I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we are, a quarter of a century later, almost to the exact day, and it’s happening again.

SNFCA Insider Trading

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Insider Trading History
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About

Insider Ownership Percentage: 12.60%

Insider Buying (Last 12 Months): $0.00

Insider Selling (Last 12 Months): $199,041.20

Security National Financial Insider Trading History Chart

Security National Financial Share Price & Price History

^$12.69

▲ +0.73 (6.10%)

As of 11/21/2024 03:00 PM ET

Days: 30 | 90 | 365

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Security National Financial Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
10/31/2024	Jason G Overbaugh	VP	Sell	2,500	$9.78	$24,450.00	116,239
10/2/2024	Gilbert A Fuller	Director	Sell	460	$9.18	$4,222.80	14,848
7/2/2024	Gilbert A Fuller	Director	Sell	460	$7.96	$3,661.60	14,141
4/2/2024	Gilbert A Fuller	Director	Sell	460	$7.36	$3,385.60	14,141
1/2/2024	Gilbert A Fuller	Director	Sell	405	$9.04	$3,661.20	14,141
12/12/2023	Gilbert A Fuller	Director	Sell	3,000	$8.72	$26,160.00	14,141
12/11/2023	Jeffrey Russell Stephens	Insider	Sell	15,000	$8.90	$133,500.00	25,660
10/3/2023	Gilbert A Fuller	Director	Sell	405	$7.61	$3,082.05	17,135
7/3/2023	Gilbert A Fuller	Director	Sell	405	$8.93	$3,616.65	16,324
4/3/2023	Gilbert A Fuller	Director	Sell	405	$6.58	$2,664.90	6,672

I was wrong. Dead wrong.

From Porter & Company | Ad

I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we are, a quarter of a century later, almost to the exact day, and it’s happening again.

Here’s the full story for you.

