Latest Institutional Transactions on Security National Financial Corp (SNFCA)
This table provides information on the latest institutional transactions involving Security National Financial Corp (SNFCA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2025
Q3 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
32+ 5.02% |
$267 - $333
|
669
$5.51K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
15.6K+ 18110.47% |
$130K - $162K
|
15.7K
$129K
|
|
|
Nov 06, 2025
Q3 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-2.42K- 14.96% |
$20.2K - $25.2K
|
13.8K
$113K
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
2.67K+ 5.0% |
$22.3K - $27.8K
|
56.2K
$463K
|
|
|
Nov 03, 2025
Q3 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-2.1K- 19.76% |
$17.5K - $21.8K
|
8.51K
$70.1K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
521New |
$4.35K - $5.42K
|
521
$4.29K
|
|
|
Oct 29, 2025
Q3 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
25+ 4.97% |
$209 - $260
|
528
$4.35K
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.87K+ 5.0% |
$15.6K - $19.5K
|
39.3K
$324K
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-11.7K- 26.86% |
$97.6K - $122K
|
31.8K
$262K
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1New |
$8.35 - $10.4
|
1
$8.24
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
156New |
$1.3K - $1.62K
|
156
$1.29K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
304+ 5.0% |
$2.54K - $3.16K
|
6.38K
$52.6K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.17K+ 10.61% |
$10.5K - $13.3K
|
12.2K
$100K
|
|
|
Aug 14, 2025
Q2 2025
|
Scott Marsh Financial, LLC
Millcreek, UT |
BUY
|
- |
41.3KNew |
$370K - $469K
|
41.3K
$340K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-38.5K- 64.37% |
$345K - $437K
|
21.3K
$176K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-260K- 91.8% |
$2.33M - $2.95M
|
23.2K
$191K
|
|
|
Aug 13, 2025
Q2 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
7.24K+ 33.7% |
$64.9K - $82.2K
|
28.7K
$237K
|
|
|
Aug 13, 2025
Q2 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
9.23KNew |
$82.7K - $105K
|
9.23K
$76K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
116+ 0.16% |
$1.04K - $1.32K
|
70.5K
$581K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-43.4K- 60.92% |
$491K - $584K
|
27.8K
$229K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
28.8KNew |
$326K - $387K
|
28.8K
$237K
|
|
|
May 15, 2025
Q1 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
14.4KNew |
$163K - $194K
|
14.4K
$119K
|
|
|
May 15, 2025
Q1 2025
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
3.46K+ 47.97% |
$39.2K - $46.6K
|
10.7K
$88K
|
|
|
May 15, 2025
Q1 2025
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-12.8K- 44.83% |
$144K - $172K
|
15.7K
$129K
|
|
|
May 15, 2025
Q1 2025
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
SELL
|
- |
-4.85K- 31.91% |
$54.9K - $65.3K
|
10.4K
$85.4K
|
|
|
May 15, 2025
Q1 2025
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
168+ 81.95% |
$1.9K - $2.26K
|
373
$3.07K
|
|
|
May 15, 2025
Q1 2025
|
Jain Global LLC
New York, NY |
BUY
|
- |
15.1KNew |
$171K - $203K
|
15.1K
$125K
|
|
|
May 14, 2025
Q1 2025
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
16.5KNew |
$186K - $221K
|
16.5K
$136K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
152New |
$1.72K - $2.05K
|
152
$1.25K
|
|
|
May 09, 2025
Q1 2025
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
2K+ 10.2% |
$22.6K - $26.9K
|
21.6K
$178K
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-732- 5.38% |
$8.28K - $9.85K
|
12.9K
$106K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
683 Capital Management, LLC
New York, NY |
BUY
|
- |
29.4KNew |
$268K - $395K
|
29.4K
$242K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-75K- 64.49% |
$684K - $1.01M
|
41.3K
$340K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.41KNew |
$12.8K - $18.9K
|
1.41K
$11.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1New |
$9.12 - $13.4
|
1
$8.24
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
2.45K+ 3.52% |
$18.2K - $22.5K
|
71.9K
$593K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.9K+ 5.0% |
$21.6K - $26.6K
|
60.8K
$501K
|
|
|
Nov 13, 2024
Q3 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
23.9KNew |
$178K - $220K
|
23.9K
$197K
|
|
|
Nov 13, 2024
Q3 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-26- 3.68% |
$194 - $239
|
680
$5.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
5.97KNew |
$44.5K - $54.9K
|
5.97K
$49.2K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
11.5KNew |
$74.6K - $96.4K
|
11.5K
$94.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Carlson Capital L P
Dallas, TX |
SELL
|
- |
-7.05K- 3.2% |
$45.8K - $59.2K
|
213K
$1.76M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-626K- 78.75% |
$4.07M - $5.26M
|
169K
$1.39M
|
|
|
Aug 09, 2024
Q2 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
636New |
$4.13K - $5.34K
|
636
$5.24K
|
|
|
Aug 08, 2024
Q2 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
63.6KNew |
$414K - $535K
|
63.6K
$524K
|
|
|
Aug 05, 2024
Q2 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-12.9K- 43.99% |
$83.6K - $108K
|
16.4K
$135K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
2.72KNew |
$17.7K - $22.9K
|
2.72K
$22.4K
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.82KNew |
$11.8K - $15.3K
|
1.82K
$15K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
43New |
$280 - $361
|
43
$354
|
|