Purchases and Sales Made in Q2 2023 in Security National Financial Corp (SNFCA)
This table provides information about the institutional ownership of Security National Financial Corp (SNFCA) during Q2 2023. The information is specifically focused on institutions that hold shares of SECURITY NATIONAL FINANCIAL CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
503K+ 438.64% |
$3.19M - $4.46M
|
618K
$7.83M
|
|
|
Aug 11, 2023
Q2 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
113K+ 91.77% |
$712K - $998K
|
235K
$2.98M
|
|
|
Aug 14, 2023
Q2 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
94.8K+ 209.35% |
$600K - $841K
|
140K
$1.78M
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
81K+ 265.15% |
$513K - $719K
|
112K
$1.41M
|
|
|
Aug 08, 2023
Q2 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
64.4K+ 2.19% |
$408K - $571K
|
3.01M
$38.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
46.7K+ 8.94% |
$295K - $414K
|
569K
$7.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
33.9KNew |
$215K - $301K
|
33.9K
$430K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
30.9KNew |
$196K - $274K
|
30.9K
$392K
|
|
|
Jul 27, 2023
Q2 2023
|
Empowered Funds, LLC
|
BUY
|
- |
30.9KNew |
$196K - $274K
|
30.9K
$392K
|
|
|
Aug 09, 2023
Q2 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
24.5K+ 6.75% |
$155K - $217K
|
388K
$4.91M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
20.1K+ 320.23% |
$127K - $179K
|
26.4K
$335K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
15.5KNew |
$98.2K - $138K
|
15.5K
$196K
|
|
|
Aug 14, 2023
Q2 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
14.3KNew |
$90.6K - $127K
|
14.3K
$181K
|
|
|
Aug 08, 2023
Q2 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
12KNew |
$75.8K - $106K
|
12K
$152K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
11.8K+ 8146.9% |
$74.8K - $105K
|
12K
$152K
|
|
|
Aug 07, 2023
Q2 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
11.4KNew |
$72.2K - $101K
|
11.4K
$144K
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
9.7K+ 35.99% |
$61.4K - $86K
|
36.6K
$464K
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
9.7K+ 35.99% |
$61.4K - $86K
|
36.6K
$464K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8.29K+ 450.84% |
$52.5K - $73.5K
|
10.1K
$128K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
7.75K+ 29.66% |
$49.1K - $68.7K
|
33.9K
$429K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
6.94KNew |
$44K - $61.6K
|
6.94K
$88K
|
|
|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
5.73KNew |
$36.2K - $50.8K
|
5.73K
$72.5K
|
|
|
Aug 21, 2023
Q2 2023
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
3.96KNew |
$25K - $35.1K
|
3.96K
$50.1K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.65K+ 338.5% |
$23.1K - $32.4K
|
4.73K
$59.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
3.54K+ 177100.0% |
$22.4K - $31.4K
|
3.54K
$44.9K
|
|
|
Aug 03, 2023
Q2 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
2.39K+ 8.73% |
$15.1K - $21.2K
|
29.8K
$378K
|
|
|
Aug 11, 2023
Q2 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
1.16KNew |
$7.32K - $10.3K
|
1.16K
$14.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
1.05K+ 0.33% |
$6.67K - $9.35K
|
319K
$4.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
1.04KNew |
$6.6K - $9.25K
|
1.04K
$13.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
982New |
$6.22K - $8.71K
|
982
$12.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
160New |
$1.01K - $1.42K
|
160
$2.03K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.32K- 88.17% |
$14.7K - $20.6K
|
311
$3.94K
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-7.04K- 3.46% |
$44.6K - $62.4K
|
197K
$2.49M
|
|
|
Aug 10, 2023
Q2 2023
|
Carlson Capital L P
Dallas, TX |
SELL
|
- |
-40K- 12.9% |
$253K - $355K
|
270K
$3.42M
|
|
|
Aug 11, 2023
Q2 2023
|
M3 F, Inc.
Salt Lake City, UT |
SELL
|
- |
-157K- 8.44% |
$996K - $1.4M
|
1.71M
$21.6M
|