Latest Institutional Purchases of Security National Financial Corp (SNFCA)
This list provides information on the latest institutional transactions involving Security National Financial Corp (SNFCA) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 07, 2024
Q1 2024
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
12.1K+ 118.25% |
$92.5K - $110K
|
22.4K
$284K
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
8.01K+ 22.25% |
$61K - $72.4K
|
44K
$558K
|
|
|
May 10, 2024
Q1 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
7K+ 45.75% |
$53.3K - $63.3K
|
22.3K
$283K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.07KNew |
$23.4K - $27.7K
|
3.07K
$38.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1New |
$7.62 - $9.04
|
1
$12.7
|
|
| Q4 2023 | |||||||
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
16.3KNew |
$112K - $157K
|
16.3K
$207K
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
5.56KNew |
$38.3K - $53.4K
|
5.56K
$70.6K
|
|
| Q3 2023 | |||||||
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
BUY
|
- |
12.8KNew |
$96.8K - $114K
|
12.8K
$162K
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.7K+ 5.0% |
$12.9K - $15.1K
|
35.6K
$451K
|
|
|
Nov 14, 2023
Q3 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
716+ 5.0% |
$5.43K - $6.39K
|
15K
$191K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
274New |
$2.08K - $2.45K
|
274
$3.47K
|
|
|
Nov 14, 2023
Q3 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
52+ 4.99% |
$394 - $464
|
1.1K
$13.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
49+ 4.99% |
$371 - $438
|
1.03K
$13.1K
|
|
| Q2 2023 | |||||||
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
30.9KNew |
$196K - $274K
|
30.9K
$392K
|
|
| Q1 2023 | |||||||
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
20.5K+ 102705.0% |
$123K - $155K
|
20.6K
$261K
|
|
|
May 12, 2023
Q1 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
10KNew |
$60K - $75.5K
|
10K
$127K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Man Group PLC
London, X0 |
BUY
|
- |
19.9KNew |
$156K - $197K
|
19.9K
$253K
|
|
|
Jul 18, 2022
Q2 2022
|
Denali Advisors LLC
|
BUY
|
- |
160+ 5.0% |
$1.25K - $1.58K
|
3.36K
$42.6K
|
|
| Q1 2021 | |||||||
|
May 13, 2021
Q1 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.07K+ 6.44% |
$15.9K - $19.8K
|
34.1K
$433K
|
|