Security National Financial Ownership 2024 | Who Owns Security National Financial Now?
Institutional Ownership
40.01%
Insider Ownership
29.90%
Retail Ownership
30.09%
Institutional Holders
54.00
Security National Financial Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| SOLTIS INVESTMENT ADVISORS LLC | 12.56% | 2.36% | 2,791,828 | -125,342 | -4.30% | 22,306,706 | Jun 30, 2024 |
| M3F, INC. | 7.93% | 5.21% | 1,760,968 | -92,836 | -5.01% | 14,070,000 | Jun 30, 2024 |
| VANGUARD GROUP INC | 2.95% | 0.00% | 655,161 | 45,586 | 7.48% | 5,234,736 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 2.48% | 0.00% | 550,809 | 51,539 | 10.32% | 4,400,510 | Jun 30, 2024 |
| AMERIPRISE FINANCIAL INC | 1.86% | 0.00% | 412,340 | 412,340 | 100.00% | 3,294,596 | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 1.48% | 0.06% | 328,198 | -16,660 | -4.83% | 2,622,302 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 1.31% | 0.00% | 291,553 | 88,850 | 43.83% | 2,329,508 | Jun 30, 2024 |
| RBF CAPITAL, LLC | 1.26% | 0.13% | 280,125 | 280,125 | 100.00% | 2,238,199 | Jun 30, 2024 |
| CARLSON CAPITAL L P | 0.96% | 0.27% | 213,000 | -7,048 | -3.20% | 1,701,870 | Jun 30, 2024 |
| LHM, INC. | 0.86% | 2.77% | 190,910 | -631,623 | -76.79% | 6,572,039 | Jun 30, 2024 |
| BLACKROCK INC. | 0.76% | - | 168,793 | -625,644 | -78.75% | 1,348,655 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.59% | 0.00% | 131,334 | -145,569 | -52.57% | 1,049,605 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.53% | 0.00% | 117,050 | 100,198 | 594.58% | 935,230 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.51% | 0.00% | 112,646 | -6,628 | -5.56% | 900,042,000 | Jun 30, 2024 |
| TOWNSQUARE CAPITAL LLC | 0.50% | 0.01% | 110,753 | - | - | 884,916 | Jun 30, 2024 |
| VERDAD ADVISERS, LP | 0.31% | 0.64% | 69,496 | -14,904 | -17.66% | 555,273 | Jun 30, 2024 |
| JANNEY MONTGOMERY SCOTT LLC | 0.30% | 0.00% | 66,952 | 2,154 | 3.32% | 535,000 | Jun 30, 2024 |
| 0.29% | 0.06% | 63,645 | 63,645 | 100.00% | 487,521 | Jun 30, 2024 | |
| STATE STREET CORP | 0.22% | - | 48,729 | -89,499 | -64.75% | 389,345,000 | Jun 30, 2024 |
| EMPOWERED FUNDS, LLC | 0.20% | 0.01% | 45,159 | 3,240 | 7.73% | 360,820 | Jun 30, 2024 |
Security National Financial's largest institutional shareholder is SOLTIS INVESTMENT ADVISORS LLC, holding 12.56% of the company's total share outstanding, currently valued at $22.31M. The top 10 institutional shareholders own together 33.64% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| M3F, INC. | 7.93% | 5.21% | 1,760,968 | -92,836 | -5.01% | 14,070,000 | Jun 30, 2024 |
| LHM, INC. | 0.86% | 2.77% | 190,910 | -631,623 | -76.79% | 6,572,039 | Jun 30, 2024 |
| SOLTIS INVESTMENT ADVISORS LLC | 12.56% | 2.36% | 2,791,828 | -125,342 | -4.30% | 22,306,706 | Jun 30, 2024 |
| VERDAD ADVISERS, LP | 0.31% | 0.64% | 69,496 | -14,904 | -17.66% | 555,273 | Jun 30, 2024 |
| CARLSON CAPITAL L P | 0.96% | 0.27% | 213,000 | -7,048 | -3.20% | 1,701,870 | Jun 30, 2024 |
| RBF CAPITAL, LLC | 1.26% | 0.13% | 280,125 | 280,125 | 100.00% | 2,238,199 | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 1.48% | 0.06% | 328,198 | -16,660 | -4.83% | 2,622,302 | Jun 30, 2024 |
| 0.29% | 0.06% | 63,645 | 63,645 | 100.00% | 487,521 | Jun 30, 2024 | |
| LUNT CAPITAL MANAGEMENT, INC. | 0.07% | 0.06% | 15,107 | 15,107 | 100.00% | 120,705 | Jun 30, 2024 |
| PHYSICIAN WEALTH ADVISORS, INC. | 0.15% | 0.05% | 32,296 | 1,538 | 5.00% | 250,617 | Jun 30, 2024 |
| POINT72 ASIA (SINGAPORE) PTE. LTD. | 0.06% | 0.02% | 12,891 | 12,891 | 100.00% | 103,000 | Jun 30, 2024 |
| TOWNSQUARE CAPITAL LLC | 0.50% | 0.01% | 110,753 | - | - | 884,916 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | 0.01% | 0.01% | 2,722 | 2,722 | 100.00% | 21,749 | Jun 30, 2024 |
| EMPOWERED FUNDS, LLC | 0.20% | 0.01% | 45,159 | 3,240 | 7.73% | 360,820 | Jun 30, 2024 |
| Y-INTERCEPT (HONG KONG) LTD | 0.05% | 0.01% | 11,477 | 11,477 | 100.00% | 91,701 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 1.31% | 0.00% | 291,553 | 88,850 | 43.83% | 2,329,508 | Jun 30, 2024 |
| RITHOLTZ WEALTH MANAGEMENT | 0.07% | 0.00% | 14,487 | -2,402 | -14.22% | 115,752 | Jun 30, 2024 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 0.17% | 0.00% | 37,563 | -12,316 | -24.69% | 300,128 | Jun 30, 2024 |
| JANNEY MONTGOMERY SCOTT LLC | 0.30% | 0.00% | 66,952 | 2,154 | 3.32% | 535,000 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 2.48% | 0.00% | 550,809 | 51,539 | 10.32% | 4,400,510 | Jun 30, 2024 |
The largest Security National Financial shareholder by % of total assets is M3F, INC.. The company owns 1.76M shares of Security National Financial (SNFCA), representing 5.21% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | 1.86% | 0.00% | 412,340 | 412,340 | 100.00% | 3,294,596 | Jun 30, 2024 |
| RBF CAPITAL, LLC | 1.26% | 0.13% | 280,125 | 280,125 | 100.00% | 2,238,199 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.53% | 0.00% | 117,050 | 100,198 | 594.58% | 935,230 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 1.31% | 0.00% | 291,553 | 88,850 | 43.83% | 2,329,508 | Jun 30, 2024 |
| 0.29% | 0.06% | 63,645 | 63,645 | 100.00% | 487,521 | Jun 30, 2024 | |
| DIMENSIONAL FUND ADVISORS LP | 2.48% | 0.00% | 550,809 | 51,539 | 10.32% | 4,400,510 | Jun 30, 2024 |
| VANGUARD GROUP INC | 2.95% | 0.00% | 655,161 | 45,586 | 7.48% | 5,234,736 | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.12% | 0.00% | 26,852 | 26,852 | 100.00% | 214,547 | Jun 30, 2024 |
| HSBC HOLDINGS PLC | 0.12% | 0.00% | 25,698 | 25,698 | 100.00% | 198,389 | Jun 30, 2024 |
| LUNT CAPITAL MANAGEMENT, INC. | 0.07% | 0.06% | 15,107 | 15,107 | 100.00% | 120,705 | Jun 30, 2024 |
| MARSHALL WACE, LLP | 0.06% | 0.00% | 13,311 | 13,311 | 100.00% | 106,355 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.18% | 0.00% | 39,915 | 13,158 | 49.18% | 318,921 | Jun 30, 2024 |
| POINT72 ASIA (SINGAPORE) PTE. LTD. | 0.06% | 0.02% | 12,891 | 12,891 | 100.00% | 103,000 | Jun 30, 2024 |
