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Security National Financial (SNFCA) Institutional Ownership

Security National Financial logo
$12.33 +0.18 (+1.48%)
As of 01/17/2025 04:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for Security National Financial (NASDAQ:SNFCA)

Current
Institutional Ownership
Percentage
45.58%
Number of
Institutional Buyers
(last 12 months)
26
Total
Institutional Inflows
(last 12 months)
$30.80M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$5.36M
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SNFCA Institutional Buying and Selling by Quarter

Security National Financial Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025 Janney Montgomery Scott LLC71,120$856K0.0%-1.3%0.293%
1/15/2025 Ritholtz Wealth Management40,734$490K0.0%+58.8%0.168%
12/26/2024JPMorgan Chase & Co.6,368$59K0.0%+1,673.8%0.026%
11/19/2024Barclays PLC42,486$391K0.0%+28.4%0.175%
11/18/2024Soltis Investment Advisors LLC2,820,948$25.95M2.5%+1.0%11.648%
11/16/2024Geode Capital Management LLC132,414$1.22M0.0%+0.8%0.547%
11/15/2024Barclays PLC42,486$391K0.0%+28.4%0.175%
11/15/2024EP Wealth Advisors LLC60,825$560K0.0%+5.0%0.251%
11/15/2024Jane Street Group LLC40,931$377K0.0%+28.5%0.169%
11/15/2024State Street Corp51,163$471K0.0%+5.0%0.211%
11/15/2024RBF Capital LLC296,531$2.73M0.1%+5.9%1.224%
11/15/2024Point72 Asia Singapore Pte. Ltd.14,213$131K0.0%+10.3%0.059%
11/13/2024Townsquare Capital LLC116,291$1.07M0.0%+5.0%0.480%
11/6/2024Empowered Funds LLC49,961$460K0.0%+10.6%0.206%
10/10/2024 Ritholtz Wealth Management25,647$236K0.0%+77.0%0.106%
9/16/2024Point72 Asia Singapore Pte. Ltd.12,891$103K0.0%N/A0.053%
8/15/2024Point72 Asia Singapore Pte. Ltd.12,891$103K0.0%N/A0.053%
8/14/2024Marshall Wace LLP13,311$106K0.0%N/A0.055%
8/12/2024LHM Inc.190,910$1.53M0.6%-76.8%0.790%
8/12/2024Hsbc Holdings PLC25,698$198K0.0%N/A0.106%
8/9/2024Renaissance Technologies LLC291,553$2.33M0.0%+43.8%1.206%
8/9/2024Dimensional Fund Advisors LP550,809$4.40M0.0%+10.3%2.278%
8/6/2024Los Angeles Capital Management LLC16,376$131K0.0%-44.0%0.068%
8/1/2024 Ritholtz Wealth Management14,487$116K0.0%-14.2%0.060%
7/17/2024Physician Wealth Advisors Inc.32,296$251K0.0%+5.0%0.134%
5/29/2024Soltis Investment Advisors LLC2,917,170$23.08M2.6%-0.5%12.667%
5/14/2024Carlson Capital L P220,048$1.74M0.1%+4.1%0.956%
5/13/2024O Shaughnessy Asset Management LLC49,879$395K0.0%+58.4%0.217%
5/11/2024Hillsdale Investment Management Inc.22,300$176K0.0%+45.8%0.097%
5/10/2024Acadian Asset Management LLC5,417$42K0.0%-23.7%0.024%
5/10/2024Vanguard Group Inc.609,575$4.82M0.0%+1.2%2.648%
5/7/2024Empowered Funds LLC41,919$332K0.0%+8.1%0.182%
5/1/2024 Janney Montgomery Scott LLC64,798$513K0.0%+9.3%0.281%
5/1/2024BNP Paribas Financial Markets10,695$85K0.0%+171.7%0.046%
2/28/2024EP Wealth Advisors LLC57,929$521K0.0%N/A0.252%
2/9/2024Verdad Advisers LP26,865$242K0.5%N/A0.117%
2/9/2024Hillsdale Investment Management Inc.15,300$138K0.0%N/A0.067%
2/8/2024Panagora Asset Management Inc.10,269$92K0.0%N/A0.045%
2/8/2024 Janney Montgomery Scott LLC59,306$534K0.0%+17.9%0.258%
2/6/2024AJOVista LLC5,564$50K0.1%N/A0.024%
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1/26/2024Soltis Investment Advisors LLC2,933,195$26.40M3.0%N/A12.764%
1/23/2024Physician Wealth Advisors Inc.30,758$262K0.1%-11.6%0.134%
11/14/2023O Shaughnessy Asset Management LLC31,407$246K0.0%+102.5%0.137%
11/13/2023Acadian Asset Management LLC12,289$96K0.0%N/A0.054%
11/8/2023 Janney Montgomery Scott LLC50,314$394K0.0%N/A0.220%
