SNFCA Insider Trading

Insider Ownership Percentage: 12.60%
Insider Buying (Last 12 Months): $0.00
Insider Selling (Last 12 Months): $39,381.20

Security National Financial Insider Trading History Chart

This chart shows the insider buying and selling history at Security National Financial by year and by quarter.

Skip ChartChart Data in Insider Trading History Table

Security National Financial Share Price & Price History

Current Price: $11.80
Price Change: Price Decrease of -0.25 (-2.07%)
As of 12/20/2024 06:16 PM ET

This chart shows the closing price history over time for SNFCA up to the past year.

Skip Chart and Table DataPrice Data in Insider Trading History Table
Days: 30 | 90 | 365

Security National Financial Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
10/31/2024Jason G OverbaughVPSell2,500$9.78$24,450.00116,239View SEC Filing Icon  
10/2/2024Gilbert A FullerDirectorSell460$9.18$4,222.8014,848View SEC Filing Icon  
7/2/2024Gilbert A FullerDirectorSell460$7.96$3,661.6014,141View SEC Filing Icon  
4/2/2024Gilbert A FullerDirectorSell460$7.36$3,385.6014,141View SEC Filing Icon  
1/2/2024Gilbert A FullerDirectorSell405$9.04$3,661.2014,141View SEC Filing Icon  
12/12/2023Gilbert A FullerDirectorSell3,000$8.72$26,160.0014,141View SEC Filing Icon  
12/11/2023Jeffrey Russell StephensInsiderSell15,000$8.90$133,500.0025,660View SEC Filing Icon  
10/3/2023Gilbert A FullerDirectorSell405$7.61$3,082.0517,135View SEC Filing Icon  
7/3/2023Gilbert A FullerDirectorSell405$8.93$3,616.6516,324View SEC Filing Icon  
4/3/2023Gilbert A FullerDirectorSell405$6.58$2,664.906,672View SEC Filing Icon  
See Full Table

SEC Filings (Institutional Ownership Changes) for Security National Financial (NASDAQ:SNFCA)

45.58% of Security National Financial stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

This chart shows the instiutional buying and selling at SNFCA by year and by quarter.

Skip Institutional Buying and Selling Chart and Table DataRead Chart Data in Institutional Trading History Table