| Y-INTERCEPT (HONG KONG) LTD | 0.05% | 0.01% | 11,477 | 11,477 | 100.00% | 91,701 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.03% | 0.00% | 6,508 | 6,508 | 100.00% | 51,999 | Jun 30, 2024 |
| TOWER RESEARCH CAPITAL LLC (TRC) | 0.03% | 0.00% | 5,764 | 4,683 | 433.21% | 46,054 | Jun 30, 2024 |
| EMPOWERED FUNDS, LLC | 0.20% | 0.01% | 45,159 | 3,240 | 7.73% | 360,820 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | 0.01% | 0.01% | 2,722 | 2,722 | 100.00% | 21,749 | Jun 30, 2024 |
| JANNEY MONTGOMERY SCOTT LLC | 0.30% | 0.00% | 66,952 | 2,154 | 3.32% | 535,000 | Jun 30, 2024 |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 0.01% | - | 1,818 | 1,818 | 100.00% | 14,525 | Jun 30, 2024 |
As of Jun 30 2024, Security National Financial's largest institutional buyer is AMERIPRISE FINANCIAL INC. The company purchased 412.34K stocks of SNFCA, valued at $3.29M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| LHM, INC. | 0.86% | 2.77% | 190,910 | -631,623 | -76.79% | 6,572,039 | Jun 30, 2024 |
| BLACKROCK INC. | 0.76% | - | 168,793 | -625,644 | -78.75% | 1,348,655 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.59% | 0.00% | 131,334 | -145,569 | -52.57% | 1,049,605 | Jun 30, 2024 |
| SOLTIS INVESTMENT ADVISORS LLC | 12.56% | 2.36% | 2,791,828 | -125,342 | -4.30% | 22,306,706 | Jun 30, 2024 |
| M3F, INC. | 7.93% | 5.21% | 1,760,968 | -92,836 | -5.01% | 14,070,000 | Jun 30, 2024 |
| STATE STREET CORP | 0.22% | - | 48,729 | -89,499 | -64.75% | 389,345,000 | Jun 30, 2024 |
| INVESCO LTD. | - | - | - | -44,016 | -100.00% | - | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | - | - | - | -35,841 | -100.00% | - | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | - | - | - | -35,601 | -100.00% | - | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 0.00% | - | 359 | -26,458 | -98.66% | 2,868 | Jun 30, 2024 |
| PANAGORA ASSET MANAGEMENT INC | - | - | - | -22,412 | -100.00% | - | Jun 30, 2024 |
| HILLSDALE INVESTMENT MANAGEMENT INC. | - | - | - | -22,300 | -100.00% | - | Jun 30, 2024 |
| ACUITAS INVESTMENTS, LLC | - | - | - | -20,370 | -100.00% | - | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 1.48% | 0.06% | 328,198 | -16,660 | -4.83% | 2,622,302 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | - | - | - | -15,036 | -100.00% | - | Jun 30, 2024 |
| VERDAD ADVISERS, LP | 0.31% | 0.64% | 69,496 | -14,904 | -17.66% | 555,273 | Jun 30, 2024 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 0.07% | 0.00% | 16,376 | -12,864 | -43.99% | 130,844 | Jun 30, 2024 |
| RHUMBLINE ADVISERS | 0.00% | - | 591 | -12,499 | -95.49% | 4,751 | Jun 30, 2024 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 0.17% | 0.00% | 37,563 | -12,316 | -24.69% | 300,128 | Jun 30, 2024 |
| UBS GROUP AG | 0.01% | - | 1,378 | -11,280 | -89.11% | 11,010 | Jun 30, 2024 |
As of Jun 30 2024, Security National Financial's biggest institutional seller is LHM, INC.. The company sold -0.63M shares of SNFCA, valued at $6.57M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | 1.86% | 0.00% | 412,340 | 412,340 | 100.00% | 3,294,596 | Jun 30, 2024 |
| RBF CAPITAL, LLC | 1.26% | 0.13% | 280,125 | 280,125 | 100.00% | 2,238,199 | Jun 30, 2024 |
| 0.29% | 0.06% | 63,645 | 63,645 | 100.00% | 487,521 | Jun 30, 2024 | |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.12% | 0.00% | 26,852 | 26,852 | 100.00% | 214,547 | Jun 30, 2024 |
| HSBC HOLDINGS PLC | 0.12% | 0.00% | 25,698 | 25,698 | 100.00% | 198,389 | Jun 30, 2024 |
| LUNT CAPITAL MANAGEMENT, INC. | 0.07% | 0.06% | 15,107 | 15,107 | 100.00% | 120,705 | Jun 30, 2024 |
| MARSHALL WACE, LLP | 0.06% | 0.00% | 13,311 | 13,311 | 100.00% | 106,355 | Jun 30, 2024 |
| POINT72 ASIA (SINGAPORE) PTE. LTD. | 0.06% | 0.02% | 12,891 | 12,891 | 100.00% | 103,000 | Jun 30, 2024 |
| Y-INTERCEPT (HONG KONG) LTD | 0.05% | 0.01% | 11,477 | 11,477 | 100.00% | 91,701 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.03% | 0.00% | 6,508 | 6,508 | 100.00% | 51,999 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | 0.01% | 0.01% | 2,722 | 2,722 | 100.00% | 21,749 | Jun 30, 2024 |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 0.01% | - | 1,818 | 1,818 | 100.00% | 14,525 | Jun 30, 2024 |
| MACQUARIE GROUP LTD | 0.00% | - | 636 | 636 | 100.00% | 4,840 | Jun 30, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | 0.00% | - | 468 | 468 | 100.00% | 3,739 | Jun 30, 2024 |
| CWM, LLC | 0.00% | - | 96 | 96 | 100.00% | 1,000 | Jun 30, 2024 |
Security National Financial's largest new institutional shareholder by number of shares is AMERIPRISE FINANCIAL INC, purchased 412.34K shares, valued at $3.29M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| INVESCO LTD. | - | - | - | -44,016 | -100.00% | - | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | - | - | - | -35,841 | -100.00% | - | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | - | - | - | -35,601 | -100.00% | - | Jun 30, 2024 |
| PANAGORA ASSET MANAGEMENT INC | - | - | - | -22,412 | -100.00% | - | Jun 30, 2024 |
| HILLSDALE INVESTMENT MANAGEMENT INC. | - | - | - | -22,300 | -100.00% | - | Jun 30, 2024 |
| ACUITAS INVESTMENTS, LLC | - | - | - | -20,370 | -100.00% | - | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | - | - | - | -15,036 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -6,218 | -100.00% | - | Jun 30, 2024 |
| ACADIAN ASSET MANAGEMENT LLC | - | - | - | -5,417 | -100.00% | - | Jun 30, 2024 |
| ADVISOR GROUP HOLDINGS, INC. | - | - | - | -3,065 | -100.00% | - | Jun 30, 2024 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | - | - | - | -1,269 | -100.00% | - | Jun 30, 2024 |
| LEGAL & GENERAL GROUP PLC | - | - | - | -1,095 | -100.00% | - | Jun 30, 2024 |
| AMERITAS INVESTMENT PARTNERS, INC. | - | - | - | -1,031 | -100.00% | - | Jun 30, 2024 |
| AMALGAMATED BANK | - | - | - | -421 | -100.00% | - | Jun 30, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -1 | -100.00% | - | Jun 30, 2024 |
Security National Financial's largest sold out institutional shareholder by shares sold is INVESCO LTD., sold -44.02K shares, valued at -, as of undefined.
