Purchases and Sales Made in Q3 2025 in Security National Financial Corp (SNFCA)
This table provides information about the institutional ownership of Security National Financial Corp (SNFCA) during Q3 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
131K+ 310.42% |
$1.09M - $1.36M
|
173K
$1.43M
|
|
|
Nov 12, 2025
Q3 2025
|
M3 F, Inc.
Salt Lake City, UT |
BUY
|
- |
111K+ 5.24% |
$929K - $1.16M
|
2.23M
$18.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
101K+ 21.69% |
$847K - $1.06M
|
569K
$4.69M
|
|
|
Nov 12, 2025
Q3 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
86.7K+ 3.4% |
$724K - $903K
|
2.64M
$21.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
65.7K+ 8.8% |
$549K - $684K
|
813K
$6.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
50.3K+ 16.29% |
$420K - $523K
|
359K
$2.96M
|
|
|
Nov 14, 2025
Q3 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
47KNew |
$392K - $489K
|
47K
$387K
|
|
|
Nov 12, 2025
Q3 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
34K+ 4.65% |
$284K - $354K
|
766K
$6.31M
|
|
|
Nov 14, 2025
Q3 2025
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
25.7K+ 7.63% |
$215K - $268K
|
362K
$2.99M
|
|
|
Nov 13, 2025
Q3 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
25.5KNew |
$213K - $266K
|
25.5K
$210K
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
18K+ 14.54% |
$151K - $188K
|
142K
$1.17M
|
|
|
Nov 14, 2025
Q3 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
16.8K+ 38.72% |
$141K - $175K
|
60.3K
$497K
|
|
|
Nov 14, 2025
Q3 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
16.4KNew |
$137K - $170K
|
16.4K
$135K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
15.6K+ 18110.47% |
$130K - $162K
|
15.7K
$129K
|
|
|
Nov 14, 2025
Q3 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
15.4K+ 10.8% |
$128K - $160K
|
158K
$1.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
14.8K+ 9.77% |
$124K - $154K
|
167K
$1.37M
|
|
|
Nov 14, 2025
Q3 2025
|
Rbf Capital, LLC
San Francisco, CA |
BUY
|
- |
14.7K+ 5.0% |
$123K - $154K
|
310K
$2.55M
|
|
|
Nov 14, 2025
Q3 2025
|
Black Maple Capital Management LP
Milwaukee, WI |
BUY
|
- |
12.8KNew |
$107K - $134K
|
12.8K
$106K
|
|
|
Nov 13, 2025
Q3 2025
|
Empowered Funds, LLC
|
BUY
|
- |
12K+ 19.34% |
$99.9K - $125K
|
73.8K
$608K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
6.15K+ 99.32% |
$51.4K - $64K
|
12.3K
$102K
|
|
|
Nov 14, 2025
Q3 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
3.68KNew |
$30.7K - $38.3K
|
3.68K
$30.3K
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
2.9K+ 22.52% |
$24.2K - $30.1K
|
15.8K
$130K
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
2.67K+ 5.0% |
$22.3K - $27.8K
|
56.2K
$463K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.42K+ 24.98% |
$20.2K - $25.1K
|
12.1K
$99.6K
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
2.21K+ 5.0% |
$18.5K - $23K
|
46.4K
$382K
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.87K+ 5.0% |
$15.6K - $19.5K
|
39.3K
$324K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.53K+ 2550.0% |
$12.8K - $15.9K
|
1.59K
$13.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.53KNew |
$12.8K - $15.9K
|
1.53K
$12.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
1.48K+ 8.99% |
$12.4K - $15.4K
|
18K
$148K
|
|
|
Nov 12, 2025
Q3 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
955+ 5.0% |
$7.97K - $9.94K
|
20.1K
$165K
|
|
|
Nov 12, 2025
Q3 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
669+ 168.09% |
$5.59K - $6.96K
|
1.07K
$8.79K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
521New |
$4.35K - $5.42K
|
521
$4.29K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
304+ 5.0% |
$2.54K - $3.16K
|
6.38K
$52.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
183New |
$1.53K - $1.91K
|
183
$1.51K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
156New |
$1.3K - $1.62K
|
156
$1.29K
|
|
|
Nov 12, 2025
Q3 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
149+ 4.97% |
$1.24K - $1.55K
|
3.15K
$25.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
137+ 1.17% |
$1.14K - $1.43K
|
11.8K
$97.2K
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
75+ 4.99% |
$626 - $781
|
1.58K
$13K
|
|
|
Nov 13, 2025
Q3 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
66+ 4.98% |
$551 - $687
|
1.39K
$11.5K
|
|
|
Nov 14, 2025
Q3 2025
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
46+ 5.01% |
$384 - $479
|
965
$7.95K
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
35New |
$292 - $364
|
35
$288
|
|
|
Nov 07, 2025
Q3 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
32+ 5.02% |
$267 - $333
|
669
$5.51K
|
|
|
Oct 29, 2025
Q3 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
25+ 4.97% |
$209 - $260
|
528
$4.35K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
18New |
$150 - $187
|
18
$148
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
6+ 4.76% |
$50.1 - $62.5
|
132
$1.09K
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1New |
$8.35 - $10.4
|
1
$8.24
|
|
|
Nov 13, 2025
Q3 2025
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-78- 0.72% |
$651 - $812
|
10.7K
$88.2K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-163- 65.2% |
$1.36K - $1.7K
|
87
$717
|
|
|
Nov 14, 2025
Q3 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
SELL
|
- |
-866- 10.76% |
$7.23K - $9.02K
|
7.18K
$59.2K
|
|
|
Nov 13, 2025
Q3 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-2.05K- 8.95% |
$17.1K - $21.4K
|
20.9K
$172K
|
|