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Morgan Stanley shares owned by Advisory Alpha

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

Historical chart of Advisory Alpha investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Morgan Stanley by Advisory Alpha

Quarter filed Position value Share count Share price at filing
2023-12-31 $236k 2.5k 93.28
2020-09-30 $12k 250 48.00
2020-03-31 $9.4k 250 37.47
2019-12-31 $13k 250 52.78
2019-09-30 $4.1k 101 40.33
2019-03-31 $883 19 46.47

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Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
Vanguard Group
Jpmorgan Chase & Co
Wellington Management Company
Bank of America Corporation
Fisher Investments
Massachusetts Financial Services
UBS Group
Royal Bank of Canada
T. Rowe Price Associates
Goldman Sachs Group
Bank of New York Mellon
Citadel Advisors
Legal & General Group
Norges Bank Investment Management

View all funds holding Morgan Stanley