Security National Financial Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/19/2024Barclays PLC42,486$0.39M0.0%+28.4%0.175%Search for SEC Filing on Google Icon
11/18/2024Soltis Investment Advisors LLC2,820,948$25.95M2.5%+1.0%11.648%Search for SEC Filing on Google Icon
11/16/2024Geode Capital Management LLC132,414$1.22M0.0%+0.8%0.547%Search for SEC Filing on Google Icon
11/15/2024Barclays PLC42,486$0.39M0.0%+28.4%0.175%Search for SEC Filing on Google Icon
11/15/2024EP Wealth Advisors LLC60,825$0.56M0.0%+5.0%0.251%Search for SEC Filing on Google Icon
11/15/2024Jane Street Group LLC40,931$0.38M0.0%+28.5%0.169%Search for SEC Filing on Google Icon
11/15/2024State Street Corp51,163$0.47M0.0%+5.0%0.211%Search for SEC Filing on Google Icon
11/15/2024RBF Capital LLC296,531$2.73M0.1%+5.9%1.224%Search for SEC Filing on Google Icon
11/15/2024Point72 Asia Singapore Pte. Ltd.14,213$0.13M0.0%+10.3%0.059%Search for SEC Filing on Google Icon
11/13/2024Townsquare Capital LLC116,291$1.07M0.0%+5.0%0.480%Search for SEC Filing on Google Icon
11/6/2024Empowered Funds LLC49,961$0.46M0.0%+10.6%0.206%Search for SEC Filing on Google Icon
10/10/2024Ritholtz Wealth Management25,647$0.24M0.0%+77.0%0.106%Search for SEC Filing on Google Icon
9/16/2024Point72 Asia Singapore Pte. Ltd.12,891$0.10M0.0%N/A0.053%Search for SEC Filing on Google Icon
8/15/2024Point72 Asia Singapore Pte. Ltd.12,891$0.10M0.0%N/A0.053%Search for SEC Filing on Google Icon
8/14/2024Marshall Wace LLP13,311$0.11M0.0%N/A0.055%Search for SEC Filing on Google Icon
8/12/2024LHM Inc.190,910$1.53M0.6%-76.8%0.790%Search for SEC Filing on Google Icon
8/12/2024Hsbc Holdings PLC25,698$0.20M0.0%N/A0.106%Search for SEC Filing on Google Icon
8/9/2024Renaissance Technologies LLC291,553$2.33M0.0%+43.8%1.206%Search for SEC Filing on Google Icon
8/9/2024Dimensional Fund Advisors LP550,809$4.40M0.0%+10.3%2.278%Search for SEC Filing on Google Icon
8/6/2024Los Angeles Capital Management LLC16,376$0.13M0.0%-44.0%0.068%Search for SEC Filing on Google Icon
8/1/2024Ritholtz Wealth Management14,487$0.12M0.0%-14.2%0.060%Search for SEC Filing on Google Icon
7/17/2024Physician Wealth Advisors Inc.32,296$0.25M0.0%+5.0%0.134%Search for SEC Filing on Google Icon
5/29/2024Soltis Investment Advisors LLC2,917,170$23.08M2.6%-0.5%12.667%Search for SEC Filing on Google Icon
5/14/2024Carlson Capital L P220,048$1.74M0.1%+4.1%0.956%Search for SEC Filing on Google Icon
5/13/2024O Shaughnessy Asset Management LLC49,879$0.40M0.0%+58.4%0.217%Search for SEC Filing on Google Icon
5/11/2024Hillsdale Investment Management Inc.22,300$0.18M0.0%+45.8%0.097%Search for SEC Filing on Google Icon
5/10/2024Acadian Asset Management LLC5,417$42K0.0%-23.7%0.024%Search for SEC Filing on Google Icon
5/10/2024Vanguard Group Inc.609,575$4.82M0.0%+1.2%2.648%Search for SEC Filing on Google Icon
5/7/2024Empowered Funds LLC41,919$0.33M0.0%+8.1%0.182%Search for SEC Filing on Google Icon
5/1/2024Janney Montgomery Scott LLC64,798$0.51M0.0%+9.3%0.281%Search for SEC Filing on Google Icon
5/1/2024BNP Paribas Financial Markets10,695$85K0.0%+171.7%0.046%Search for SEC Filing on Google Icon
2/28/2024EP Wealth Advisors LLC57,929$0.52M0.0%N/A0.252%Search for SEC Filing on Google Icon
2/9/2024Verdad Advisers LP26,865$0.24M0.5%N/A0.117%Search for SEC Filing on Google Icon
2/9/2024Hillsdale Investment Management Inc.15,300$0.14M0.0%N/A0.067%Search for SEC Filing on Google Icon
2/8/2024Panagora Asset Management Inc.10,269$92K0.0%N/A0.045%Search for SEC Filing on Google Icon
2/8/2024Janney Montgomery Scott LLC59,306$0.53M0.0%+17.9%0.258%Search for SEC Filing on Google Icon
2/6/2024AJOVista LLC5,564$50K0.1%N/A0.024%Search for SEC Filing on Google Icon
1/26/2024Soltis Investment Advisors LLC2,933,195$26.40M3.0%N/A12.764%Search for SEC Filing on Google Icon
1/23/2024Physician Wealth Advisors Inc.30,758$0.26M0.1%-11.6%0.134%Search for SEC Filing on Google Icon
11/14/2023O Shaughnessy Asset Management LLC31,407$0.25M0.0%+102.5%0.137%Search for SEC Filing on Google Icon
11/13/2023Acadian Asset Management LLC12,289$96K0.0%N/A0.054%Search for SEC Filing on Google Icon
11/8/2023Janney Montgomery Scott LLC50,314$0.39M0.0%N/A0.220%Search for SEC Filing on Google Icon
11/7/2023New York State Common Retirement Fund4,833$38K0.0%-57.6%0.021%Search for SEC Filing on Google Icon
11/7/2023Barclays PLC31,184$0.25M0.0%+4.6%0.136%Search for SEC Filing on Google Icon
11/6/2023Los Angeles Capital Management LLC29,240$0.23M0.0%N/A0.128%Search for SEC Filing on Google Icon
10/27/2023Allspring Global Investments Holdings LLC4,368$34K0.0%N/A0.019%Search for SEC Filing on Google Icon
10/24/2023Bailard Inc.12,772$100K0.0%N/A0.056%Search for SEC Filing on Google Icon
10/24/2023Bank of New York Mellon Corp40,535$0.32M0.0%+6.5%0.177%Search for SEC Filing on Google Icon
10/13/2023Ritholtz Wealth Management14,180$0.11M0.0%N/A0.062%Search for SEC Filing on Google Icon
10/10/2023Physician Wealth Advisors Inc.34,780$0.27M0.1%+5.0%0.152%Search for SEC Filing on Google Icon
8/11/2023O Shaughnessy Asset Management LLC15,508$0.14M0.0%N/A0.068%Search for SEC Filing on Google Icon
8/10/2023Carlson Capital L P270,000$2.40M0.2%-12.9%1.182%Search for SEC Filing on Google Icon
8/9/2023Soltis Investment Advisors LLC3,006,872$26.67M3.1%+2.2%13.159%Search for SEC Filing on Google Icon
8/4/2023American International Group Inc.5,726$51K0.0%N/A0.025%Search for SEC Filing on Google Icon
7/27/2023EA Series Trust30,923$0.27M0.0%N/A0.135%Search for SEC Filing on Google Icon
5/12/2023Verdad Advisers LP11,678$73K0.1%-85.4%0.054%Search for SEC Filing on Google Icon
5/3/2023Soltis Investment Advisors LLC2,942,468$18.33M2.3%-2.4%13.562%Search for SEC Filing on Google Icon
5/2/2023Acuitas Investments LLC19,400$0.12M0.1%N/A0.089%Search for SEC Filing on Google Icon
2/13/2023Verdad Advisers LP80,000$0.58M0.6%-30.7%0.370%Search for SEC Filing on Google Icon
2/10/2023M3F Inc.1,862,553$13.60M4.2%-0.5%8.619%Search for SEC Filing on Google Icon
2/9/2023Soltis Investment Advisors LLC3,013,634$22M2.9%-1.1%13.946%Search for SEC Filing on Google Icon
11/15/2022M3F Inc.1,870,977$11.88M4.2%+0.4%8.658%Search for SEC Filing on Google Icon
11/15/2022Carlson Capital L P223,319$1.42M0.1%+25.2%1.033%Search for SEC Filing on Google Icon
11/14/2022Soltis Investment Advisors LLC3,046,327$19.34M2.9%+4.7%14.099%Search for SEC Filing on Google Icon
11/14/2022Verdad Advisers LP115,452$0.73M1.1%-21.5%0.534%Search for SEC Filing on Google Icon
8/15/2022M3F Inc.1,862,889$15.76M5.1%+6.2%8.626%Search for SEC Filing on Google Icon
8/11/2022O Shaughnessy Asset Management LLC12,550$0.11M0.0%N/A0.058%Search for SEC Filing on Google Icon
8/11/2022Soltis Investment Advisors LLC2,909,130$24.61M3.6%-0.6%13.468%Search for SEC Filing on Google Icon
8/2/2022UMA Financial Services Inc.33,124$0.26M0.1%+5.0%0.153%Search for SEC Filing on Google Icon
5/6/2022Soltis Investment Advisors LLC2,927,279$29.27M4.1%+4.4%14.238%Search for SEC Filing on Google Icon
5/5/2022UMA Financial Services Inc.31,547$0.30M0.1%N/A0.153%Search for SEC Filing on Google Icon
4/25/2022FNY Investment Advisers LLC5,914$59K0.1%N/A0.029%Search for SEC Filing on Google Icon
2/9/2022Soltis Investment Advisors LLC2,804,264$25.80M3.6%-1.3%13.774%Search for SEC Filing on Google Icon
2/9/2022Verdad Advisers LP172,500$1.59M1.1%+38.1%0.847%Search for SEC Filing on Google Icon
2/9/2022Dimensional Fund Advisors LP315,824$2.91M0.0%+2.0%1.551%Search for SEC Filing on Google Icon
1/21/2022Denali Advisors LLC3,200$29K0.0%N/A0.016%Search for SEC Filing on Google Icon
11/15/2021Dimensional Fund Advisors LP309,594$2.55M0.0%+6.1%1.522%Search for SEC Filing on Google Icon
11/15/2021M3F Inc.1,740,527$14.33M4.7%+5.0%8.555%Search for SEC Filing on Google Icon
11/12/2021Renaissance Technologies LLC318,020$2.62M0.0%-2.9%1.563%Search for SEC Filing on Google Icon
11/12/2021Carlson Capital L P220,000$1.81M0.1%-2.2%1.081%Search for SEC Filing on Google Icon
11/12/2021Geode Capital Management LLC139,488$1.15M0.0%+28.2%0.686%Search for SEC Filing on Google Icon
11/10/2021O Shaughnessy Asset Management LLC19,542$0.16M0.0%-19.9%0.096%Search for SEC Filing on Google Icon
11/9/2021Barclays PLC28,957$0.24M0.0%+5.6%0.142%Search for SEC Filing on Google Icon
11/9/2021BlackRock Inc.112,207$0.92M0.0%+20.4%0.552%Search for SEC Filing on Google Icon
11/9/2021Soltis Investment Advisors LLC2,839,926$23.37M3.6%+7.7%13.962%Search for SEC Filing on Google Icon
11/8/2021Synovus Financial Corp47,607$0.39M0.0%+5.0%0.234%Search for SEC Filing on Google Icon
11/8/2021Russell Investments Group Ltd.12,753$0.10M0.0%-26.5%0.063%Search for SEC Filing on Google Icon
8/25/2021Marshall Wace LLP11,316$99K0.0%N/A0.056%Search for SEC Filing on Google Icon
8/17/2021Zebra Capital Management LLC25,436$0.22M0.3%-9.7%0.125%Search for SEC Filing on Google Icon
8/17/2021Millennium Management LLC89,299$0.78M0.0%N/A0.440%Search for SEC Filing on Google Icon
8/17/2021Bridgeway Capital Management LLC285,420$2.50M0.0%-5.0%1.406%Search for SEC Filing on Google Icon
8/16/2021State Street Corp26,908$0.24M0.0%-82.4%0.133%Search for SEC Filing on Google Icon
8/16/2021Carlson Capital L P225,000$1.97M0.1%N/A1.108%Search for SEC Filing on Google Icon
8/16/2021Marshall Wace LLP11,316$99K0.0%N/A0.056%Search for SEC Filing on Google Icon
8/13/2021Renaissance Technologies LLC327,410$2.87M0.0%+27.3%1.613%Search for SEC Filing on Google Icon
8/13/2021Northern Trust Corp33,939$0.30M0.0%-69.6%0.167%Search for SEC Filing on Google Icon
8/13/2021Geode Capital Management LLC108,764$0.95M0.0%-33.0%0.536%Search for SEC Filing on Google Icon
8/13/2021Vanguard Group Inc.389,818$3.41M0.0%-7.4%1.920%Search for SEC Filing on Google Icon
8/12/2021Dimensional Fund Advisors LP291,673$2.55M0.0%+8.1%1.437%Search for SEC Filing on Google Icon
8/12/2021Ergoteles LLC41,300$0.36M0.0%N/A0.203%Search for SEC Filing on Google Icon
Data available starting January 2016

