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Morgan Stanley shares owned by Financial Advisory Partners

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

Historical chart of Financial Advisory Partners investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Morgan Stanley by Financial Advisory Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.7M 39k 94.16

More positions owned by Financial Advisory Partners

Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Pfd And Incm Sec (PFF)
Broadcom (AVGO)
Microsoft Corporation (MSFT)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Republic Services (RSG)
Vanguard World Inf Tech Etf (VGT)
JPMorgan Chase & Co. (JPM)
Home Depot (HD)
Nextera Energy (NEE)
Parker-Hannifin Corporation (PH)

View all positions for Financial Advisory 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