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Security National Financial (SNFCA) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Security National Financial (NASDAQ:SNFCA)

Current
Institutional Ownership
Percentage
45.58%
Number of
Institutional Buyers
(last 12 months)
19
Total
Institutional Inflows
(last 12 months)
$29.81M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$1.31M
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SNFCA Institutional Buying and Selling by Quarter

Security National Financial Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/28/2024EP Wealth Advisors LLC57,929$521K0.0%N/A0.252%
2/9/2024Verdad Advisers LP26,865$242K0.5%N/A0.117%
2/9/2024Hillsdale Investment Management Inc.15,300$138K0.0%N/A0.067%
2/8/2024Panagora Asset Management Inc.10,269$92K0.0%N/A0.045%
2/8/2024Janney Montgomery Scott LLC59,306$534K0.0%+17.9%0.258%
2/6/2024AJOVista LLC5,564$50K0.1%N/A0.024%
1/26/2024Soltis Investment Advisors LLC2,933,195$26.40M3.0%N/A12.764%
1/23/2024 Physician Wealth Advisors Inc.30,758$262K0.1%-11.6%0.134%
11/14/2023O Shaughnessy Asset Management LLC31,407$246K0.0%+102.5%0.137%
11/13/2023Acadian Asset Management LLC12,289$96K0.0%N/A0.054%
11/8/2023Janney Montgomery Scott LLC50,314$394K0.0%N/A0.220%
11/7/2023New York State Common Retirement Fund4,833$38K0.0%-57.6%0.021%
11/7/2023Barclays PLC31,184$245K0.0%+4.6%0.136%
11/6/2023 Los Angeles Capital Management LLC29,240$229K0.0%N/A0.128%
10/27/2023 Allspring Global Investments Holdings LLC4,368$34K0.0%N/A0.019%
10/24/2023Bailard Inc.12,772$100K0.0%N/A0.056%
10/24/2023Bank of New York Mellon Corp40,535$318K0.0%+6.5%0.177%
10/13/2023 Ritholtz Wealth Management14,180$111K0.0%N/A0.062%
10/10/2023 Physician Wealth Advisors Inc.34,780$272K0.1%+5.0%0.152%
8/11/2023O Shaughnessy Asset Management LLC15,508$138K0.0%N/A0.068%
8/10/2023Carlson Capital L P270,000$2.40M0.2%-12.9%1.182%
8/9/2023Soltis Investment Advisors LLC3,006,872$26.67M3.1%+2.2%13.159%
8/4/2023American International Group Inc.5,726$51K0.0%N/A0.025%
7/27/2023EA Series Trust30,923$274K0.0%N/A0.135%
5/12/2023Verdad Advisers LP11,678$73K0.1%-85.4%0.054%
5/3/2023Soltis Investment Advisors LLC2,942,468$18.33M2.3%-2.4%13.562%
5/2/2023Acuitas Investments LLC19,400$121K0.1%N/A0.089%
2/13/2023Verdad Advisers LP80,000$584K0.6%-30.7%0.370%
2/10/2023M3F Inc.1,862,553$13.60M4.2%-0.5%8.619%
2/9/2023Soltis Investment Advisors LLC3,013,634$22M2.9%-1.1%13.946%
11/15/2022M3F Inc.1,870,977$11.88M4.2%+0.4%8.658%
11/15/2022Carlson Capital L P223,319$1.42M0.1%+25.2%1.033%
11/14/2022Soltis Investment Advisors LLC3,046,327$19.34M2.9%+4.7%14.099%
11/14/2022Verdad Advisers LP115,452$733K1.1%-21.5%0.534%
8/15/2022M3F Inc.1,862,889$15.76M5.1%+6.2%8.626%
8/11/2022O Shaughnessy Asset Management LLC12,550$106K0.0%N/A0.058%
8/11/2022Soltis Investment Advisors LLC2,909,130$24.61M3.6%-0.6%13.468%
8/2/2022 UMA Financial Services Inc.33,124$262K0.1%+5.0%0.153%
5/6/2022Soltis Investment Advisors LLC2,927,279$29.27M4.1%+4.4%14.238%
5/5/2022 UMA Financial Services Inc.31,547$304K0.1%N/A0.153%
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4/25/2022FNY Investment Advisers LLC5,914$59K0.1%N/A0.029%
2/9/2022Soltis Investment Advisors LLC2,804,264$25.80M3.6%-1.3%13.774%
2/9/2022Verdad Advisers LP172,500$1.59M1.1%+38.1%0.847%
2/9/2022Dimensional Fund Advisors LP315,824$2.91M0.0%+2.0%1.551%
1/21/2022 Denali Advisors LLC3,200$29K0.0%N/A0.016%
