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Security National Financial (SNFCA) Institutional Ownership

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$7.86
+0.07 (+0.90%)
(As of 05/17/2024 08:54 PM ET)
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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)
22
Total
Institutional Inflows
(last 12 months)
$30.14M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$455.76K
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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
5/14/2024 Carlson Capital L P220,048$1.74M0.1%+4.1%0.956%
5/13/2024 O Shaughnessy Asset Management LLC49,879$395K0.0%+58.4%0.217%
5/11/2024 Hillsdale Investment Management Inc.22,300$176K0.0%+45.8%0.097%
5/10/2024 Acadian Asset Management LLC5,417$42K0.0%-23.7%0.024%
5/10/2024 Vanguard Group Inc.609,575$4.82M0.0%+1.2%2.648%
5/7/2024 Empowered Funds LLC41,919$332K0.0%+8.1%0.182%
5/1/2024 Janney Montgomery Scott LLC64,798$513K0.0%+9.3%0.281%
5/1/2024 BNP Paribas Financial Markets10,695$85K0.0%+171.7%0.046%
2/28/2024 EP Wealth Advisors LLC57,929$521K0.0%N/A0.252%
2/9/2024 Verdad Advisers LP26,865$242K0.5%N/A0.117%
2/9/2024 Hillsdale Investment Management Inc.15,300$138K0.0%N/A0.067%
2/8/2024 Panagora Asset Management Inc.10,269$92K0.0%N/A0.045%
2/8/2024 Janney Montgomery Scott LLC59,306$534K0.0%+17.9%0.258%
2/6/2024 AJOVista LLC5,564$50K0.1%N/A0.024%
1/26/2024 Soltis 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%
11/14/2023 O Shaughnessy Asset Management LLC31,407$246K0.0%+102.5%0.137%
11/13/2023 Acadian Asset Management LLC12,289$96K0.0%N/A0.054%
11/8/2023 Janney Montgomery Scott LLC50,314$394K0.0%N/A0.220%
11/7/2023 New York State Common Retirement Fund4,833$38K0.0%-57.6%0.021%
11/7/2023 Barclays 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%
10/24/2023 Bailard Inc.12,772$100K0.0%N/A0.056%
10/24/2023 Bank 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%
8/11/2023 O Shaughnessy Asset Management LLC15,508$138K0.0%N/A0.068%
8/10/2023 Carlson Capital L P270,000$2.40M0.2%-12.9%1.182%
8/9/2023 Soltis Investment Advisors LLC3,006,872$26.67M3.1%+2.2%13.159%
8/4/2023 American International Group Inc.5,726$51K0.0%N/A0.025%
7/27/2023EA Series Trust30,923$274K0.0%N/A0.135%
5/12/2023 Verdad Advisers LP11,678$73K0.1%-85.4%0.054%
5/3/2023 Soltis Investment Advisors LLC2,942,468$18.33M2.3%-2.4%13.562%
5/2/2023 Acuitas Investments LLC19,400$121K0.1%N/A0.089%
2/13/2023 Verdad Advisers LP80,000$584K0.6%-30.7%0.370%
2/10/2023 M3F Inc.1,862,553$13.60M4.2%-0.5%8.619%
2/9/2023 Soltis Investment Advisors LLC3,013,634$22M2.9%-1.1%13.946%
11/15/2022 M3F Inc.1,870,977$11.88M4.2%+0.4%8.658%
11/15/2022 Carlson Capital L P223,319$1.42M0.1%+25.2%1.033%
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11/14/2022 Soltis Investment Advisors LLC3,046,327$19.34M2.9%+4.7%14.099%
11/14/2022 Verdad Advisers LP115,452$733K1.1%-21.5%0.534%
8/15/2022 M3F Inc.1,862,889$15.76M5.1%+6.2%8.626%
8/11/2022 O Shaughnessy Asset Management LLC12,550$106K0.0%N/A0.058%
8/11/2022 Soltis 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%
5/6/2022 Soltis 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%
4/25/2022 FNY Investment Advisers LLC5,914$59K0.1%N/A0.029%
2/9/2022 Soltis Investment Advisors LLC2,804,264$25.80M3.6%-1.3%13.774%
2/9/2022 Verdad Advisers LP172,500$1.59M1.1%+38.1%0.847%
2/9/2022 Dimensional Fund Advisors LP315,824$2.91M0.0%+2.0%1.551%
1/21/2022 Denali Advisors LLC3,200$29K0.0%N/A0.016%
11/15/2021 Dimensional Fund Advisors LP309,594$2.55M0.0%+6.1%1.522%
11/15/2021 M3F Inc.1,740,527$14.33M4.7%+5.0%8.555%
11/12/2021 Renaissance Technologies LLC318,020$2.62M0.0%-2.9%1.563%
11/12/2021 Carlson Capital L P220,000$1.81M0.1%-2.2%1.081%
11/12/2021 Geode Capital Management LLC139,488$1.15M0.0%+28.2%0.686%
11/10/2021 O Shaughnessy Asset Management LLC19,542$161K0.0%-19.9%0.096%
11/9/2021 Barclays PLC28,957$239K0.0%+5.6%0.142%
