Recent Quarter Total Invested
$76.50 M
Recent Quarter Institutional Ownership Percentage
43.11%
Total Invested of Last Quarter
$77.56 M
Ownership Percentage of Last Quarter
44.18%
Security National Financial Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SOLTIS INVESTMENT ADVISORS LLC | 08/12/2024 | 2.79 M | $22.31 M | -4.30% | 12.56% |
| M3F, INC. | 08/13/2024 | 1.76 M | $14.07 M | -5.01% | 7.93% |
| LHM, INC. | 08/22/2024 | 822,533 | $6.57 M | 0.00% | 3.70% |
| VANGUARD GROUP INC | 08/13/2024 | 655,161 | $5.23 M | 7.48% | 2.95% |
| DIMENSIONAL FUND ADVISORS LP | 08/09/2024 | 550,809 | $4.40 M | 10.32% | 2.48% |
| AMERIPRISE FINANCIAL INC | 08/14/2024 | 412,340 | $3.29 M | 100.00% | 1.86% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2024 | 328,198 | $2.62 M | -4.83% | 1.48% |
| RENAISSANCE TECHNOLOGIES LLC | 08/09/2024 | 291,553 | $2.33 M | 43.83% | 1.31% |
| RBF CAPITAL, LLC | 08/14/2024 | 280,125 | $2.24 M | 100.00% | 1.26% |
| CARLSON CAPITAL L P | 08/14/2024 | 213,000 | $1.70 M | -3.20% | 0.96% |
| BLACKROCK INC. | 08/13/2024 | 168,793 | $1.35 M | -78.75% | 0.76% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/09/2024 | 131,334 | $1.05 M | -52.57% | 0.59% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2024 | 117,050 | $935,230 | 594.58% | 0.53% |
| NORTHERN TRUST CORP | 08/14/2024 | 112,646 | $900,042 | -5.56% | 0.51% |
| TOWNSQUARE CAPITAL LLC | 08/14/2024 | 110,753 | $884,916 | 0.00% | 0.50% |
| VERDAD ADVISERS, LP | 08/06/2024 | 69,496 | $555,273 | -17.66% | 0.31% |
| CITADEL ADVISORS LLC | 08/14/2024 | 67,285 | $537,607 | 127.72% | 0.30% |
| JANNEY MONTGOMERY SCOTT LLC | 07/25/2024 | 66,952 | $535,000 | 3.32% | 0.30% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 08/08/2024 | 63,645 | $487,521 | 100.00% | 0.29% |
| EP WEALTH ADVISORS, LLC | 08/19/2024 | 57,929 | $462,853 | 0.00% | 0.26% |
| STATE STREET CORP | 08/14/2024 | 48,729 | $389,345 | -64.75% | 0.22% |
| EMPOWERED FUNDS, LLC | 07/30/2024 | 45,159 | $360,820 | 7.73% | 0.20% |
| GOLDMAN SACHS GROUP INC | 08/13/2024 | 39,915 | $318,921 | 49.18% | 0.18% |
| MORGAN STANLEY | 10/17/2024 | 39,691 | $317,135 | -12.00% | 0.18% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 08/14/2024 | 37,563 | $300,128 | -24.69% | 0.17% |
| BARCLAYS PLC | 08/14/2024 | 33,082 | $264,000 | -12.15% | 0.15% |
| PHYSICIAN WEALTH ADVISORS, INC. | 07/17/2024 | 32,296 | $250,617 | 5.00% | 0.15% |
| JANE STREET GROUP, LLC | 08/15/2024 | 31,855 | $254,521 | 100.00% | 0.14% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 08/14/2024 | 26,852 | $214,547 | 100.00% | 0.12% |
| HSBC HOLDINGS PLC | 08/12/2024 | 25,698 | $198,389 | 100.00% | 0.12% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 08/05/2024 | 16,376 | $130,844 | -43.99% | 0.07% |
| LUNT CAPITAL MANAGEMENT, INC. | 07/19/2024 | 15,107 | $120,705 | 100.00% | 0.07% |
| RITHOLTZ WEALTH MANAGEMENT | 08/01/2024 | 14,487 | $115,752 | -14.22% | 0.07% |
| MARSHALL WACE, LLP | 08/14/2024 | 13,311 | $106,355 | 100.00% | 0.06% |
| POINT72 ASIA (SINGAPORE) PTE. LTD. | 09/16/2024 | 12,891 | $103,000 | 100.00% | 0.06% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 12,280 | $98,117 | -25.32% | 0.06% |
| Y-INTERCEPT (HONG KONG) LTD | 08/14/2024 | 11,477 | $91,701 | 100.00% | 0.05% |
| ROYAL BANK OF CANADA | 11/06/2024 | 10,502 | $84,000 | -2.60% | 0.05% |
| BNP PARIBAS ARBITRAGE, SNC | 08/13/2024 | 8,821 | $70,480 | -17.52% | 0.04% |
| CITIGROUP INC | 08/12/2024 | 8,623 | $68,897 | 213.45% | 0.04% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 08/14/2024 | 6,508 | $51,999 | 100.00% | 0.03% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 08/13/2024 | 5,764 | $46,054 | 433.21% | 0.03% |
| INNEALTA CAPITAL, LLC | 07/29/2024 | 2,722 | $21,749 | 100.00% | 0.01% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 07/26/2024 | 1,818 | $14,525 | 100.00% | 0.01% |
| UBS GROUP AG | 08/14/2024 | 1,378 | $11,010 | -89.11% | 0.01% |
| FEDERATED HERMES, INC. | 08/08/2024 | 706 | $5,641 | -47.20% | 0.00% |
| MACQUARIE GROUP LTD | 08/09/2024 | 636 | $4,840 | 100.00% | 0.00% |
| RHUMBLINE ADVISERS | 08/01/2024 | 591 | $4,751 | -95.49% | 0.00% |
| CUBIST SYSTEMATIC STRATEGIES, LLC | 09/16/2024 | 468 | $3,739 | 100.00% | 0.00% |
| FMR LLC | 08/13/2024 | 454 | $3,627 | -8.28% | 0.00% |
Security National Financial Corporationinstitutional Ownership - Frequently Asked Questions
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Who are the largest shareholders of SNFCA shares?
During the previous two years, 62 institutional investors and hedge funds held shares of Security National Financial Corporation. The most heavily invested institutionals were:
Soltis Investment Advisors LLC: 2.82 M
M3F, Inc.: 2.05 M
LHM, INC.: 863,659
DIMENSIONAL FUND ADVISORS LP: 634,857
AMERIPRISE FINANCIAL INC: 447,398
BRIDGEWAY CAPITAL MANAGEMENT, LLC: 341,152
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What percentage of Security National Financial Corporation stock is owned by institutional investors?
43.11% of Security National Financial Corporation stock is owned by institutional investors.
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How much institutional buying is happening at SNFCA ?
Institutional investors have bought a total of 9.41 M shares in the last 24 months. This purchase volume represents approximately $118.55 M in transactions.