11/7/2023New York State Common Retirement Fund4,833$38K0.0%-57.6%0.021%
11/7/2023Barclays PLC31,184$245K0.0%+4.6%0.136%
11/6/2023Los Angeles Capital Management LLC29,240$229K0.0%N/A0.128%
10/27/2023Allspring Global Investments Holdings LLC4,368$34K0.0%N/A0.019%
10/24/2023Bailard Inc.12,772$100K0.0%N/A0.056%
10/24/2023Bank of New York Mellon Corp40,535$318K0.0%+6.5%0.177%
10/13/2023 Ritholtz Wealth Management14,180$111K0.0%N/A0.062%
10/10/2023Physician Wealth Advisors Inc.34,780$272K0.1%+5.0%0.152%
8/11/2023O Shaughnessy Asset Management LLC15,508$138K0.0%N/A0.068%
8/10/2023Carlson Capital L P270,000$2.40M0.2%-12.9%1.182%
8/9/2023Soltis Investment Advisors LLC3,006,872$26.67M3.1%+2.2%13.159%
8/4/2023American International Group Inc.5,726$51K0.0%N/A0.025%
7/27/2023EA Series Trust30,923$274K0.0%N/A0.135%
5/12/2023Verdad Advisers LP11,678$73K0.1%-85.4%0.054%
5/3/2023Soltis Investment Advisors LLC2,942,468$18.33M2.3%-2.4%13.562%
5/2/2023Acuitas Investments LLC19,400$121K0.1%N/A0.089%
2/13/2023Verdad Advisers LP80,000$584K0.6%-30.7%0.370%
2/10/2023M3F Inc.1,862,553$13.60M4.2%-0.5%8.619%
2/9/2023Soltis Investment Advisors LLC3,013,634$22M2.9%-1.1%13.946%
11/15/2022M3F Inc.1,870,977$11.88M4.2%+0.4%8.658%
11/15/2022Carlson Capital L P223,319$1.42M0.1%+25.2%1.033%
11/14/2022Soltis Investment Advisors LLC3,046,327$19.34M2.9%+4.7%14.099%
11/14/2022Verdad Advisers LP115,452$733K1.1%-21.5%0.534%
8/15/2022M3F Inc.1,862,889$15.76M5.1%+6.2%8.626%
8/11/2022O Shaughnessy Asset Management LLC12,550$106K0.0%N/A0.058%
8/11/2022Soltis Investment Advisors LLC2,909,130$24.61M3.6%-0.6%13.468%
8/2/2022UMA Financial Services Inc.33,124$262K0.1%+5.0%0.153%
5/6/2022Soltis Investment Advisors LLC2,927,279$29.27M4.1%+4.4%14.238%
5/5/2022UMA Financial Services Inc.31,547$304K0.1%N/A0.153%
4/25/2022 FNY Investment Advisers LLC5,914$59K0.1%N/A0.029%
2/9/2022Soltis Investment Advisors LLC2,804,264$25.80M3.6%-1.3%13.774%
2/9/2022Verdad Advisers LP172,500$1.59M1.1%+38.1%0.847%
2/9/2022Dimensional Fund Advisors LP315,824$2.91M0.0%+2.0%1.551%
1/21/2022Denali Advisors LLC3,200$29K0.0%N/A0.016%
11/15/2021Dimensional Fund Advisors LP309,594$2.55M0.0%+6.1%1.522%
11/15/2021M3F Inc.1,740,527$14.33M4.7%+5.0%8.555%
11/12/2021Renaissance Technologies LLC318,020$2.62M0.0%-2.9%1.563%
11/12/2021Carlson Capital L P220,000$1.81M0.1%-2.2%1.081%
11/12/2021Geode Capital Management LLC139,488$1.15M0.0%+28.2%0.686%
11/10/2021O Shaughnessy Asset Management LLC19,542$161K0.0%-19.9%0.096%
11/9/2021Barclays PLC28,957$239K0.0%+5.6%0.142%
11/9/2021BlackRock Inc.112,207$923K0.0%+20.4%0.552%
11/9/2021Soltis Investment Advisors LLC2,839,926$23.37M3.6%+7.7%13.962%
11/8/2021Synovus Financial Corp47,607$392K0.0%+5.0%0.234%
11/8/2021Russell Investments Group Ltd.12,753$104K0.0%-26.5%0.063%
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8/25/2021Marshall Wace LLP11,316$99K0.0%N/A0.056%
8/17/2021Zebra Capital Management LLC25,436$223K0.3%-9.7%0.125%
8/17/2021Millennium Management LLC89,299$781K0.0%N/A0.440%
8/17/2021Bridgeway Capital Management LLC285,420$2.50M0.0%-5.0%1.406%
8/16/2021State Street Corp26,908$235K0.0%-82.4%0.133%
8/16/2021Carlson Capital L P225,000$1.97M0.1%N/A1.108%
8/16/2021Marshall Wace LLP11,316$99K0.0%N/A0.056%
8/13/2021Renaissance Technologies LLC327,410$2.87M0.0%+27.3%1.613%
8/13/2021Northern Trust Corp33,939$297K0.0%-69.6%0.167%
8/13/2021Geode Capital Management LLC108,764$951K0.0%-33.0%0.536%
(Data available from 1/1/2016 forward)

