Q1 2023 13F Holders as of 3/31/2023
-
Type / Class
-
Equity / CL A NEW
-
Number of holders
-
28
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Total 13F shares, excl. options
-
7.1M
-
Shares change
-
-62K
-
Total reported value, excl. options
-
$44.2M
-
Value change
-
-$403K
-
Number of buys
-
13
-
Number of sells
-
-11
-
Price
-
$6.23
Significant Holders of SECURITY NATIONAL FINANCIAL CORP - CL A NEW (SNFCA) as of Q1 2023
30 filings reported holding SNFCA - SECURITY NATIONAL FINANCIAL CORP - CL A NEW as of Q1 2023.
SECURITY NATIONAL FINANCIAL CORP - CL A NEW (SNFCA) has 28 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 7.1M shares
.
Largest 10 shareholders include Soltis Investment Advisors LLC (2.94M shares), M3F, Inc. (1.86M shares), VANGUARD GROUP INC (522K shares), DIMENSIONAL FUND ADVISORS LP (363K shares), BRIDGEWAY CAPITAL MANAGEMENT, LLC (318K shares), CARLSON CAPITAL L P (310K shares), RENAISSANCE TECHNOLOGIES LLC (204K shares), GEODE CAPITAL MANAGEMENT, LLC (123K shares), BlackRock Inc. (115K shares), and STATE STREET CORP (45.3K shares).
This table shows the top 28 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.