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

Security National Financial Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
11/19/2024	Barclays PLC	42,486	$0.39M	0.0%	+28.4%	0.175%
11/18/2024	Soltis Investment Advisors LLC	2,820,948	$25.95M	2.5%	+1.0%	11.648%
11/16/2024	Geode Capital Management LLC	132,414	$1.22M	0.0%	+0.8%	0.547%
11/15/2024	Barclays PLC	42,486	$0.39M	0.0%	+28.4%	0.175%
11/15/2024	EP Wealth Advisors LLC	60,825	$0.56M	0.0%	+5.0%	0.251%
11/15/2024	Jane Street Group LLC	40,931	$0.38M	0.0%	+28.5%	0.169%
11/15/2024	State Street Corp	51,163	$0.47M	0.0%	+5.0%	0.211%
11/15/2024	RBF Capital LLC	296,531	$2.73M	0.1%	+5.9%	1.224%
11/15/2024	Point72 Asia Singapore Pte. Ltd.	14,213	$0.13M	0.0%	+10.3%	0.059%
11/13/2024	Townsquare Capital LLC	116,291	$1.07M	0.0%	+5.0%	0.480%
11/6/2024	Empowered Funds LLC	49,961	$0.46M	0.0%	+10.6%	0.206%
10/10/2024	Ritholtz Wealth Management	25,647	$0.24M	0.0%	+77.0%	0.106%
9/16/2024	Point72 Asia Singapore Pte. Ltd.	12,891	$0.10M	0.0%	N/A	0.053%
8/15/2024	Point72 Asia Singapore Pte. Ltd.	12,891	$0.10M	0.0%	N/A	0.053%
8/14/2024	Marshall Wace LLP	13,311	$0.11M	0.0%	N/A	0.055%
8/12/2024	LHM Inc.	190,910	$1.53M	0.6%	-76.8%	0.790%
8/12/2024	Hsbc Holdings PLC	25,698	$0.20M	0.0%	N/A	0.106%
8/9/2024	Renaissance Technologies LLC	291,553	$2.33M	0.0%	+43.8%	1.206%
8/9/2024	Dimensional Fund Advisors LP	550,809	$4.40M	0.0%	+10.3%	2.278%
8/6/2024	Los Angeles Capital Management LLC	16,376	$0.13M	0.0%	-44.0%	0.068%
8/1/2024	Ritholtz Wealth Management	14,487	$0.12M	0.0%	-14.2%	0.060%
7/17/2024	Physician Wealth Advisors Inc.	32,296	$0.25M	0.0%	+5.0%	0.134%
5/29/2024	Soltis Investment Advisors LLC	2,917,170	$23.08M	2.6%	-0.5%	12.667%
5/14/2024	Carlson Capital L P	220,048	$1.74M	0.1%	+4.1%	0.956%
5/13/2024	O Shaughnessy Asset Management LLC	49,879	$0.40M	0.0%	+58.4%	0.217%
5/11/2024	Hillsdale Investment Management Inc.	22,300	$0.18M	0.0%	+45.8%	0.097%
5/10/2024	Acadian Asset Management LLC	5,417	$42K	0.0%	-23.7%	0.024%
5/10/2024	Vanguard Group Inc.	609,575	$4.82M	0.0%	+1.2%	2.648%
5/7/2024	Empowered Funds LLC	41,919	$0.33M	0.0%	+8.1%	0.182%
5/1/2024	Janney Montgomery Scott LLC	64,798	$0.51M	0.0%	+9.3%	0.281%
5/1/2024	BNP Paribas Financial Markets	10,695	$85K	0.0%	+171.7%	0.046%
2/28/2024	EP Wealth Advisors LLC	57,929	$0.52M	0.0%	N/A	0.252%
2/9/2024	Verdad Advisers LP	26,865	$0.24M	0.5%	N/A	0.117%
2/9/2024	Hillsdale Investment Management Inc.	15,300	$0.14M	0.0%	N/A	0.067%
2/8/2024	Panagora Asset Management Inc.	10,269	$92K	0.0%	N/A	0.045%
2/8/2024	Janney Montgomery Scott LLC	59,306	$0.53M	0.0%	+17.9%	0.258%
2/6/2024	AJOVista LLC	5,564	$50K	0.1%	N/A	0.024%
1/26/2024	Soltis Investment Advisors LLC	2,933,195	$26.40M	3.0%	N/A	12.764%
1/23/2024	Physician Wealth Advisors Inc.	30,758	$0.26M	0.1%	-11.6%	0.134%
11/14/2023	O Shaughnessy Asset Management LLC	31,407	$0.25M	0.0%	+102.5%	0.137%
11/13/2023	Acadian Asset Management LLC	12,289	$96K	0.0%	N/A	0.054%
11/8/2023	Janney Montgomery Scott LLC	50,314	$0.39M	0.0%	N/A	0.220%
11/7/2023	New York State Common Retirement Fund	4,833	$38K	0.0%	-57.6%	0.021%
11/7/2023	Barclays PLC	31,184	$0.25M	0.0%	+4.6%	0.136%
11/6/2023	Los Angeles Capital Management LLC	29,240	$0.23M	0.0%	N/A	0.128%
10/27/2023	Allspring Global Investments Holdings LLC	4,368	$34K	0.0%	N/A	0.019%
10/24/2023	Bailard Inc.	12,772	$100K	0.0%	N/A	0.056%
10/24/2023	Bank of New York Mellon Corp	40,535	$0.32M	0.0%	+6.5%	0.177%
10/13/2023	Ritholtz Wealth Management	14,180	$0.11M	0.0%	N/A	0.062%
10/10/2023	Physician Wealth Advisors Inc.	34,780	$0.27M	0.1%	+5.0%	0.152%
8/11/2023	O Shaughnessy Asset Management LLC	15,508	$0.14M	0.0%	N/A	0.068%
8/10/2023	Carlson Capital L P	270,000	$2.40M	0.2%	-12.9%	1.182%
8/9/2023	Soltis Investment Advisors LLC	3,006,872	$26.67M	3.1%	+2.2%	13.159%
8/4/2023	American International Group Inc.	5,726	$51K	0.0%	N/A	0.025%
7/27/2023	EA Series Trust	30,923	$0.27M	0.0%	N/A	0.135%
5/12/2023	Verdad Advisers LP	11,678	$73K	0.1%	-85.4%	0.054%
