03-31 64,798 $513,000 5,492
   MORGAN STANLEY 5145 - 2023-12-31 52,041 $468,000 17,430
   BARCLAYS PLC 3006 - 2023-12-31 46,131 $415,000 14,947
   Empowered Funds LLC 1185 - 2024-03-31 41,919 $332,000 3,150
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1236 - 2023-12-31 31,486 $283,000 79
   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
   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
   BNP PARIBAS ARBITRAGE SA 2673 - 2024-03-31 10,695 $85,000 6,759
   AMERICAN INTERNATIONAL GROUP INC 2786 - 2023-12-31 6,273 $56,000 39
   WELLS FARGO & CO/MN 4782 - 2024-03-31 4,665 $37,000 578
   CITIGROUP INC 4073 - 2024-03-31 2,751 $22,000 935
   FEDERATED INVESTORS INC /PA/ 1763 - 2023-12-31 1,337 $12,000 361
   FMR LLC 4341 - 2023-12-31 418 $4,000 378
  22 Records found
  1    
  Page 1 of 1
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