Canopy Partners »

Morgan Stanley shares owned by Canopy Partners

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

Historical chart of Canopy Partners investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Morgan Stanley by Canopy Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $387k 4.1k 93.25

More positions owned by Canopy Partners

iShares Core MSCI EAFE ETF Etf (IEFA)
Spdr S&p 500 Etf Etf (SPY)
Apple Common Stock (AAPL)
Microsoft Common Stock (MSFT)
SPDR S&P Midcap 400 ETF Etf (MDY)
iShares Core MSCI Emerging ETF Etf (IEMG)
iShares Russell Mid Cap ETF Etf (IWR)
Alphabet Inc. Class A Common Stock (GOOGL)
Amazon.Com Common Stock (AMZN)
Vanguard Total Stock Market ETF Etf (VTI)
iShares Core S&P Small-Cap ETF Etf (IJR)
JPMorgan Chase Common Stock (JPM)
Meta Platforms Inc Class A Common Stock (META)
iShares Core S&P 500 ETF Etf (IVV)
UnitedHealth Group Common Stock (UNH)

View all positions for Canopy Partners

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
Susquehanna International
Legal & General Group

View all funds holding Morgan Stanley