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 |
|---|---|---|---|---|---|---|---|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.17K+ 10.61% |
$10.5K - $13.3K
|
12.2K
$100K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
116+ 0.16% |
$1.04K - $1.32K
|
70.5K
$581K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
28.8KNew |
$326K - $387K
|
28.8K
$237K
|
|
|
May 14, 2025
Q1 2025
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
16.5KNew |
$186K - $221K
|
16.5K
$136K
|
|
|
May 15, 2025
Q1 2025
|
Jain Global LLC
New York, NY |
BUY
|
- |
15.1KNew |
$171K - $203K
|
15.1K
$125K
|
|
|
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 09, 2025
Q1 2025
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
2K+ 10.2% |
$22.6K - $26.9K
|
21.6K
$178K
|
|
|
May 15, 2025
Q1 2025
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
168+ 81.95% |
$1.9K - $2.26K
|
373
$3.07K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
152New |
$1.72K - $2.05K
|
152
$1.25K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
683 Capital Management, LLC
New York, NY |
BUY
|
- |
29.4KNew |
$268K - $395K
|
29.4K
$242K
|
|
|
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 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
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
5.97KNew |
$44.5K - $54.9K
|
5.97K
$49.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.9K+ 5.0% |
$21.6K - $26.6K
|
60.8K
$501K
|
|
|
Nov 14, 2024
Q3 2024
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
2.45K+ 3.52% |
$18.2K - $22.5K
|
71.9K
$593K
|
|
| Q2 2024 | |||||||
|
Aug 08, 2024
Q2 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
63.6KNew |
$414K - $535K
|
63.6K
$524K
|
|
|
Aug 14, 2024
Q2 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
11.5KNew |
$74.6K - $96.4K
|
11.5K
$94.6K
|
|
|
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
|
|
|
Aug 09, 2024
Q2 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
636New |
$4.13K - $5.34K
|
636
$5.24K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
43New |
$280 - $361
|
43
$354
|
|
| Q1 2024 | |||||||
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
55KNew |
$419K - $497K
|
55K
$453K
|
|
|
May 10, 2024
Q1 2024
|
Acuitas Investments, LLC
|
BUY
|
- |
20.4KNew |
$155K - $184K
|
20.4K
$168K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1New |
$7.62 - $9.04
|
1
$8.24
|
|
| Q4 2023 | |||||||
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
16.3KNew |
$112K - $157K
|
16.3K
$134K
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
5.56KNew |
$38.3K - $53.4K
|
5.56K
$45.8K
|
|
| Q3 2023 | |||||||
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
BUY
|
- |
12.8KNew |
$96.8K - $114K
|
12.8K
$105K
|
|
|
Nov 14, 2023
Q3 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
716+ 5.0% |
$5.43K - $6.39K
|
15K
$124K
|
|
| Q2 2023 | |||||||
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
30.9KNew |
$196K - $274K
|
30.9K
$255K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
10KNew |
$60K - $75.5K
|
10K
$82.4K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Man Group PLC
London, X0 |
BUY
|
- |
19.9KNew |
$156K - $197K
|
19.9K
$164K
|
|
|
Jul 18, 2022
Q2 2022
|
Denali Advisors LLC
|
BUY
|
- |
160+ 5.0% |
$1.25K - $1.58K
|
3.36K
$27.7K
|
|
| 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
$281K
|
|