Security National Financial Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| BRIDGEWAY FUNDS INC | 0.13% | 299,616 | - | - | Mar 28, 2024 |
| Vericimetry Funds | 0.04% | 3,780 | - | - | Mar 31, 2024 |
| BlackRock Advantage SMID Cap Fund, Inc. | 0.02% | 4,589 | - | - | Mar 28, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.02% | 8,192 | - | - | Mar 31, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.00% | 21,792 | - | - | Mar 31, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.00% | 1,975 | - | - | Mar 31, 2024 |
| Starboard Investment Trust | 0.00% | 1,680 | - | - | Feb 29, 2024 |
| ALPS Series Trust | 0.00% | 20,370 | - | - | Mar 31, 2024 |
| VANGUARD INDEX FUNDS | 0.00% | 530,040 | -214,815 | -28.84% | Mar 31, 2024 |
| SCHWAB CAPITAL TRUST | 0.00% | 35,601 | - | - | Jan 31, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 113,688 | 4,777 | 4.39% | Feb 29, 2024 |
| GPS Funds I | 0.00% | 2,429 | - | - | Mar 31, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 1,031 | - | - | Mar 31, 2024 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 390,428 | 47,779 | 13.94% | Jan 31, 2024 |
| NORTHERN LIGHTS FUND TRUST II | 0.00% | 2,585 | - | - | Mar 31, 2024 |
| Global X Funds | 0.00% | 8,208 | - | - | Jan 31, 2024 |
| VALIC Co II | 0.00% | 6,262 | 100 | 1.62% | Feb 28, 2021 |
| Invesco Exchange-Traded Self-Indexed Fund Trust | 0.00% | 37,851 | 1,562 | 4.30% | Feb 29, 2024 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 802 | - | - | Mar 31, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 4,601 | -629 | -12.03% | Mar 31, 2024 |
| SunAmerica Specialty Series | 0.00% | 79 | - | - | Apr 30, 2021 |
| Dimensional ETF Trust | 0.00% | 63,234 | 18,388 | 41.00% | Jan 31, 2024 |
| RBC FUNDS TRUST | 0.00% | 10,500 | - | - | Mar 28, 2024 |
| NORTHERN FUNDS | 0.00% | 12,612 | -1,618 | -11.37% | Mar 28, 2024 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 3,768 | - | - | Dec 31, 2023 |
| ALLSPRING MASTER TRUST | 0.00% | 4,368 | - | - | Feb 29, 2024 |
| STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 4,185 | - | - | Mar 31, 2024 |
| T. Rowe Price Index Trust, Inc. | 0.00% | 776 | 160 | 25.97% | Mar 31, 2024 |
| RUSSELL INVESTMENT CO | 0.00% | 10,065 | - | - | Jan 31, 2024 |
| PGIM ETF TRUST | 0.00% | 1,891 | - | - | Feb 29, 2024 |
| iSHARES TRUST | 0.00% | 457,854 | -26,531 | -5.48% | Mar 31, 2024 |
| RYDEX SERIES FUNDS | 0.00% | 114 | - | - | Dec 31, 2023 |
| VANGUARD SCOTTSDALE FUNDS | 0.00% | 53,902 | 5,782 | 12.02% | Feb 29, 2024 |
| MASTER INVESTMENT PORTFOLIO | 0.00% | 1,822 | - | - | Mar 31, 2024 |
| EQ ADVISORS TRUST | 0.00% | 23,938 | 640 | 2.75% | Mar 31, 2024 |
| PENN SERIES FUNDS INC | 0.00% | 525 | - | - | Mar 28, 2024 |
| NATIONWIDE VARIABLE INSURANCE TRUST | 0.00% | 2,360 | - | - | Mar 31, 2024 |
| VALIC Co I | 0.00% | 4,843 | 30 | 0.62% | Feb 29, 2024 |
| NATIONWIDE MUTUAL FUNDS | 0.00% | 2,010 | - | - | Jan 31, 2024 |
| RYDEX DYNAMIC FUNDS | 0.00% | 56 | - | - | Dec 31, 2023 |
| ProFunds | 0.00% | 98 | -7 | -6.67% | Mar 31, 2024 |
| USAA MUTUAL FUNDS TRUST | 0.00% | 1,752 | 305 | 21.08% | Jan 31, 2024 |
| MORGAN STANLEY PATHWAY FUNDS | 0.00% | 753 | - | - | Feb 29, 2024 |
| PROSHARES TRUST | 0.00% | 1,848 | 234 | 14.50% | Feb 29, 2024 |
| COLLEGE RETIREMENT EQUITIES FUND | 0.00% | 7,760 | - | - | Mar 31, 2024 |
| AMERICAN BEACON FUNDS | 0.00% | 26,707 | - | - | Feb 29, 2024 |
| RYDEX VARIABLE TRUST | 0.00% | 7 | - | - | Dec 31, 2023 |
| Brinker Capital Destinations Trust | 0.00% | 320 | 320 | - | Feb 29, 2024 |
| SEI INSTITUTIONAL MANAGED TRUST | 0.00% | 15,270 | - | - | Dec 31, 2023 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 12,803 | - | - | Mar 31, 2024 |
| TIAA-CREF FUNDS | 0.00% | 15,036 | - | - | Jan 31, 2024 |
| ADVANCED SERIES TRUST | 0.00% | 16,080 | - | - | Mar 28, 2024 |
| SUNAMERICA SERIES TRUST | 0.00% | 1,430 | 9 | 0.63% | Jan 31, 2024 |
| FIDELITY SALEM STREET TRUST | 0.00% | 9,519 | - | - | Mar 31, 2024 |
| Bridge Builder Trust | 0.00% | 6,541 | - | - | Mar 31, 2024 |
| MASSMUTUAL SELECT FUNDS | 0.00% | 1,168 | - | - | Dec 31, 2023 |
| PACIFIC SELECT FUND | 0.00% | 3,613 | -278 | -7.14% | Mar 31, 2024 |
| SEI INSTITUTIONAL INVESTMENTS TRUST | 0.00% | 13,970 | - | - | Feb 29, 2024 |
| Advisors' Inner Circle Fund III | 0.00% | 40 | 40 | - | Jan 31, 2024 |
| BlackRock Variable Series Funds, Inc. | 0.00% | 1,267 | - | - | Mar 31, 2024 |
| PRINCIPAL FUNDS, INC. | 0.00% | 1,738 | - | - | Jan 31, 2024 |
| BLACKROCK FUNDS | 0.00% | 1,775 | - | - | Jan 31, 2024 |
Security National Financial's largest mutual fund holder by % of total assets is "BRIDGEWAY FUNDS INC", owning 299.62K shares, compromising 0.13% of its total assets.
