Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Security National Financial Corporation inkluderar Vanguard Capital Management Llc, Vanguard Fiduciary Trust Co, Vanguard Portfolio Management Llc, Price T Rowe Associates Inc /md/, Callan Family Office, LLC, Vanguard Global Advisers, LLC, Tucker Asset Management Llc, Jones Financial Companies Lllp, Transamerica Financial Advisors, Inc., och Root Financial Partners, LLC .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-14 | 13F | Cwm, Llc | 2 013 | 377,01 | 19 | |||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 6 385 | 0,05 | 60 | 5,26 | ||||
| 2026-05-15 | 13F | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 7 573 | 2,30 | 72 | 7,58 | ||||
| 2026-05-15 | 13F/A | Vanguard Capital Management Llc | 752 095 | 7 130 | ||||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 40 | 0 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 698 | 6 | ||||||
| 2026-05-15 | 13F | Geode Capital Management, Llc | 384 301 | 2,83 | 3 645 | 8,26 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 1 246 | 11 | ||||||
| 2026-05-12 | 13F | Invesco Ltd. | 17 163 | 1,12 | 163 | 6,58 | ||||
| 2026-05-13 | 13F | Callan Family Office, LLC | 10 026 | 95 | ||||||
| 2026-05-08 | 13F | Vanguard Portfolio Management Llc | 94 353 | 894 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 4 235 | 131,80 | 40 | 150,00 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 270 | 229,27 | 3 | |||||
| 2026-05-15 | 13F | State Street Corp | 172 462 | 10,00 | 1 635 | 15,72 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 42 | 20,00 | 0 | |||||
| 2026-04-13 | 13F | True Wealth Design, LLC | 5 | 0 | ||||||
| 2026-05-08 | 13F | Vanguard Fiduciary Trust Co This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 124 688 | 1 182 | ||||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 63 877 | 0,01 | 606 | 5,22 | ||||
| 2026-02-13 | 13F | Barclays Plc | 61 947 | 6,29 | 558 | 10,50 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 23 | 0 | ||||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 3 818 | 217,11 | 36 | 260,00 | ||||
| 2026-05-08 | 13F | Vanguard Global Advisers, LLC | 6 244 | 59 | ||||||
| 2026-05-06 | 13F | Deutsche Bank Ag\ | 17 755 | 34,70 | 168 | 42,37 | ||||
| 2026-05-05 | 13F | UBS Group AG | 10 851 | 10,30 | 103 | 15,91 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 87 | 112,20 | 1 | |||||
| 2026-05-05 | 13F | Covestor Ltd | 36 | 0 | ||||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 730 502 | 13,02 | 6 925 | 18,92 | ||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 90 859 | 10,17 | 861 | 15,88 | ||||
| 2026-05-07 | 13F | Dimensional Fund Advisors Lp | 793 553 | 3,33 | 7 523 | 8,72 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 936 413 | 1,87 | 8 877 | 7,18 | ||||
| 2026-05-15 | 13F | Price T Rowe Associates Inc /md/ | 12 016 | 0 | ||||||
| 2026-05-14 | 13F | Northern Trust Corp | 144 142 | 4,33 | 1 366 | 9,81 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 20 493 | 12,26 | 194 | 18,29 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 38 | 850,00 | 0 | |||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 2 854 | 30,56 | 27 | 42,11 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 5 | 25,00 | 0 | |||||
| 2026-05-11 | 13F | Citigroup Inc | 756 | 104,32 | 7 | 133,33 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 144 | 3,60 | 1 | 0,00 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 841 836 | 3,59 | 7 585 | 7,64 | ||||
| 2026-05-21 | 13F | Essential Partners LLC | 70 | 1 650,00 | 1 | |||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 22 040 | 209 | ||||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 4 | 0 | ||||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 2 | 100,00 | 0 | |||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 50 275 | 45,27 | 477 | 53,05 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 37 257 | 4,29 | 353 | 9,97 |
