Stock Transactions — SECURITY NATL FINL CORP

Total Bought
436,695
33 transactions
Total Sold
451,410
25 transactions
Net
-14,715
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
▲▼
Change in Shares
▲▼
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
▲▼
Change in Weight (%)
▲▼
Type
AMERIPRISE FINANCIAL INC730,502823,770+93,2680.000.00+0.00buy
BlackRock, Inc.936,4131,013,364+76,9510.000.00-0.00buy
DIMENSIONAL FUND ADVISORS LP793,553845,357+51,8040.000.00-0.00buy
Sixth Street Partners Management Company, L.P.046,717+46,7170.000.00+0.00buy
PANAGORA ASSET MANAGEMENT INC033,293+33,2930.000.00+0.00buy
AQR CAPITAL MANAGEMENT LLC22,04053,687+31,6470.000.00+0.00buy
GEODE CAPITAL MANAGEMENT, LLC384,301410,426+26,1250.000.00-0.00buy
STATE STREET CORP172,462194,578+22,1160.000.00-0.00buy
Squarepoint Ops LLC015,330+15,3300.000.00+0.00buy
WELLS FARGO & COMPANY/MN6,26313,525+7,2620.000.00+0.00buy
Empowered Funds, LLC90,85997,684+6,8250.010.00-0.00buy
CITIGROUP INC7567,399+6,6430.000.00+0.00buy
Russell Investments Group, Ltd.2,8548,793+5,9390.000.00+0.00buy
Nuveen, LLC22,26225,901+3,6390.000.00+0.00buy
CHARLES SCHWAB INVESTMENT MANAGEMENT INC44,45446,717+2,2630.000.00-0.00buy
Lunt Capital Management, Inc.17,97219,841+1,8690.070.07+0.01buy
MERCER GLOBAL ADVISORS INC /ADV01,655+1,6550.000.00+0.00buy
FMR LLC4,2355,364+1,1290.000.00+0.00buy
Bank of New York Mellon Corp37,25738,080+8230.000.00-0.00buy
Arax Advisory Partners0757+7570.000.00+0.00buy
NORTHERN TRUST CORP144,142144,319+1770.000.00-0.00buy
Quarry LP0150+1500.000.00+0.00buy
MILLENNIUM MANAGEMENT LLC20,73620,842+1060.000.00-0.00buy
Allworth Financial LP38109+710.000.00+0.00buy
IFP Advisors, Inc144178+340.000.00+0.00buy
EverSource Wealth Advisors, LLC87107+200.000.00+0.00buy
EP Wealth Advisors, LLC63,87763,892+150.000.00-0.00buy
Farther Finance Advisors, LLC6,3856,400+150.000.00-0.00buy
Covestor Ltd3649+130.000.000.00buy
True Wealth Design, LLC518+130.000.00+0.00buy
ROTHSCHILD INVESTMENT LLC4255+130.000.00-0.00buy
Transamerica Financial Advisors, LLC2335+120.000.00+0.00buy
SJS Investment Consulting Inc.01+10.000.00+0.00buy
Ameritas Investment Partners, Inc.1,5781,57800.000.00-0.00hold
RBF Capital, LLC303,534303,53400.140.12-0.02hold
EVERGREEN CAPITAL MANAGEMENT LLC39,29139,29100.010.01-0.00hold
Physician Wealth Advisors, Inc.52,37652,37600.070.06-0.01hold
SBI Securities Co., Ltd.1100.000.00-0.00hold
Callan Family Office, LLC10,02610,02600.000.00-0.00hold
GAMMA Investing LLC27027000.000.00-0.00hold
Police & Firemen's Retirement System of New Jersey3,1473,14700.000.00-0.00hold
Legal & General Group Plc1,3901,39000.000.00-0.00hold
PRICE T ROWE ASSOCIATES INC /MD/12,01612,01600.000.00-0.00hold
NEW YORK STATE COMMON RETIREMENT FUND8,5058,50500.000.00-0.00hold
JONES FINANCIAL COMPANIES LLLP69869800.000.00-0.00hold
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC404000.000.00-0.00hold
NISA INVESTMENT ADVISORS, LLC1100.000.00-0.00hold
Root Financial Partners, LLC40-40.000.00-0.00sell
MAI Capital Management50-50.000.00-0.00sell
RHUMBLINE ADVISERS11,12010,940-1800.000.00-0.00sell
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.7,5737,371-2020.000.00-0.00sell
Sterling Capital Management LLC538304-2340.000.00-0.00sell
CoreFirst Bank & Trust3530-3530.000.00-0.00sell
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM880220-6600.000.00-0.00sell
BNP PARIBAS FINANCIAL MARKETS3,7123,015-6970.000.00-0.00sell
Tower Research Capital LLC (TRC)3,8182,518-1,3000.000.00-0.00sell
BARCLAYS PLC40,35338,924-1,4290.000.00-0.00sell
CITADEL ADVISORS LLC50,27548,173-2,1020.000.00-0.00sell
BRIDGEWAY CAPITAL MANAGEMENT, LLC278,746276,371-2,3750.050.05-0.01sell
Invesco Ltd.17,16313,880-3,2830.000.00-0.00sell
MetLife Investment Management, LLC4,5410-4,5410.000.00-0.00sell
DEUTSCHE BANK AG\17,75511,994-5,7610.000.00-0.00sell
RITHOLTZ WEALTH MANAGEMENT20,88914,699-6,1900.000.00-0.00sell
O'SHAUGHNESSY ASSET MANAGEMENT, LLC25,58019,129-6,4510.000.00-0.00sell
RENAISSANCE TECHNOLOGIES LLC203,240193,740-9,5000.000.00-0.00sell
Black Maple Capital Management LP11,3110-11,3110.080.00-0.08sell
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP12,5990-12,5990.000.00-0.00sell
HSBC HOLDINGS PLC20,8740-20,8740.000.00-0.00sell
GOLDMAN SACHS GROUP INC114,99193,367-21,6240.000.00-0.00sell
M3F, Inc.2,198,6482,108,648-90,0005.174.84-0.33sell
LHM, INC.717,508601,188-116,3202.681.89-0.79sell
RAYMOND JAMES FINANCIAL INC133,4150-133,4150.000.00-0.00sell
Page 1 of 1