Security National Financial Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 54 | -1.82% |
| 31 Mar, 24 | 55 | - |
| 31 Dec, 23 | 55 | 27.91% |
| 30 Sep, 23 | 43 | 13.16% |
| 30 Jun, 23 | 38 | 31.03% |
| 31 Mar, 23 | 29 | 3.57% |
| 31 Dec, 22 | 28 | 3.70% |
| 30 Sep, 22 | 27 | 3.85% |
| 30 Jun, 22 | 26 | 4.00% |
| 31 Mar, 22 | 25 | -3.85% |
| 31 Dec, 21 | 26 | -7.14% |
| 30 Sep, 21 | 28 | -20.00% |
| 30 Jun, 21 | 35 | -20.45% |
| 31 Mar, 21 | 44 | 2.33% |
| 31 Dec, 20 | 43 | 10.26% |
| 30 Sep, 20 | 39 | 2.63% |
| 30 Jun, 20 | 38 | 111.11% |
| 31 Mar, 20 | 18 | -14.29% |
| 31 Dec, 19 | 21 | -4.55% |
| 30 Sep, 19 | 22 | 10.00% |
| 30 Jun, 19 | 20 | -9.09% |
| 31 Mar, 19 | 22 | -4.35% |
| 31 Dec, 18 | 23 | - |
| 30 Sep, 18 | 23 | 21.05% |
| 30 Jun, 18 | 19 | -9.52% |
| 31 Mar, 18 | 21 | -4.55% |
| 31 Dec, 17 | 22 | -8.33% |
| 30 Sep, 17 | 24 | -7.69% |
| 30 Jun, 17 | 26 | -3.70% |
| 31 Mar, 17 | 27 | 8.00% |
| 31 Dec, 16 | 25 | 4.17% |
| 30 Sep, 16 | 24 | -7.69% |
| 30 Jun, 16 | 26 | -16.13% |
| 31 Mar, 16 | 31 | - |
| 31 Dec, 15 | 31 | 3.33% |
| 30 Sep, 15 | 30 | 25.00% |
| 30 Jun, 15 | 24 | 4.35% |
| 31 Mar, 15 | 23 | - |
| 31 Dec, 14 | 23 | 21.05% |
| 30 Sep, 14 | 19 | - |
| 30 Jun, 14 | 19 | -5.00% |
| 31 Mar, 14 | 20 | - |
| 31 Dec, 13 | 20 | - |
| 30 Sep, 13 | 20 | -23.08% |
| 30 Jun, 13 | 26 | 225.00% |
| 31 Mar, 13 | 8 | 60.00% |
| 31 Dec, 12 | 5 | 400.00% |
| 30 Sep, 12 | 1 | -75.00% |
| 30 Jun, 12 | 4 | 100.00% |
| 31 Mar, 12 | 2 | 100.00% |
| 31 Dec, 11 | 1 | -66.67% |
| 30 Sep, 11 | 3 | 200.00% |
| 30 Jun, 11 | 1 | - |
| 31 Mar, 11 | 1 | - |
| 31 Dec, 10 | 1 | - |
| 30 Sep, 10 | 1 | - |
| 30 Jun, 10 | 1 | - |
| 31 Mar, 10 | 1 | - |
| 31 Dec, 09 | 1 | - |
| 30 Sep, 09 | 1 | -50.00% |
| 30 Jun, 09 | 2 | 100.00% |
| 31 Mar, 09 | 1 | -50.00% |
| 31 Dec, 08 | 2 | 100.00% |
| 30 Sep, 08 | 1 | - |
| 30 Jun, 08 | 1 | - |
| 31 Mar, 08 | 1 | - |
| 31 Dec, 07 | 1 | -50.00% |
| 30 Sep, 07 | 2 | - |
| 30 Jun, 07 | 2 | - |
| 31 Mar, 07 | 2 | 100.00% |
| 31 Dec, 06 | 1 | - |
| 30 Sep, 99 | 1 | - |
| 30 Jun, 99 | 1 | - |
| 31 Mar, 99 | 1 | - |
As of 30 Jun 24, 54 institutions are holding Security National Financial's shares, representing a decrease of -1.82% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 8,889,649 | -9.44% |
| 31 Mar, 24 | 9,816,300 | 3.36% |
| 31 Dec, 23 | 9,497,592 | 75.46% |
| 30 Sep, 23 | 5,412,981 | -32.01% |
| 30 Jun, 23 | 7,961,874 | 12.14% |
| 31 Mar, 23 | 7,099,656 | -0.87% |
| 31 Dec, 22 | 7,161,622 | 0.22% |
| 30 Sep, 22 | 7,145,742 | 1.30% |
| 30 Jun, 22 | 7,053,701 | 3.26% |
| 31 Mar, 22 | 6,831,175 | 0.33% |
| 31 Dec, 21 | 6,808,889 | -1.58% |
| 30 Sep, 21 | 6,918,008 | 6.24% |
| 30 Jun, 21 | 6,511,470 | -8.75% |
| 31 Mar, 21 | 7,135,779 | 7.73% |
| 31 Dec, 20 | 6,623,938 | 6.20% |
| 30 Sep, 20 | 6,237,501 | 8.77% |
| 30 Jun, 20 | 5,734,824 | 19.93% |
| 31 Mar, 20 | 4,781,946 | 4.94% |
| 31 Dec, 19 | 4,556,942 | 75.84% |
| 30 Sep, 19 | 2,591,584 | 2.31% |
| 30 Jun, 19 | 2,533,015 | 20.81% |
| 31 Mar, 19 | 2,096,693 | 9.75% |
| 31 Dec, 18 | 1,910,495 | 6.35% |
| 30 Sep, 18 | 1,796,487 | 8.58% |
| 30 Jun, 18 | 1,654,523 | 5.78% |
| 31 Mar, 18 | 1,564,174 | 16.03% |
| 31 Dec, 17 | 1,348,023 | 0.50% |
| 30 Sep, 17 | 1,341,378 | -4.20% |
| 30 Jun, 17 | 1,400,168 | 6.32% |
| 31 Mar, 17 | 1,316,989 | 10.68% |
| 31 Dec, 16 | 1,189,938 | 3.87% |
| 30 Sep, 16 | 1,145,565 | -4.00% |
| 30 Jun, 16 | 1,193,298 | -3.08% |
| 31 Mar, 16 | 1,231,198 | 4.69% |
| 31 Dec, 15 | 1,175,993 | 0.34% |
| 30 Sep, 15 | 1,172,033 | 16.86% |
| 30 Jun, 15 | 1,002,951 | 10.07% |
| 31 Mar, 15 | 911,172 | 6.85% |
| 31 Dec, 14 | 852,782 | 0.81% |
| 30 Sep, 14 | 845,901 | 1.38% |
| 30 Jun, 14 | 834,370 | -3.78% |
| 31 Mar, 14 | 867,126 | -1.72% |
| 31 Dec, 13 | 882,308 | -1.10% |
| 30 Sep, 13 | 892,122 | -14.93% |
| 30 Jun, 13 | 1,048,650 | 136.79% |
| 31 Mar, 13 | 442,855 | 139.19% |
| 31 Dec, 12 | 185,148 | 1777.20% |
| 30 Sep, 12 | 9,863 | -82.35% |
| 30 Jun, 12 | 55,872 | 15.24% |
| 31 Mar, 12 | 48,482 | 923.47% |
| 31 Dec, 11 | 4,737 | -90.24% |
| 30 Sep, 11 | 48,511 | 924.09% |
| 30 Jun, 11 | 4,737 | - |
| 31 Mar, 11 | 4,737 | 4.99% |
| 31 Dec, 10 | 4,512 | - |
| 30 Sep, 10 | 4,512 | - |
| 30 Jun, 10 | 4,512 | - |
| 31 Mar, 10 | 4,512 | 4.98% |
| 31 Dec, 09 | 4,298 | -88.56% |
| 30 Sep, 09 | 37,585 | -2.75% |
