Morgan Stanley shares owned by Legacy Advisors
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Legacy Advisors
from 13F filings
Historical chart of Legacy Advisors investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Legacy Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Morgan Stanley by Legacy Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $353k | 3.7k | 94.16 |
| 2023-12-31 | $314k | 3.4k | 93.25 |
| 2019-03-31 | $9.0k | 218 | 41.28 |
| 2018-09-30 | $19k | 417 | 45.56 |
| 2018-06-30 | $20k | 417 | 47.96 |
| 2018-03-31 | $12k | 218 | 55.05 |
| 2017-12-31 | $11k | 218 | 50.46 |
| 2017-09-30 | $10k | 218 | 45.87 |