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Morgan Stanley shares owned by Adell, Harriman, & Carpenter

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Adell, Harriman, & Carpenter from 13F filings

Historical chart of Adell, Harriman, & Carpenter investment in Morgan Stanley

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All positions including Morgan Stanley held by Adell, Harriman, & Carpenter consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Adell, Harriman, & Carpenter

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.4M 36k 94.16
2023-12-31 $3.9M 42k 93.25
2023-09-30 $3.6M 44k 81.67
2023-06-30 $3.7M 43k 86.41
2023-03-31 $3.6M 41k 87.80
2022-12-31 $3.6M 42k 85.02
2022-09-30 $3.3M 42k 79.01
2022-06-30 $2.7M 36k 76.06
2022-03-31 $1.9M 22k 87.40
2021-12-31 $1.3M 13k 98.16
2021-09-30 $970k 10k 97.31
2021-06-30 $111k 1.2k 91.69
2018-12-31 $408k 10k 39.65
2018-09-30 $655k 14k 46.57
2018-06-30 $659k 14k 47.40
2018-03-31 $883k 16k 53.96