Morgan Stanley shares owned by Bell & Brown Wealth Advisors
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Bell & Brown Wealth Advisors
from 13F filings
Historical chart of Bell & Brown Wealth Advisors investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Bell & Brown Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Morgan Stanley by Bell & Brown Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $414k | 4.4k | 94.17 |
| 2023-12-31 | $415k | 4.4k | 93.27 |
| 2023-06-30 | $373k | 4.4k | 85.40 |
| 2023-03-31 | $376k | 4.3k | 87.81 |
| 2022-12-31 | $362k | 4.3k | 85.02 |
| 2022-09-30 | $334k | 4.2k | 78.94 |
| 2022-06-30 | $319k | 4.2k | 76.04 |
| 2022-03-31 | $363k | 4.2k | 87.28 |
| 2021-12-31 | $501k | 4.6k | 108.28 |
| 2021-09-30 | $447k | 4.6k | 97.28 |
| 2020-09-30 | $257k | 5.0k | 50.90 |
| 2020-06-30 | $250k | 5.0k | 49.85 |
| 2019-12-31 | $254k | 4.8k | 52.48 |
| 2019-06-30 | $209k | 4.8k | 43.88 |
| 2019-03-31 | $200k | 4.7k | 42.27 |
| 2018-12-31 | $389k | 9.8k | 39.61 |
| 2018-09-30 | $213k | 4.7k | 45.66 |
| 2018-06-30 | $220k | 4.6k | 47.45 |
| 2018-03-31 | $237k | 4.6k | 51.35 |
| 2017-12-31 | $241k | 4.6k | 52.45 |
More positions owned by Bell & Brown Wealth Advisors
View all positions for Bell & Brown Wealth Advisors