Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / CL A NEW
-
Number of holders
-
38
-
Total 13F shares, excl. options
-
7.96M
-
Shares change
-
+827K
-
Total reported value, excl. options
-
$70.6M
-
Value change
-
+$7.7M
-
Number of buys
-
31
-
Number of sells
-
-11
-
Price
-
$8.87
Significant Holders of SECURITY NATIONAL FINANCIAL CORP - CL A NEW (SNFCA) as of Q2 2023
45 filings reported holding SNFCA - SECURITY NATIONAL FINANCIAL CORP - CL A NEW as of Q2 2023.
SECURITY NATIONAL FINANCIAL CORP - CL A NEW (SNFCA) has 38 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 7.96M shares
.
Largest 10 shareholders include Soltis Investment Advisors LLC (3.01M shares), M3F, Inc. (1.71M shares), BlackRock Inc. (618K shares), VANGUARD GROUP INC (569K shares), DIMENSIONAL FUND ADVISORS LP (388K shares), BRIDGEWAY CAPITAL MANAGEMENT, LLC (319K shares), CARLSON CAPITAL L P (270K shares), GEODE CAPITAL MANAGEMENT, LLC (235K shares), RENAISSANCE TECHNOLOGIES LLC (197K shares), and STATE STREET CORP (140K shares).
This table shows the top 38 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.