Laffer Investments »

Morgan Stanley shares owned by Laffer Investments

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

Historical chart of Laffer Investments investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

All positions including Morgan Stanley held by Laffer Investments 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 Laffer Investments

Quarter filed Position value Share count Share price at filing
2023-12-31 $79k 845 93.25
2023-09-30 $61k 743 81.67
2023-06-30 $118k 1.4k 85.40
2023-03-31 $124k 1.4k 87.80
2022-12-31 $121k 1.4k 85.02
2022-09-30 $112k 1.4k 79.01
2022-06-30 $107k 1.4k 76.06
2022-03-31 $123k 1.4k 87.40
2021-12-31 $139k 1.4k 98.16
2021-09-30 $138k 1.4k 97.31
2021-06-30 $84k 911 91.69
2021-03-31 $405k 5.2k 77.66
2020-12-31 $435k 6.3k 68.53
2020-09-30 $428k 8.9k 48.35
2020-06-30 $662k 14k 48.30
2020-03-31 $994k 29k 34.00
2019-12-31 $1.5M 28k 51.12
2019-09-30 $3.6k 84 42.67
2017-12-31 $2.8M 53k 52.47
2017-09-30 $2.5M 53k 48.17
2017-06-30 $2.5M 56k 44.56
2017-03-31 $2.4M 56k 42.84
2016-12-31 $2.4M 56k 42.25
2016-09-30 $1.9M 60k 32.06
2016-06-30 $1.6M 60k 25.98
2016-03-31 $1.6M 63k 25.01
2015-12-31 $2.0M 63k 31.81
2015-09-30 $2.0M 63k 31.50
2015-06-30 $2.4M 63k 38.79
2015-03-31 $3.4M 95k 35.69
2014-12-31 $3.7M 95k 38.80
2014-09-30 $3.3M 95k 34.57
2014-06-30 $3.1M 95k 32.33
2014-03-31 $3.1M 100k 31.17
2013-12-31 $3.1M 100k 31.36
2013-09-30 $2.6M 96k 26.95
2011-03-31 $3.2M 118k 27.32
2010-12-31 $3.2M 118k 27.21