11/9/2021 BlackRock Inc.112,207$923K0.0%+20.4%0.552%
11/9/2021 Soltis Investment Advisors LLC2,839,926$23.37M3.6%+7.7%13.962%
11/8/2021 Synovus Financial Corp47,607$392K0.0%+5.0%0.234%
11/8/2021 Russell Investments Group Ltd.12,753$104K0.0%-26.5%0.063%
8/25/2021 Marshall Wace LLP11,316$99K0.0%N/A0.056%
8/17/2021Zebra Capital Management LLC25,436$223K0.3%-9.7%0.125%
8/17/2021 Millennium Management LLC89,299$781K0.0%N/A0.440%
8/17/2021 Bridgeway Capital Management LLC285,420$2.50M0.0%-5.0%1.406%
8/16/2021 State Street Corp26,908$235K0.0%-82.4%0.133%
8/16/2021 Carlson Capital L P225,000$1.97M0.1%N/A1.108%
8/16/2021 Marshall Wace LLP11,316$99K0.0%N/A0.056%
8/13/2021 Renaissance Technologies LLC327,410$2.87M0.0%+27.3%1.613%
8/13/2021 Northern Trust Corp33,939$297K0.0%-69.6%0.167%
8/13/2021 Geode Capital Management LLC108,764$951K0.0%-33.0%0.536%
8/13/2021 Vanguard Group Inc.389,818$3.41M0.0%-7.4%1.920%
8/12/2021 Dimensional Fund Advisors LP291,673$2.55M0.0%+8.1%1.437%
8/12/2021Ergoteles LLC41,300$361K0.0%N/A0.203%
8/9/2021 O Shaughnessy Asset Management LLC24,385$213K0.0%+11.9%0.120%
8/4/2021 Soltis Investment Advisors LLC2,638,096$23.08M3.7%+1.8%12.996%
8/4/2021 Russell Investments Group Ltd.17,346$151K0.0%-70.4%0.085%
5/18/2021Zebra Capital Management LLC28,183$264K0.3%N/A0.146%
5/17/2021 Goldman Sachs Group Inc.26,383$247K0.0%+119.3%0.137%
5/14/2021 Stephens Inc. AR26,639$249K0.0%N/A0.138%
5/14/2021 Dimensional Fund Advisors LP269,767$2.52M0.0%+11.9%1.398%
5/14/2021 M3F Inc.1,555,000$14.54M5.9%+9.0%8.057%
5/14/2021 O Shaughnessy Asset Management LLC21,783$204K0.0%-20.3%0.113%
5/13/2021 Barclays PLC32,275$301K0.0%+67.0%0.167%
5/13/2021 Renaissance Technologies LLC257,126$2.40M0.0%-2.6%1.332%
5/13/2021 Bank of New York Mellon Corp34,139$319K0.0%+6.4%0.177%
5/12/2021 Northern Trust Corp111,567$1.04M0.0%-10.3%0.578%
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5/12/2021 Geode Capital Management LLC162,311$1.52M0.0%+32.1%0.841%
5/11/2021 Soltis Investment Advisors LLC2,591,892$24.23M4.4%+2.4%13.429%
5/11/2021 New York State Common Retirement Fund5,198$49K0.0%-51.4%0.027%
5/11/2021 EAM Investors LLC122,221$1.14M0.2%N/A0.633%
5/7/2021 BlackRock Inc.540,236$5.05M0.0%+12.1%2.799%
5/7/2021 BNP Paribas Arbitrage SA5,766$54K0.0%+67.2%0.030%
4/23/2021 Strs Ohio3,400$31K0.0%-42.4%0.018%
3/8/2021 Dimensional Fund Advisors LP241,007$2.01M0.0%+2.1%1.258%
2/25/2021 Dimensional Fund Advisors LP241,007$2.01M0.0%+2.1%1.258%
2/19/2021 JPMorgan Chase & Co.51,977$434K0.0%+30.5%0.271%
(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, 26 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), Vanguard Group Inc. ($4.82M), Carlson Capital L P ($1.74M), EP Wealth Advisors LLC ($521K), Janney Montgomery Scott LLC ($513K), and O Shaughnessy Asset Management LLC ($395K).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 25 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 ($3.13M), M3F Inc. ($116.29K), Janney Montgomery Scott LLC ($64.80K), O Shaughnessy Asset Management LLC ($62.35K), EP Wealth Advisors LLC ($57.93K), Carlson Capital L P ($53.75K), and EA Series Trust ($30.92K).

How much institutional buying is happening at Security National Financial?

Institutional investors have bought a total of 3,707,999 shares in the last 24 months. This purchase volume represents approximately $32.50M 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), Physician Wealth Advisors Inc. ($4.02K), and Acadian Asset Management LLC ($1.68K).

How much institutional selling is happening at Security National Financial?

Institutional investors have sold a total of 318,021 shares in the last 24 months. This volume of shares sold represents approximately $2.24M in transactions.


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This page (NASDAQ:SNFCA) was last updated on 5/20/2024 by MarketBeat.com Staff

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