SNFCA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SNFCA shares?

During the previous two years, 37 institutional investors and hedge funds held shares of Security National Financial. The most heavily invested institutionals were Soltis Investment Advisors LLC ($25.95M), M3F Inc. ($13.60M), Vanguard Group Inc. ($4.82M), Dimensional Fund Advisors LP ($4.40M), RBF Capital LLC ($2.73M), Renaissance Technologies LLC ($2.33M), and Carlson Capital L P ($1.74M).Learn more on SNFCA's institutional investors.

What percentage of Security National Financial stock is owned by institutional investors?

45.58% of Security National Financial stock is owned by institutional investors. Learn more on SNFCA's institutional investor holdings.

Which institutional investors have been buying Security National Financial stock?

Of the 34 institutional investors that purchased Security National Financial stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Soltis Investment Advisors LLC ($3.03M), Renaissance Technologies LLC ($88.85K), Janney Montgomery Scott LLC ($64.80K), EP Wealth Advisors LLC ($60.83K), Dimensional Fund Advisors LP ($51.54K), O Shaughnessy Asset Management LLC ($49.80K), and Ritholtz Wealth Management ($40.43K).

How much institutional buying is happening at Security National Financial?

Institutional investors have bought a total of 3,725,844 shares in the last 24 months. This purchase volume represents approximately $33.09M in transactions.

Which Security National Financial major shareholders have been selling company stock?

Of the 11 institutional investors that sold Security National Financial stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: LHM Inc. ($631.62K), Soltis Investment Advisors LLC ($119.88K), Verdad Advisers LP ($103.77K), Carlson Capital L P ($40K), Los Angeles Capital Management LLC ($12.86K), M3F Inc. ($8.42K), and New York State Common Retirement Fund ($6.57K).

How much institutional selling is happening at Security National Financial?

Institutional investors have sold a total of 932,143 shares in the last 24 months. This volume of shares sold represents approximately $7.19M in transactions.


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This page (NASDAQ:SNFCA) was last updated on 1/21/2025 by MarketBeat.com Staff
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