Morgan Stanley shares owned by Joel Isaacson & Co
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Joel Isaacson & Co
from 13F filings
Historical chart of Joel Isaacson & Co investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Joel Isaacson & Co consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Morgan Stanley by Joel Isaacson & Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $4.5M | 48k | 94.16 |
| 2023-12-31 | $4.2M | 45k | 93.25 |
| 2023-09-30 | $3.6M | 44k | 81.67 |
| 2023-06-30 | $3.8M | 44k | 85.40 |
| 2023-03-31 | $3.9M | 44k | 87.80 |
| 2022-12-31 | $3.8M | 45k | 85.02 |
| 2022-09-30 | $3.5M | 44k | 79.00 |
| 2022-06-30 | $3.4M | 44k | 76.07 |
| 2022-03-31 | $3.8M | 44k | 86.48 |
| 2021-12-31 | $4.3M | 44k | 98.17 |
| 2021-09-30 | $4.3M | 44k | 97.31 |
| 2021-06-30 | $4.1M | 44k | 91.69 |
| 2021-03-31 | $3.4M | 44k | 77.67 |
| 2020-12-31 | $3.0M | 44k | 68.54 |
| 2020-09-30 | $2.1M | 44k | 48.35 |
| 2020-06-30 | $2.1M | 44k | 48.29 |
| 2020-03-31 | $1.5M | 44k | 34.00 |
| 2019-12-31 | $2.2M | 43k | 51.13 |
| 2019-09-30 | $1.8M | 43k | 42.68 |
| 2019-06-30 | $1.9M | 44k | 43.81 |
| 2019-03-31 | $1.8M | 44k | 42.20 |
| 2018-12-31 | $1.8M | 44k | 41.74 |
| 2018-09-30 | $2.0M | 43k | 46.57 |
| 2018-06-30 | $2.0M | 43k | 47.39 |
| 2018-03-31 | $2.3M | 43k | 53.96 |
| 2017-12-31 | $2.2M | 43k | 52.47 |
| 2017-09-30 | $2.5M | 51k | 48.18 |
| 2017-06-30 | $2.3M | 52k | 44.57 |
| 2017-03-31 | $2.3M | 53k | 42.84 |
| 2016-12-31 | $2.3M | 54k | 42.24 |
| 2016-09-30 | $1.9M | 59k | 32.05 |
| 2016-06-30 | $1.6M | 60k | 25.98 |
| 2016-03-31 | $1.4M | 57k | 25.01 |
| 2015-12-31 | $1.8M | 56k | 31.81 |
| 2015-09-30 | $1.8M | 57k | 31.51 |
| 2015-06-30 | $2.2M | 58k | 38.78 |
| 2015-03-31 | $2.1M | 58k | 35.70 |
| 2014-12-31 | $2.3M | 58k | 38.80 |
| 2014-09-30 | $2.1M | 60k | 34.58 |
| 2014-06-30 | $1.9M | 60k | 32.33 |
| 2014-03-31 | $615k | 11k | 57.76 |
| 2013-12-31 | $1.9M | 62k | 31.35 |
| 2013-09-30 | $1.7M | 62k | 26.95 |
| 2013-06-30 | $1.5M | 62k | 24.44 |
| 2013-03-31 | $1.4M | 66k | 21.98 |
| 2012-12-31 | $1.3M | 66k | 19.11 |