Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / CL A NEW
-
Number of holders
-
55
-
Total 13F shares, excl. options
-
9,579,199
-
Shares change
-
-250,380
-
Total reported value, excl. options
-
$76,502,097
-
Value change
-
-$1,997,224
-
Number of buys
-
25
-
Number of sells
-
-38
-
Price
-
$7.99
Significant Holders of SECURITY NATIONAL FINANCIAL CORP - CL A NEW (SNFCA) as of Q2 2024
70 filings reported holding SNFCA - SECURITY NATIONAL FINANCIAL CORP - CL A NEW as of Q2 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 9,579,199 shares
.
Largest 10 shareholders include Soltis Investment Advisors LLC (2,791,828 shares), M3F, Inc. (1,760,968 shares), LHM, INC. (822,533 shares), VANGUARD GROUP INC (655,161 shares), DIMENSIONAL FUND ADVISORS LP (550,809 shares), AMERIPRISE FINANCIAL INC (412,340 shares), BRIDGEWAY CAPITAL MANAGEMENT, LLC (328,198 shares), RENAISSANCE TECHNOLOGIES LLC (291,553 shares), RBF Capital, LLC (280,125 shares), and Carlson Capital, L.P. (213,000 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.