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Morgan Stanley shares owned by Burney Co/

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Burney Co/ from 13F filings

Historical chart of Burney Co/ investment in Morgan Stanley

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All positions including Morgan Stanley held by Burney Co/ consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Burney Co/

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.1M 22k 93.24
2023-09-30 $2.3M 28k 81.67
2023-06-30 $2.9M 35k 85.40
2023-03-31 $10M 117k 87.80
2022-12-31 $10M 122k 85.02
2022-09-30 $11M 134k 79.01
2022-06-30 $10M 134k 76.16
2022-03-31 $12M 136k 87.45
2021-12-31 $14M 138k 98.12
2021-09-30 $13M 137k 97.33
2021-06-30 $14M 148k 91.76
2021-03-31 $11M 143k 77.58
2020-12-31 $9.0M 132k 68.66
2020-09-30 $820k 17k 48.37
2020-06-30 $831k 17k 48.33
2020-03-31 $658k 19k 33.98
2019-12-31 $1.1M 22k 51.11
2019-09-30 $901k 21k 42.69
2019-06-30 $900k 21k 43.82
2019-03-31 $852k 20k 42.21