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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
   Soltis Investment Advisors LLC 5 - 2024-03-31 2,917,170 $23,075,000 -16,025
   M3F, INC. 6 - 2023-12-31 1,800,311 $16,203,000 -2,193
   BLACKROCK INC. 3424 - 2024-03-31 794,437 $6,284,000 -28,006
   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
   BANK OF NEW YORK MELLON CORP 3682 - 2024-03-31 35,841 $284,000 -4,694
   GOLDMAN SACHS GROUP INC/ 4115 - 2023-12-31 28,791 $259,000 -772
   BANK OF AMERICA CORP /DE/ 4997 - 2023-12-31 22,446 $202,000 -4,015
   RHUMBLINE ADVISERS 3421 - 2024-03-31 13,090 $104,000 -96
   ACADIAN ASSET MANAGEMENT LLC 1401 - 2024-03-31 5,417 $42,000 -1,678
   CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 2909 - 2023-12-31 2,077 $19,000 -679
   TOWER RESEARCH CAPITAL LLC 4266 - 2023-12-31 1,160 $10,000 -407
   AMALGAMATED BANK 2812 - 2024-03-31 421 $3,000 -669

  14 Records found
  1    
  Page 1 of 1
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