5/3/2023	Soltis Investment Advisors LLC	2,942,468	$18.33M	2.3%	-2.4%	13.562%
5/2/2023	Acuitas Investments LLC	19,400	$0.12M	0.1%	N/A	0.089%
2/13/2023	Verdad Advisers LP	80,000	$0.58M	0.6%	-30.7%	0.370%
2/10/2023	M3F Inc.	1,862,553	$13.60M	4.2%	-0.5%	8.619%
2/9/2023	Soltis Investment Advisors LLC	3,013,634	$22M	2.9%	-1.1%	13.946%
11/15/2022	M3F Inc.	1,870,977	$11.88M	4.2%	+0.4%	8.658%
11/15/2022	Carlson Capital L P	223,319	$1.42M	0.1%	+25.2%	1.033%
11/14/2022	Soltis Investment Advisors LLC	3,046,327	$19.34M	2.9%	+4.7%	14.099%
11/14/2022	Verdad Advisers LP	115,452	$0.73M	1.1%	-21.5%	0.534%
8/15/2022	M3F Inc.	1,862,889	$15.76M	5.1%	+6.2%	8.626%
8/11/2022	O Shaughnessy Asset Management LLC	12,550	$0.11M	0.0%	N/A	0.058%
8/11/2022	Soltis Investment Advisors LLC	2,909,130	$24.61M	3.6%	-0.6%	13.468%
8/2/2022	UMA Financial Services Inc.	33,124	$0.26M	0.1%	+5.0%	0.153%
5/6/2022	Soltis Investment Advisors LLC	2,927,279	$29.27M	4.1%	+4.4%	14.238%
5/5/2022	UMA Financial Services Inc.	31,547	$0.30M	0.1%	N/A	0.153%
4/25/2022	FNY Investment Advisers LLC	5,914	$59K	0.1%	N/A	0.029%
2/9/2022	Soltis Investment Advisors LLC	2,804,264	$25.80M	3.6%	-1.3%	13.774%
2/9/2022	Verdad Advisers LP	172,500	$1.59M	1.1%	+38.1%	0.847%
2/9/2022	Dimensional Fund Advisors LP	315,824	$2.91M	0.0%	+2.0%	1.551%
1/21/2022	Denali Advisors LLC	3,200	$29K	0.0%	N/A	0.016%
11/15/2021	Dimensional Fund Advisors LP	309,594	$2.55M	0.0%	+6.1%	1.522%
11/15/2021	M3F Inc.	1,740,527	$14.33M	4.7%	+5.0%	8.555%
11/12/2021	Renaissance Technologies LLC	318,020	$2.62M	0.0%	-2.9%	1.563%
11/12/2021	Carlson Capital L P	220,000	$1.81M	0.1%	-2.2%	1.081%
11/12/2021	Geode Capital Management LLC	139,488	$1.15M	0.0%	+28.2%	0.686%
11/10/2021	O Shaughnessy Asset Management LLC	19,542	$0.16M	0.0%	-19.9%	0.096%
11/9/2021	Barclays PLC	28,957	$0.24M	0.0%	+5.6%	0.142%
11/9/2021	BlackRock Inc.	112,207	$0.92M	0.0%	+20.4%	0.552%
11/9/2021	Soltis Investment Advisors LLC	2,839,926	$23.37M	3.6%	+7.7%	13.962%
11/8/2021	Synovus Financial Corp	47,607	$0.39M	0.0%	+5.0%	0.234%
11/8/2021	Russell Investments Group Ltd.	12,753	$0.10M	0.0%	-26.5%	0.063%
8/25/2021	Marshall Wace LLP	11,316	$99K	0.0%	N/A	0.056%
8/17/2021	Zebra Capital Management LLC	25,436	$0.22M	0.3%	-9.7%	0.125%
8/17/2021	Millennium Management LLC	89,299	$0.78M	0.0%	N/A	0.440%
8/17/2021	Bridgeway Capital Management LLC	285,420	$2.50M	0.0%	-5.0%	1.406%
8/16/2021	State Street Corp	26,908	$0.24M	0.0%	-82.4%	0.133%
8/16/2021	Carlson Capital L P	225,000	$1.97M	0.1%	N/A	1.108%
8/16/2021	Marshall Wace LLP	11,316	$99K	0.0%	N/A	0.056%
8/13/2021	Renaissance Technologies LLC	327,410	$2.87M	0.0%	+27.3%	1.613%
8/13/2021	Northern Trust Corp	33,939	$0.30M	0.0%	-69.6%	0.167%
8/13/2021	Geode Capital Management LLC	108,764	$0.95M	0.0%	-33.0%	0.536%
8/13/2021	Vanguard Group Inc.	389,818	$3.41M	0.0%	-7.4%	1.920%
8/12/2021	Dimensional Fund Advisors LP	291,673	$2.55M	0.0%	+8.1%	1.437%
8/12/2021	Ergoteles LLC	41,300	$0.36M	0.0%	N/A	0.203%

Data available starting January 2016

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.

Today's Range

Now: $12.69

$11.86

$12.72

50 Day Range

MA: $9.66

$8.57

$11.96

52 Week Range

Now: $12.69

$6.19

$12.72

Volume

76,897 shs

Average Volume

46,274 shs

Market Capitalization

$307.35 million

P/E Ratio

10.33

Dividend Yield

N/A

Beta

1.01

Who are the company insiders with the largest holdings of Security National Financial?: Security National Financial's top insider investors include:
Jason G Overbaugh (VP)
Jeffrey Russell Stephens (Insider)
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:
Soltis Investment Advisors LLC — 11.65%
RBF Capital LLC — 1.22%
Geode Capital Management LLC — 0.55%
Townsquare Capital LLC — 0.48%
EP Wealth Advisors LLC — 0.25%
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:
Soltis Investment Advisors LLC
RBF Capital LLC
Ritholtz Wealth Management
Barclays PLC
Barclays PLC
Jane Street Group LLC
Townsquare Capital LLC
Empowered Funds LLC