| 30 Jun, 09 | 38,649 | 3532.42% |
| 31 Mar, 09 | 1,064 | -97.64% |
| 31 Dec, 08 | 45,061 | 11.20% |
| 30 Sep, 08 | 40,521 | - |
| 30 Jun, 08 | 40,521 | 1.76% |
| 31 Mar, 08 | 39,821 | 11.14% |
| 31 Dec, 07 | 35,830 | 21.66% |
| 30 Sep, 07 | 29,452 | -34.28% |
| 30 Jun, 07 | 44,814 | - |
| 31 Mar, 07 | 44,814 | 257.77% |
| 31 Dec, 06 | 12,526 | - |
| 30 Sep, 99 | 29,255 | - |
| 30 Jun, 99 | 29,255 | -56.37% |
| 31 Mar, 99 | 67,056 | - |
Security National Financial (SNFCA) has 8.89M shares outstanding as of 30 Jun 24, down -9.44% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 40.01% | 2.05% |
| 31 Mar, 24 | 44.18% | 2.39% |
| 31 Dec, 23 | 43.01% | 7.15% |
| 30 Sep, 23 | 24.53% | 1.87% |
| 30 Jun, 23 | 36.18% | 3.04% |
| 31 Mar, 23 | 34.49% | 2.94% |
| 31 Dec, 22 | 34.26% | 2.84% |
| 30 Sep, 22 | 34.72% | 3.07% |
| 30 Jun, 22 | 33.64% | 2.95% |
| 31 Mar, 22 | 33.78% | 2.96% |
| 31 Dec, 21 | 33.81% | 2.87% |
| 30 Sep, 21 | 34.34% | 2.97% |
| 30 Jun, 21 | 34.03% | 2.44% |
| 31 Mar, 21 | 37.31% | 3.02% |
| 31 Dec, 20 | 35.15% | 3.22% |
| 30 Sep, 20 | 33.03% | 3.75% |
| 30 Jun, 20 | 29.66% | 4.33% |
| 31 Mar, 20 | 26.16% | 3.78% |
| 31 Dec, 19 | 26.29% | 11.75% |
| 30 Sep, 19 | 14.96% | 7.37% |
| 30 Jun, 19 | 14.25% | 9.73% |
| 31 Mar, 19 | 12.10% | 9.81% |
| 31 Dec, 18 | 11.11% | 9.28% |
| 30 Sep, 18 | 10.94% | 10.68% |
| 30 Jun, 18 | 10.12% | 10.95% |
| 31 Mar, 18 | 9.62% | 13.67% |
| 31 Dec, 17 | 8.39% | 10.97% |
| 30 Sep, 17 | 8.75% | 10.37% |
| 30 Jun, 17 | 9.18% | 12.15% |
| 31 Mar, 17 | 8.69% | 10.49% |
| 31 Dec, 16 | 9.10% | 13.97% |
| 30 Sep, 16 | 8.07% | 11.29% |
| 30 Jun, 16 | 8.45% | 10.97% |
| 31 Mar, 16 | 8.78% | 12.12% |
| 31 Dec, 15 | 8.51% | 10.81% |
| 30 Sep, 15 | 8.87% | 15.15% |
| 30 Jun, 15 | 7.65% | 15.60% |
| 31 Mar, 15 | 7.00% | 15.44% |
| 31 Dec, 14 | 6.73% | 13.37% |
| 30 Sep, 14 | 7.10% | 14.47% |
| 30 Jun, 14 | 7.00% | 13.12% |
| 31 Mar, 14 | 7.31% | 13.23% |
| 31 Dec, 13 | 7.43% | 12.29% |
| 30 Sep, 13 | 7.78% | 8.90% |
| 30 Jun, 13 | 9.35% | 58.87% |
| 31 Mar, 13 | 3.98% | 114.38% |
| 31 Dec, 12 | 1.87% | 17941.18% |
| 30 Sep, 12 | 0.10% | 30.27% |
| 30 Jun, 12 | 0.58% | 226.78% |
| 31 Mar, 12 | 0.51% | 18993.99% |
| 31 Dec, 11 | 0.05% | 17.71% |
| 30 Sep, 11 | 0.54% | 19277.69% |
| 30 Jun, 11 | 0.05% | 6293.10% |
| 31 Mar, 11 | 0.03% | 1110.57% |
| 31 Dec, 10 | 0.05% | 1753.15% |
| 30 Sep, 10 | 0.05% | 1830.94% |
| 30 Jun, 10 | 0.05% | 1821.61% |
| 31 Mar, 10 | 0.05% | 1502.16% |
| 31 Dec, 09 | 0.06% | 23.46% |
| 30 Sep, 09 | 0.51% | 206.77% |
| 30 Jun, 09 | 0.50% | 260552.90% |
| 31 Mar, 09 | 0.01% | 2.96% |
| 31 Dec, 08 | 0.68% | 251.28% |
| 30 Sep, 08 | 0.52% | 190.44% |
| 30 Jun, 08 | 0.52% | 196.90% |
| 31 Mar, 08 | 0.52% | 235.92% |
| 31 Dec, 07 | 0.47% | 282.26% |
| 30 Sep, 07 | 0.41% | 103.44% |
| 30 Jun, 07 | 0.63% | 789.18% |
| 31 Mar, 07 | 0.28% | 671.64% |
| 31 Dec, 06 | 0.20% | - |
| 30 Sep, 99 | 0.21% | 478.13% |
| 30 Jun, 99 | 0.21% | 92.98% |
| 31 Mar, 99 | 0.48% | - |
As of 30 Jun 24, Security National Financial is held by 40.01% institutional shareholders, representing a 2.05% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 27 | 3.85% |
| 31 Mar, 24 | 26 | -25.71% |
| 31 Dec, 23 | 35 | - |
| 30 Sep, 23 | 35 | 6.06% |
| 30 Jun, 23 | 33 | 135.71% |
| 31 Mar, 23 | 14 | 55.56% |
| 31 Dec, 22 | 9 | -35.71% |
| 30 Sep, 22 | 14 | -22.22% |
| 30 Jun, 22 | 18 | 125.00% |
| 31 Mar, 22 | 8 | -27.27% |
| 31 Dec, 21 | 11 | -38.89% |
| 30 Sep, 21 | 18 | 28.57% |
| 30 Jun, 21 | 14 | -36.36% |
| 31 Mar, 21 | 22 | -21.43% |
| 31 Dec, 20 | 28 | - |
| 30 Sep, 20 | 28 | -9.68% |
| 30 Jun, 20 | 31 | 106.67% |
| 31 Mar, 20 | 15 | 150.00% |
| 31 Dec, 19 | 6 | -33.33% |
| 30 Sep, 19 | 9 | 50.00% |
| 30 Jun, 19 | 6 | -68.42% |
| 31 Mar, 19 | 19 | 90.00% |
| 31 Dec, 18 | 10 | -9.09% |
| 30 Sep, 18 | 11 | 57.14% |
| 30 Jun, 18 | 7 | -53.33% |
| 31 Mar, 18 | 15 | 114.29% |
| 31 Dec, 17 | 7 | - |
| 30 Sep, 17 | 7 | -56.25% |
| 30 Jun, 17 | 16 | -38.46% |
| 31 Mar, 17 | 26 | 136.36% |
| 31 Dec, 16 | 11 | 37.50% |
| 30 Sep, 16 | 8 | - |
| 30 Jun, 16 | 8 | -70.37% |
| 31 Mar, 16 | 27 | 92.86% |
| 31 Dec, 15 | 14 | -6.67% |
| 30 Sep, 15 | 15 | 25.00% |
| 30 Jun, 15 | 12 | -29.41% |
| 31 Mar, 15 | 17 | 30.77% |
| 31 Dec, 14 | 13 | 62.50% |
| 30 Sep, 14 | 8 | 33.33% |
| 30 Jun, 14 | 6 | -64.71% |
