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Morgan Stanley shares owned by Advocate Group

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Advocate Group from 13F filings

Historical chart of Advocate Group investment in Morgan Stanley

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All positions including Morgan Stanley held by Advocate Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Advocate Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $7.7M 82k 94.16
2023-12-31 $6.8M 73k 93.25
2023-09-30 $6.1M 75k 81.67
2023-06-30 $6.3M 73k 85.40
2023-03-31 $6.3M 72k 87.80
2022-12-31 $6.4M 75k 85.02
2022-09-30 $5.7M 72k 79.02
2022-06-30 $5.3M 70k 76.06