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Morgan Stanley shares owned by Capstone Investment Advisors

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Capstone Investment Advisors from 13F filings

Historical chart of Capstone Investment Advisors investment in Morgan Stanley

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All positions including Morgan Stanley held by Capstone Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Capstone Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $78M 828k 94.16
2023-12-31 $95M 1.0M 93.25
2023-09-30 $39M 476k 81.67
2023-06-30 $31M 362k 85.40
2023-03-31 $25M 289k 87.80
2022-12-31 $34M 395k 85.02
2022-09-30 $33M 414k 79.00
2022-06-30 $32M 415k 76.05
2022-03-31 $88M 1.0M 87.40
2021-12-31 $177M 1.8M 98.16
2021-09-30 $166M 1.7M 97.31
2021-06-30 $141M 1.5M 91.69
2021-03-31 $101M 1.3M 77.66
2020-12-31 $77M 1.1M 68.53
2020-09-30 $77M 1.6M 48.35
2020-06-30 $22M 453k 48.30
2020-03-31 $9.7M 284k 34.00
2019-12-31 $43M 849k 51.12
2019-09-30 $26M 597k 42.67
2019-06-30 $23M 523k 43.81
2019-03-31 $17M 392k 42.20
2018-12-31 $9.3M 234k 39.65
2018-09-30 $7.5M 161k 46.59
2018-06-30 $5.6M 118k 47.38
2017-12-31 $290k 5.5k 52.44
2017-03-31 $279k 6.5k 42.80
2016-12-31 $653k 16k 42.15
2016-03-31 $3.6M 143k 25.01
2014-09-30 $1.3M 36k 34.55
2014-06-30 $1.1M 33k 32.31
2014-03-31 $6.4M 204k 31.16
2013-12-31 $22M 712k 31.36
2013-09-30 $19M 712k 26.95
2013-06-30 $8.8M 361k 24.43
2012-06-30 $382k 26k 14.58
2012-03-31 $6.2M 315k 19.64
2011-12-31 $969k 64k 15.10
2011-09-30 $867k 64k 13.50
2011-06-30 $9.3M 403k 23.00
2011-03-31 $6.5M 237k 27.32
2010-12-31 $24M 872k 27.21

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View all positions for Capstone Investment Advisors

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