| 31 Mar, 14 | 17 | 112.50% |
| 31 Dec, 13 | 8 | 14.29% |
| 30 Sep, 13 | 7 | -69.57% |
| 30 Jun, 13 | 23 | 187.50% |
| 31 Mar, 13 | 8 | 60.00% |
| 31 Dec, 12 | 5 | - |
| 30 Sep, 12 | - | -100.00% |
| 30 Jun, 12 | 2 | - |
| 31 Mar, 12 | 2 | - |
| 31 Dec, 11 | - | -100.00% |
| 30 Sep, 11 | 2 | - |
| 30 Jun, 11 | - | -100.00% |
| 31 Mar, 11 | 1 | - |
| 31 Dec, 10 | - | - |
| 30 Sep, 10 | - | - |
| 30 Jun, 10 | - | -100.00% |
| 31 Mar, 10 | 1 | - |
| 31 Dec, 09 | 1 | - |
| 30 Sep, 09 | - | -100.00% |
| 30 Jun, 09 | 1 | - |
| 31 Mar, 09 | 1 | - |
| 31 Dec, 08 | 1 | - |
| 30 Sep, 08 | - | -100.00% |
| 30 Jun, 08 | 1 | - |
| 31 Mar, 08 | 1 | - |
| 31 Dec, 07 | 1 | - |
| 30 Sep, 07 | - | - |
| 30 Jun, 07 | - | -100.00% |
| 31 Mar, 07 | 2 | 100.00% |
| 31 Dec, 06 | 1 | - |
| 30 Sep, 99 | - | - |
| 30 Jun, 99 | - | -100.00% |
| 31 Mar, 99 | 1 | - |
27 institutional shareholders have increased their position in SNFCA stock as of 30 Jun 24 compared to 26 in the previous quarter (a 3.85% increase).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 25 | 38.89% |
| 31 Mar, 24 | 18 | 50.00% |
| 31 Dec, 23 | 12 | 50.00% |
| 30 Sep, 23 | 8 | 100.00% |
| 30 Jun, 23 | 4 | -55.56% |
| 31 Mar, 23 | 9 | -35.71% |
| 31 Dec, 22 | 14 | 75.00% |
| 30 Sep, 22 | 8 | - |
| 30 Jun, 22 | 8 | -33.33% |
| 31 Mar, 22 | 12 | 9.09% |
| 31 Dec, 21 | 11 | 10.00% |
| 30 Sep, 21 | 10 | -47.37% |
| 30 Jun, 21 | 19 | 46.15% |
| 31 Mar, 21 | 13 | 44.44% |
| 31 Dec, 20 | 9 | -18.18% |
| 30 Sep, 20 | 11 | 1000.00% |
| 30 Jun, 20 | 1 | -66.67% |
| 31 Mar, 20 | 3 | -57.14% |
| 31 Dec, 19 | 7 | 16.67% |
| 30 Sep, 19 | 6 | 20.00% |
| 30 Jun, 19 | 5 | 66.67% |
| 31 Mar, 19 | 3 | -25.00% |
| 31 Dec, 18 | 4 | -33.33% |
| 30 Sep, 18 | 6 | 20.00% |
| 30 Jun, 18 | 5 | -16.67% |
| 31 Mar, 18 | 6 | 20.00% |
| 31 Dec, 17 | 5 | -44.44% |
| 30 Sep, 17 | 9 | 125.00% |
| 30 Jun, 17 | 4 | 300.00% |
| 31 Mar, 17 | 1 | -80.00% |
| 31 Dec, 16 | 5 | - |
| 30 Sep, 16 | 5 | -16.67% |
| 30 Jun, 16 | 6 | 50.00% |
| 31 Mar, 16 | 4 | -42.86% |
| 31 Dec, 15 | 7 | 40.00% |
| 30 Sep, 15 | 5 | 25.00% |
| 30 Jun, 15 | 4 | -20.00% |
| 31 Mar, 15 | 5 | - |
| 31 Dec, 14 | 5 | 25.00% |
| 30 Sep, 14 | 4 | - |
| 30 Jun, 14 | 4 | 33.33% |
| 31 Mar, 14 | 3 | -25.00% |
| 31 Dec, 13 | 4 | -50.00% |
| 30 Sep, 13 | 8 | 300.00% |
| 30 Jun, 13 | 2 | - |
| 31 Mar, 13 | - | - |
| 31 Dec, 12 | - | -100.00% |
| 30 Sep, 12 | 1 | - |
| 30 Jun, 12 | 1 | - |
| 31 Mar, 12 | - | - |
| 31 Dec, 11 | - | - |
| 30 Sep, 11 | - | - |
| 30 Jun, 11 | - | - |
| 31 Mar, 11 | - | - |
| 31 Dec, 10 | - | - |
| 30 Sep, 10 | - | - |
| 30 Jun, 10 | - | - |
| 31 Mar, 10 | - | - |
| 31 Dec, 09 | - | - |
| 30 Sep, 09 | - | - |
| 30 Jun, 09 | - | - |
| 31 Mar, 09 | - | - |
| 31 Dec, 08 | - | - |
| 30 Sep, 08 | - | - |
| 30 Jun, 08 | - | - |
| 31 Mar, 08 | - | - |
| 31 Dec, 07 | - | -100.00% |
| 30 Sep, 07 | 1 | - |
| 30 Jun, 07 | - | - |
| 31 Mar, 07 | - | - |
| 31 Dec, 06 | - | - |
| 30 Sep, 99 | - | -100.00% |
| 30 Jun, 99 | 1 | - |
| 31 Mar, 99 | - | - |
25 institutional shareholders have reduced their position in SNFCA stock as of 30 Jun 24 compared to 18 in the previous quarter (a 38.89% increase).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 54 | -1.82% | 8,889,649 | -9.44% | 40.01% | 2.05% | 27 | 3.85% | 25 | 38.89% |
| 31 Mar, 24 | 55 | - | 9,816,300 | 3.36% | 44.18% | 2.39% | 26 | -25.71% | 18 | 50.00% |
| 31 Dec, 23 | 55 | 27.91% | 9,497,592 | 75.46% | 43.01% | 7.15% | 35 | - | 12 | 50.00% |
| 30 Sep, 23 | 43 | 13.16% | 5,412,981 | -32.01% | 24.53% | 1.87% | 35 | 6.06% | 8 | 100.00% |
| 30 Jun, 23 | 38 | 31.03% | 7,961,874 | 12.14% | 36.18% | 3.04% | 33 | 135.71% | 4 | -55.56% |
| 31 Mar, 23 | 29 | 3.57% | 7,099,656 | -0.87% | 34.49% | 2.94% | 14 | 55.56% | 9 | -35.71% |
| 31 Dec, 22 | 28 | 3.70% | 7,161,622 | 0.22% | 34.26% | 2.84% | 9 | -35.71% | 14 | 75.00% |
| 30 Sep, 22 | 27 | 3.85% | 7,145,742 | 1.30% | 34.72% | 3.07% | 14 | -22.22% | 8 | - |
| 30 Jun, 22 | 26 | 4.00% | 7,053,701 | 3.26% | 33.64% | 2.95% | 18 | 125.00% | 8 | -33.33% |
| 31 Mar, 22 | 25 | -3.85% | 6,831,175 | 0.33% | 33.78% | 2.96% | 8 | -27.27% | 12 | 9.09% |
| 31 Dec, 21 | 26 | -7.14% | 6,808,889 | -1.58% | 33.81% | 2.87% | 11 | -38.89% | 11 | 10.00% |
| 30 Sep, 21 | 28 | -20.00% | 6,918,008 | 6.24% | 34.34% | 2.97% | 18 | 28.57% | 10 | -47.37% |