11/15/2021Dimensional Fund Advisors LP309,594$2.55M0.0%+6.1%1.522%
11/15/2021M3F Inc.1,740,527$14.33M4.7%+5.0%8.555%
11/12/2021Renaissance Technologies LLC318,020$2.62M0.0%-2.9%1.563%
11/12/2021Carlson Capital L P220,000$1.81M0.1%-2.2%1.081%
11/12/2021Geode Capital Management LLC139,488$1.15M0.0%+28.2%0.686%
11/10/2021O Shaughnessy Asset Management LLC19,542$161K0.0%-19.9%0.096%
11/9/2021Barclays PLC28,957$239K0.0%+5.6%0.142%
11/9/2021BlackRock Inc.112,207$923K0.0%+20.4%0.552%
11/9/2021Soltis Investment Advisors LLC2,839,926$23.37M3.6%+7.7%13.962%
11/8/2021Synovus Financial Corp47,607$392K0.0%+5.0%0.234%
11/8/2021Russell Investments Group Ltd.12,753$104K0.0%-26.5%0.063%
8/25/2021Marshall Wace LLP11,316$99K0.0%N/A0.056%
8/17/2021Zebra Capital Management LLC25,436$223K0.3%-9.7%0.125%
8/17/2021Millennium Management LLC89,299$781K0.0%N/A0.440%
8/17/2021Bridgeway Capital Management LLC285,420$2.50M0.0%-5.0%1.406%
8/16/2021State Street Corp26,908$235K0.0%-82.4%0.133%
8/16/2021Carlson Capital L P225,000$1.97M0.1%N/A1.108%
8/16/2021Marshall Wace LLP11,316$99K0.0%N/A0.056%
8/13/2021Renaissance Technologies LLC327,410$2.87M0.0%+27.3%1.613%
8/13/2021Northern Trust Corp33,939$297K0.0%-69.6%0.167%
8/13/2021Geode Capital Management LLC108,764$951K0.0%-33.0%0.536%
8/13/2021Vanguard Group Inc.389,818$3.41M0.0%-7.4%1.920%
8/12/2021Dimensional Fund Advisors LP291,673$2.55M0.0%+8.1%1.437%
8/12/2021Ergoteles LLC41,300$361K0.0%N/A0.203%
8/9/2021O Shaughnessy Asset Management LLC24,385$213K0.0%+11.9%0.120%
8/4/2021Soltis Investment Advisors LLC2,638,096$23.08M3.7%+1.8%12.996%
8/4/2021Russell Investments Group Ltd.17,346$151K0.0%-70.4%0.085%
5/18/2021Zebra Capital Management LLC28,183$264K0.3%N/A0.146%
5/17/2021Goldman Sachs Group Inc.26,383$247K0.0%+119.3%0.137%
5/14/2021Stephens Inc. AR26,639$249K0.0%N/A0.138%
5/14/2021Dimensional Fund Advisors LP269,767$2.52M0.0%+11.9%1.398%
5/14/2021M3F Inc.1,555,000$14.54M5.9%+9.0%8.057%
5/14/2021O Shaughnessy Asset Management LLC21,783$204K0.0%-20.3%0.113%
5/13/2021Barclays PLC32,275$301K0.0%+67.0%0.167%
5/13/2021Renaissance Technologies LLC257,126$2.40M0.0%-2.6%1.332%
5/13/2021Bank of New York Mellon Corp34,139$319K0.0%+6.4%0.177%
5/12/2021Northern Trust Corp111,567$1.04M0.0%-10.3%0.578%
5/12/2021Geode Capital Management LLC162,311$1.52M0.0%+32.1%0.841%
5/11/2021Soltis Investment Advisors LLC2,591,892$24.23M4.4%+2.4%13.429%
5/11/2021New York State Common Retirement Fund5,198$49K0.0%-51.4%0.027%
5/11/2021EAM Investors LLC122,221$1.14M0.2%N/A0.633%
5/7/2021BlackRock Inc.540,236$5.05M0.0%+12.1%2.799%
5/7/2021BNP Paribas Arbitrage SA5,766$54K0.0%+67.2%0.030%
4/23/2021Strs Ohio3,400$31K0.0%-42.4%0.018%
3/8/2021Dimensional Fund Advisors LP241,007$2.01M0.0%+2.1%1.258%
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2/25/2021Dimensional Fund Advisors LP241,007$2.01M0.0%+2.1%1.258%
2/19/2021JPMorgan Chase & Co.51,977$434K0.0%+30.5%0.271%
2/11/2021Synovus Financial Corp95,340$796K0.0%-5.6%0.498%
2/11/2021Barclays PLC19,332$161K0.0%+105.0%0.101%
2/10/2021Rhumbline Advisers11,095$93K0.0%N/A0.058%
2/10/2021Renaissance Technologies LLC264,123$2.21M0.0%+15.6%1.378%
2/10/2021Panagora Asset Management Inc.61,212$511K0.0%+2.9%0.319%
2/10/2021Soltis Investment Advisors LLC2,531,696$21.14M3.9%+9.4%13.211%
2/9/2021Wells Fargo & Company MN7,020$59K0.0%+117.5%0.037%
2/8/2021New York State Common Retirement Fund10,698$89K0.0%-27.0%0.056%
(Data available from 1/1/2016 forward)

