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Morgan Stanley shares owned by Independent Portfolio Consultants

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Independent Portfolio Consultants from 13F filings

Historical chart of Independent Portfolio Consultants investment in Morgan Stanley

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All positions including Morgan Stanley held by Independent Portfolio Consultants consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Independent Portfolio Consultants

Quarter filed Position value Share count Share price at filing
2017-06-30 $1.7M 39k 44.55
2017-03-31 $1.0M 24k 42.85
2016-12-31 $1.0M 24k 42.24
2016-09-30 $788k 25k 32.04
2016-06-30 $677k 26k 25.99
2016-03-31 $623k 25k 25.02
2015-12-31 $769k 24k 31.83
2015-09-30 $1.3M 42k 31.49
2015-06-30 $1.5M 40k 38.78
2015-03-31 $1.4M 38k 35.68
2014-12-31 $1.5M 39k 38.80
2014-09-30 $531k 15k 34.57
2014-06-30 $285k 8.8k 32.28
2014-03-31 $498k 16k 31.16
2013-12-31 $582k 19k 31.36
2013-09-30 $316k 12k 26.96
2013-06-30 $286k 12k 24.42