| 30 Jun, 21 | 35 | -20.45% | 6,511,470 | -8.75% | 34.03% | 2.44% | 14 | -36.36% | 19 | 46.15% |
| 31 Mar, 21 | 44 | 2.33% | 7,135,779 | 7.73% | 37.31% | 3.02% | 22 | -21.43% | 13 | 44.44% |
| 31 Dec, 20 | 43 | 10.26% | 6,623,938 | 6.20% | 35.15% | 3.22% | 28 | - | 9 | -18.18% |
| 30 Sep, 20 | 39 | 2.63% | 6,237,501 | 8.77% | 33.03% | 3.75% | 28 | -9.68% | 11 | 1000.00% |
| 30 Jun, 20 | 38 | 111.11% | 5,734,824 | 19.93% | 29.66% | 4.33% | 31 | 106.67% | 1 | -66.67% |
| 31 Mar, 20 | 18 | -14.29% | 4,781,946 | 4.94% | 26.16% | 3.78% | 15 | 150.00% | 3 | -57.14% |
| 31 Dec, 19 | 21 | -4.55% | 4,556,942 | 75.84% | 26.29% | 11.75% | 6 | -33.33% | 7 | 16.67% |
| 30 Sep, 19 | 22 | 10.00% | 2,591,584 | 2.31% | 14.96% | 7.37% | 9 | 50.00% | 6 | 20.00% |
| 30 Jun, 19 | 20 | -9.09% | 2,533,015 | 20.81% | 14.25% | 9.73% | 6 | -68.42% | 5 | 66.67% |
| 31 Mar, 19 | 22 | -4.35% | 2,096,693 | 9.75% | 12.10% | 9.81% | 19 | 90.00% | 3 | -25.00% |
| 31 Dec, 18 | 23 | - | 1,910,495 | 6.35% | 11.11% | 9.28% | 10 | -9.09% | 4 | -33.33% |
| 30 Sep, 18 | 23 | 21.05% | 1,796,487 | 8.58% | 10.94% | 10.68% | 11 | 57.14% | 6 | 20.00% |
| 30 Jun, 18 | 19 | -9.52% | 1,654,523 | 5.78% | 10.12% | 10.95% | 7 | -53.33% | 5 | -16.67% |
| 31 Mar, 18 | 21 | -4.55% | 1,564,174 | 16.03% | 9.62% | 13.67% | 15 | 114.29% | 6 | 20.00% |
| 31 Dec, 17 | 22 | -8.33% | 1,348,023 | 0.50% | 8.39% | 10.97% | 7 | - | 5 | -44.44% |
| 30 Sep, 17 | 24 | -7.69% | 1,341,378 | -4.20% | 8.75% | 10.37% | 7 | -56.25% | 9 | 125.00% |
| 30 Jun, 17 | 26 | -3.70% | 1,400,168 | 6.32% | 9.18% | 12.15% | 16 | -38.46% | 4 | 300.00% |
| 31 Mar, 17 | 27 | 8.00% | 1,316,989 | 10.68% | 8.69% | 10.49% | 26 | 136.36% | 1 | -80.00% |
| 31 Dec, 16 | 25 | 4.17% | 1,189,938 | 3.87% | 9.10% | 13.97% | 11 | 37.50% | 5 | - |
| 30 Sep, 16 | 24 | -7.69% | 1,145,565 | -4.00% | 8.07% | 11.29% | 8 | - | 5 | -16.67% |
| 30 Jun, 16 | 26 | -16.13% | 1,193,298 | -3.08% | 8.45% | 10.97% | 8 | -70.37% | 6 | 50.00% |
| 31 Mar, 16 | 31 | - | 1,231,198 | 4.69% | 8.78% | 12.12% | 27 | 92.86% | 4 | -42.86% |
| 31 Dec, 15 | 31 | 3.33% | 1,175,993 | 0.34% | 8.51% | 10.81% | 14 | -6.67% | 7 | 40.00% |
| 30 Sep, 15 | 30 | 25.00% | 1,172,033 | 16.86% | 8.87% | 15.15% | 15 | 25.00% | 5 | 25.00% |
| 30 Jun, 15 | 24 | 4.35% | 1,002,951 | 10.07% | 7.65% | 15.60% | 12 | -29.41% | 4 | -20.00% |
| 31 Mar, 15 | 23 | - | 911,172 | 6.85% | 7.00% | 15.44% | 17 | 30.77% | 5 | - |
| 31 Dec, 14 | 23 | 21.05% | 852,782 | 0.81% | 6.73% | 13.37% | 13 | 62.50% | 5 | 25.00% |
| 30 Sep, 14 | 19 | - | 845,901 | 1.38% | 7.10% | 14.47% | 8 | 33.33% | 4 | - |
| 30 Jun, 14 | 19 | -5.00% | 834,370 | -3.78% | 7.00% | 13.12% | 6 | -64.71% | 4 | 33.33% |
| 31 Mar, 14 | 20 | - | 867,126 | -1.72% | 7.31% | 13.23% | 17 | 112.50% | 3 | -25.00% |
| 31 Dec, 13 | 20 | - | 882,308 | -1.10% | 7.43% | 12.29% | 8 | 14.29% | 4 | -50.00% |
| 30 Sep, 13 | 20 | -23.08% | 892,122 | -14.93% | 7.78% | 8.90% | 7 | -69.57% | 8 | 300.00% |
| 30 Jun, 13 | 26 | 225.00% | 1,048,650 | 136.79% | 9.35% | 58.87% | 23 | 187.50% | 2 | - |
| 31 Mar, 13 | 8 | 60.00% | 442,855 | 139.19% | 3.98% | 114.38% | 8 | 60.00% | - | - |
| 31 Dec, 12 | 5 | 400.00% | 185,148 | 1777.20% | 1.87% | 17941.18% | 5 | - | - | -100.00% |
| 30 Sep, 12 | 1 | -75.00% | 9,863 | -82.35% | 0.10% | 30.27% | - | -100.00% | 1 | - |
| 30 Jun, 12 | 4 | 100.00% | 55,872 | 15.24% | 0.58% | 226.78% | 2 | - | 1 | - |
| 31 Mar, 12 | 2 | 100.00% | 48,482 | 923.47% | 0.51% | 18993.99% | 2 | - | - | - |
| 31 Dec, 11 | 1 | -66.67% | 4,737 | -90.24% | 0.05% | 17.71% | - | -100.00% | - | - |
| 30 Sep, 11 | 3 | 200.00% | 48,511 | 924.09% | 0.54% | 19277.69% | 2 | - | - | - |
| 30 Jun, 11 | 1 | - | 4,737 | - | 0.05% | 6293.10% | - | -100.00% | - | - |
| 31 Mar, 11 | 1 | - | 4,737 | 4.99% | 0.03% | 1110.57% | 1 | - | - | - |
| 31 Dec, 10 | 1 | - | 4,512 | - | 0.05% | 1753.15% | - | - | - | - |
| 30 Sep, 10 | 1 | - | 4,512 | - | 0.05% | 1830.94% | - | - | - | - |
| 30 Jun, 10 | 1 | - | 4,512 | - | 0.05% | 1821.61% | - | -100.00% | - | - |
| 31 Mar, 10 | 1 | - | 4,512 | 4.98% | 0.05% | 1502.16% | 1 | - | - | - |
| 31 Dec, 09 | 1 | - | 4,298 | -88.56% | 0.06% | 23.46% | 1 | - | - | - |
| 30 Sep, 09 | 1 | -50.00% | 37,585 | -2.75% | 0.51% | 206.77% | - | -100.00% | - | - |
| 30 Jun, 09 | 2 | 100.00% | 38,649 | 3532.42% | 0.50% | 260552.90% | 1 | - | - | - |