SNFCA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SNFCA shares?

During the previous two years, 23 institutional investors and hedge funds held shares of Security National Financial. The most heavily invested institutionals were Soltis Investment Advisors LLC ($26.40M), M3F Inc. ($13.60M), Carlson Capital L P ($2.40M), Janney Montgomery Scott LLC ($534K), EP Wealth Advisors LLC ($521K), Bank of New York Mellon Corp ($318K), and EA Series Trust ($274K).Learn more on SNFCA's institutional investors.

What percentage of Security National Financial stock is owned by institutional investors?

45.58% of Security National Financial stock is owned by institutional investors. Learn more on SNFCA's institutional investor holdings.

Which institutional investors have been buying Security National Financial stock?

Of the 22 institutional investors that purchased Security National Financial stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Soltis Investment Advisors LLC ($3.26M), M3F Inc. ($116.29K), Janney Montgomery Scott LLC ($59.31K), EP Wealth Advisors LLC ($57.93K), Carlson Capital L P ($45K), O Shaughnessy Asset Management LLC ($43.96K), and UMA Financial Services Inc. ($33.12K).

How much institutional buying is happening at Security National Financial?

Institutional investors have bought a total of 3,805,801 shares in the last 24 months. This purchase volume represents approximately $33.60M in transactions.

Which Security National Financial major shareholders have been selling company stock?

The following institutional investors have sold Security National Financial stock in the last 24 months: Verdad Advisers LP ($135.32K), Soltis Investment Advisors LLC ($122.01K), Carlson Capital L P ($40K), M3F Inc. ($8.42K), New York State Common Retirement Fund ($6.57K), and Physician Wealth Advisors Inc. ($4.02K).

How much institutional selling is happening at Security National Financial?

Institutional investors have sold a total of 316,343 shares in the last 24 months. This volume of shares sold represents approximately $2.22M in transactions.


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This page (NASDAQ:SNFCA) was last updated on 4/26/2024 by MarketBeat.com Staff

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