Who owns Security National Financial?
- Ticker: SNFCA
- CUSIP Number: 814785309
Tip: Access positions for across all investors
Analyze quarterly positions in Security National Financial with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Security National Financial stock
Who bought or sold Security National Financial this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Soltis Investment Advisors | 2.9M | $23M | -1% | Mar 2024 |
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| Vanguard Group | 602k | $5.4M | 1% | Dec 2023 |
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| Dimensional Fund Advisors | 499k | $3.9M | 4% | Mar 2024 |
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| Janney Montgomery Scott | 65k | $513k | 9% | Mar 2024 |
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| EP Wealth Advisors | 58k | $521k | 100% | Dec 2023 |
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| FirstPurpose Wealth | 55k | $385k | 100% | Mar 2024 |
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| Barclays | 46k | $415k | 48% | Dec 2023 |
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| Empowered Funds | 42k | $332k | 19% | Mar 2024 |
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| Bank of New York Mellon | 36k | $284k | -12% | Mar 2024 |
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| Charles Schwab Investment Management | 36k | $282k | 0% | Mar 2024 |
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| O'shaughnessy Asset Management | 32k | $283k | 0% | Dec 2023 |
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| UMA Financial Services | 31k | $204k | 0% | Mar 2024 |
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| Thomas Stevens, CFA" | 29k | $231k | 0% | Mar 2024 |
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| Goldman Sachs Group | 29k | $259k | -3% | Dec 2023 |
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| Millennium Management | 28k | $253k | 100% | Dec 2023 |
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| Verdad Advisers | 27k | $242k | 100% | Dec 2023 |
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| Bank of America Corporation | 22k | $202k | -15% | Dec 2023 |
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| PanAgora Asset Management | 22k | $177k | 118% | Mar 2024 |
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| Comprehensive Portfolio Management | 17k | $134k | 16% | Mar 2024 |
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| Virtu Financial | 16k | $147k | 100% | Dec 2023 |
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| Jpmorgan Chase & Co | 16k | $144k | 96% | Dec 2023 |
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| Hillsdale Investment Management | 15k | $138k | 100% | Dec 2023 |
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| Citadel Advisors | 15k | $132k | 100% | Dec 2023 |
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| Royal Bank of Canada | 15k | $129k | 14% | Dec 2023 |
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| UBS Group | 14k | $126k | 101% | Dec 2023 |
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| Rhumbline Advisers | 13k | $104k | -1% | Mar 2024 |
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| Bnp Paribas Arbitrage, Snc | 11k | $85k | 172% | Mar 2024 |
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| Jane Street | 11k | $94k | 100% | Dec 2023 |
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| American International | 6.3k | $57k | 1% | Dec 2023 |
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| New York State Common Retirement Fund | 4.8k | $38k | 0% | Mar 2024 |
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| Wells Fargo & Company | 4.7k | $37k | 14% | Mar 2024 |
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| Citigroup | 2.8k | $22k | 51% | Mar 2024 |
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| Federated Investors | 1.3k | $12k | 37% | Dec 2023 |
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| Legal & General Group | 1.1k | $9.9k | 0% | Dec 2023 |
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| Summit Investment Advisors | 1.0k | $9.3k | 0% | Dec 2023 |
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| Amalgamated Bank | 421.00 | $3.0k | -61% | Mar 2024 |
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| Farther Finance Advisors | 20.00 | $180.000000 | 100% | Dec 2023 |
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| Nelson, Van Denburg & Campbell Wealth Management | 1.00 | $7.000000 | 100% | Mar 2024 |
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Who sold out of Security National Financial?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| AJOVista | Dec 2023 | 5.6k | $50k |
| Russell Investments | Dec 2023 | 101.00 | $909.000000 |