| 31 Mar, 09 | 1 | -50.00% | 1,064 | -97.64% | 0.01% | 2.96% | 1 | - | - | - |
| 31 Dec, 08 | 2 | 100.00% | 45,061 | 11.20% | 0.68% | 251.28% | 1 | - | - | - |
| 30 Sep, 08 | 1 | - | 40,521 | - | 0.52% | 190.44% | - | -100.00% | - | - |
| 30 Jun, 08 | 1 | - | 40,521 | 1.76% | 0.52% | 196.90% | 1 | - | - | - |
| 31 Mar, 08 | 1 | - | 39,821 | 11.14% | 0.52% | 235.92% | 1 | - | - | - |
| 31 Dec, 07 | 1 | -50.00% | 35,830 | 21.66% | 0.47% | 282.26% | 1 | - | - | -100.00% |
| 30 Sep, 07 | 2 | - | 29,452 | -34.28% | 0.41% | 103.44% | - | - | 1 | - |
| 30 Jun, 07 | 2 | - | 44,814 | - | 0.63% | 789.18% | - | -100.00% | - | - |
| 31 Mar, 07 | 2 | 100.00% | 44,814 | 257.77% | 0.28% | 671.64% | 2 | 100.00% | - | - |
| 31 Dec, 06 | 1 | - | 12,526 | - | 0.20% | - | 1 | - | - | - |
| 30 Sep, 99 | 1 | - | 29,255 | - | 0.21% | 478.13% | - | - | - | -100.00% |
| 30 Jun, 99 | 1 | - | 29,255 | -56.37% | 0.21% | 92.98% | - | -100.00% | 1 | - |
| 31 Mar, 99 | 1 | - | 67,056 | - | 0.48% | - | 1 | - | - | - |
Security National Financial Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of Security National Financial's stock was made by Sill Garrett S. on Jul 03 2024, selling 12,721 shares at $3.10 per share (valued at $39.44K).
Security National Financial Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | 2 | 1 | 200.00% |
| Q2 2024 | 4 | 1 | 400.00% |
| Q1 2024 | 2 | 3 | 66.67% |
| Q4 2023 | 23 | 5 | 460.00% |
| Q3 2023 | 4 | 6 | 66.67% |
| Q2 2023 | 4 | 6 | 66.67% |
| Q1 2023 | 2 | - | - |
| Q4 2022 | 40 | 5 | 800.00% |
| Q3 2022 | 1 | 1 | 100.00% |
| Q2 2022 | 4 | 1 | 400.00% |
| Q1 2022 | 2 | 1 | 200.00% |
| Q4 2021 | 58 | 2 | 2900.00% |
| Q3 2021 | 13 | 3 | 433.33% |
| Q2 2021 | 3 | 2 | 150.00% |
| Q1 2021 | 6 | 7 | 85.71% |
| Q4 2020 | 5 | 4 | 125.00% |
| Q3 2020 | 13 | - | - |
| Q2 2020 | 2 | 12 | 16.67% |
| Q1 2020 | 152 | 8 | 1900.00% |
| Q4 2019 | 185 | 4 | 4625.00% |
2 total buy trades, and 1 total sell trades (buy/sell ratio of 2.00%) were made by Security National Financial's insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | 1 | - |
| Q2 2024 | - | 1 | - |
| Q1 2024 | - | 2 | - |
| Q4 2023 | - | 3 | - |
| Q3 2023 | - | 5 | - |
| Q2 2023 | - | 1 | - |
| Q1 2023 | - | - | - |
| Q4 2022 | - | - | - |
| Q3 2022 | - | - | - |
| Q2 2022 | - | - | - |
| Q1 2022 | - | - | - |
| Q4 2021 | - | - | - |
| Q3 2021 | - | 1 | - |
| Q2 2021 | - | - | - |
| Q1 2021 | - | 4 | - |
| Q4 2020 | - | 3 | - |
| Q3 2020 | - | - | - |
| Q2 2020 | - | 9 | - |
| Q1 2020 | - | - | - |
| Q4 2019 | - | 2 | - |
As of Q3 2024, Insider owners conducted 0 open market buy trades and 1 open market sell trades of Security National Financial's stocks.
SNFCA Ownership FAQ
Who Owns Security National Financial?
Security National Financial is owned by institutional shareholders (40.01%), insiders (29.90%), and public (30.09%). The largest institutional shareholder of Security National Financial is SOLTIS INVESTMENT ADVISORS LLC (12.56% of total shares) and the top mutual fund owner is BRIDGEWAY FUNDS INC (0.13% of total shares).
Who are the major institutional shareholders of Security National Financial?
Security National Financial's major institutional shareholders are SOLTIS INVESTMENT ADVISORS LLC, M3F, INC., VANGUARD GROUP INC, DIMENSIONAL FUND ADVISORS LP, and AMERIPRISE FINANCIAL INC. The top five shareholders own together 27.77% of the company's share outstanding.
How many Security National Financial shareholders are there?
As of Jun 2024, there are 54 institutional shareholders of Security National Financial.
What percentage of Security National Financial is owned by SOLTIS INVESTMENT ADVISORS LLC?
SOLTIS INVESTMENT ADVISORS LLC owns 2.79M shares of Security National Financial, representing 12.56% of the company's total shares outstanding, valued at $22.31M (as of Jun 2024).
What percentage of Security National Financial is owned by M3F, INC?
As of Jun 2024, M3F, INC holds 1.76M shares of Security National Financial (SNFCA), compromising 7.93% of the company, valued at $14.07M.
What percentage of Security National Financial is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC is the third largest holder of Security National Financial. The company owns 655.16K of the company's shares outstanding (worth $5.23M).