Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / CL A NEW
-
Total 13F shares
-
8,675,054
-
Share change
-
+3,268,949
-
Total reported value
-
$78,061,416
-
Price per share
-
$9.00
-
Number of holders
-
54
-
Value change
-
+$29,443,092
-
Number of buys
-
33
-
Number of sells
-
13
Institutional Holders of SECURITY NATIONAL FINANCIAL CORP - CL A NEW (SNFCA) as of Q4 2023
As of 31 Dec 2023,
SECURITY NATIONAL FINANCIAL CORP - CL A NEW (SNFCA) was held by
54 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
8,675,054 shares.
The largest 10 holders included
Soltis Investment Advisors LLC, M3F, Inc., BlackRock Inc., VANGUARD GROUP INC, DIMENSIONAL FUND ADVISORS LP, BRIDGEWAY CAPITAL MANAGEMENT, LLC, GEODE CAPITAL MANAGEMENT, LLC, CARLSON CAPITAL L P, RENAISSANCE TECHNOLOGIES LLC, and STATE STREET CORP.
This page lists
54
institutional shareholders reporting positions in this security
for the Q4 2023 filing period.
| 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.