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Morgan Stanley shares owned by Moneta Group Investment Advisors

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Moneta Group Investment Advisors from 13F filings

Historical chart of Moneta Group Investment Advisors investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

All positions including Morgan Stanley held by Moneta Group Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Moneta Group Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $931k 10k 93.25
2023-09-30 $851k 10k 81.67
2023-06-30 $889k 10k 85.40
2023-03-31 $964k 11k 87.80
2022-12-31 $905M 11M 85.02
2022-09-30 $668k 8.5k 79.01
2022-06-30 $640k 8.4k 76.06
2022-03-31 $659k 7.5k 87.40
2021-12-31 $569k 5.8k 98.15
2021-09-30 $616k 6.3k 97.31
2021-06-30 $1.2M 13k 91.69
2021-03-31 $899k 12k 77.66
2020-12-31 $699k 10k 68.53
2020-09-30 $440k 9.1k 48.35
2020-06-30 $448k 9.3k 48.30
2020-03-31 $334k 9.8k 34.00
2019-12-31 $742k 15k 51.12
2019-09-30 $628k 15k 42.67
2019-06-30 $482k 5.6k 86.26
2019-03-31 $464k 66k 6.98
2018-12-31 $436k 11k 39.65
2018-09-30 $489k 11k 46.57
2018-06-30 $515k 28k 18.18
2018-03-31 $513k 9.5k 54.00
2017-12-31 $473k 9.0k 52.46
2017-09-30 $386k 8.0k 48.18
2017-06-30 $513k 12k 44.57
2017-03-31 $472k 11k 42.87
2016-12-31 $467k 11k 42.27
2016-09-30 $353k 11k 32.06
2016-06-30 $286k 11k 25.98
2016-03-31 $275k 11k 24.98
2015-12-31 $303k 9.5k 31.86
2015-09-30 $160k 5.1k 31.53
2015-06-30 $349k 9.0k 38.73
2015-03-31 $322k 9.0k 35.74
2014-12-31 $350k 9.0k 38.85
2014-09-30 $294k 8.5k 34.55

More positions owned by Moneta Group Investment Advisors

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Core Msci Emkt (IEMG)
Archer Daniels Midland Company (ADM)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Sml Cp Grw Etf (VBK)

View all positions for Moneta Group Investment Advisors

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
Legal & General Group
Norges Bank Investment Management

View all funds holding Morgan Stanley