See Full Table
Security National Financial logo
Security National Financial Corporation engages in the life insurance, cemetery and mortuary, and mortgage businesses. The company's Life Insurance segment is involved in selling and servicing lines of life insurance, annuity products, and accident and health insurance. It offers various life insurance products, including funeral plans and interest-sensitive life insurance, as well as other traditional life, accident, and health insurance products; annuity products comprising single and flexible premium deferred annuities, and immediate annuities; and diver's accident insurance policies. This segment also cedes and assumes various risks with various authorized unaffiliated reinsurers pursuant to reinsurance treaties. Its Cemetery and Mortuary segment operates eight mortuaries and five cemeteries in Utah; one cemetery in California; and four mortuaries and one cemetery in New Mexico. This segment also offers plots, interment vaults, mausoleum crypts, markers, caskets, urns, and other death care related products; and provides professional services of funeral directors, opening and closing of graves, use of chapels and viewing rooms, and use of automobiles and clothing. The company's Mortgages segment originates and underwrites residential and commercial loans for new construction, existing homes, and real estate projects primarily in Florida, Nevada, Texas, and Utah. It offers residential mortgage lending services to real estate brokers and builders, as well as directly with consumers. Security National Financial Corporation was founded in 1965 and is headquartered in Salt Lake City, Utah.
Read More on Security National Financial

