Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / CL A NEW
-
Number of holders
-
55
-
Total 13F shares, excl. options
-
9.82M
-
Shares change
-
+319K
-
Total reported value, excl. options
-
$77.6M
-
Value change
-
+$2.44M
-
Number of buys
-
25
-
Number of sells
-
-22
-
Price
-
$7.91
Significant Holders of SECURITY NATIONAL FINANCIAL CORP - CL A NEW (SNFCA) as of Q1 2024
60 filings reported holding SNFCA - SECURITY NATIONAL FINANCIAL CORP - CL A NEW as of Q1 2024.
SECURITY NATIONAL FINANCIAL CORP - CL A NEW (SNFCA) has 55 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 9.82M shares
.
Largest 10 shareholders include Soltis Investment Advisors LLC (2.92M shares), M3F, Inc. (1.85M shares), LHM, INC. (823K shares), BlackRock Inc. (794K shares), VANGUARD GROUP INC (610K shares), DIMENSIONAL FUND ADVISORS LP (499K shares), BRIDGEWAY CAPITAL MANAGEMENT, LLC (345K shares), GEODE CAPITAL MANAGEMENT, LLC (277K shares), CARLSON CAPITAL L P (220K shares), and RENAISSANCE TECHNOLOGIES LLC (203K shares).
This table shows the top 55 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.