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Security National Financial shares owned by Morgan Stanley

Quarter-by-quarter ownership of Security National Financial (SNFCA) shares owned by Morgan Stanley from 13F filings

Historical chart of Morgan Stanley investment in Security National Financial

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All positions including Security National Financial held by Morgan Stanley consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Security National Financial by Morgan Stanley

Quarter filed Position value Share count Share price at filing
2024-03-31 $357k 45k 7.91
2023-09-30 $271k 35k 7.84
2023-06-30 $301k 34k 8.87
2022-12-31 $199k 27k 7.30
2022-06-30 $234k 28k 8.48
2022-03-31 $332k 33k 10.00
2021-06-30 $119k 15k 7.94
2020-12-31 $170k 20k 8.37
2020-09-30 $6.0k 990 6.06
2020-06-30 $19k 2.9k 6.62
2019-03-31 $999 172 5.81
2018-12-31 $2.0k 309 6.47
2018-09-30 $2.0k 290 6.90
2018-03-31 $0 50 0.00
2017-03-31 $11k 1.7k 6.55
2016-12-31 $10k 1.6k 6.25
2016-03-31 $34k 6.6k 5.12
2015-12-31 $41k 6.3k 6.49
2015-09-30 $83k 12k 6.70
2015-06-30 $86k 13k 6.70
2014-12-31 $0 20 0.00
2014-09-30 $0 494 0.00
2014-06-30 $0 20 0.00
2014-03-31 $0 20 0.00
2013-12-31 $81k 17k 4.80
2013-09-30 $149k 25k 6.07