Today's Range

Now: $11.80
Low: $11.75
High: $12.30

50 Day Range

MA: $11.36
Low: $9.59
High: $13.42

52 Week Range

Now: $11.80
Low: $6.19
High: $13.59

Volume

94,880 shs

Average Volume

46,399 shs

Market Capitalization

$286.45 million

P/E Ratio

9.61

Dividend Yield

N/A

Beta

1.09

Who are the company insiders with the largest holdings of Security National Financial?

Security National Financial's top insider investors include:
  1. Jason G Overbaugh (VP)
  2. Jeffrey Russell Stephens (Insider)
  3. Gilbert A Fuller (Director)
Learn More about top insider investors at Security National Financial.

Who are the major institutional investors of Security National Financial?

Security National Financial's top institutional investors include:
  1. Soltis Investment Advisors LLC — 11.65%
  2. RBF Capital LLC — 1.22%
  3. Geode Capital Management LLC — 0.55%
  4. Townsquare Capital LLC — 0.48%
  5. EP Wealth Advisors LLC — 0.25%
  6. State Street Corp — 0.21%
Learn More about top institutional investors of Security National Financial stock.

Which major investors are buying Security National Financial stock?

During the previous quarter, SNFCA stock was acquired by institutional investors including:
  1. Soltis Investment Advisors LLC
  2. RBF Capital LLC
  3. Ritholtz Wealth Management
  4. Barclays PLC
  5. Barclays PLC
  6. Jane Street Group LLC
  7. Townsquare Capital LLC
  8. Empowered Funds LLC