Morgan Stanley shares owned by Bell Investment Advisors
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Bell Investment Advisors
from 13F filings
Historical chart of Bell Investment Advisors investment in Morgan Stanley
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All positions including Morgan Stanley held by Bell Investment Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Morgan Stanley by Bell Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $56k | 590 | 94.16 |
| 2023-12-31 | $51k | 548 | 93.25 |
| 2023-09-30 | $51k | 624 | 81.67 |
| 2023-06-30 | $52k | 606 | 85.40 |
| 2023-03-31 | $53k | 607 | 87.80 |
| 2022-12-31 | $60k | 702 | 85.02 |
| 2022-09-30 | $54k | 681 | 79.30 |
| 2022-06-30 | $41k | 533 | 76.92 |
| 2021-12-31 | $70k | 710 | 98.59 |
| 2021-09-30 | $62k | 639 | 97.03 |