Morgan Stanley shares owned by Patriot Financial Group Insurance Agency
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Patriot Financial Group Insurance Agency
from 13F filings
Historical chart of Patriot Financial Group Insurance Agency investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Patriot Financial Group Insurance Agency
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $579k | 6.2k | 94.16 |
| 2023-12-31 | $589k | 6.3k | 93.24 |
| 2023-09-30 | $492k | 6.0k | 81.66 |
| 2023-06-30 | $536k | 6.3k | 85.40 |
| 2023-03-31 | $550k | 6.3k | 87.80 |
| 2022-12-31 | $458k | 5.4k | 85.01 |
| 2022-09-30 | $432k | 5.5k | 79.01 |
| 2022-06-30 | $413k | 5.4k | 76.02 |
| 2022-03-31 | $511k | 5.8k | 87.46 |
| 2021-12-31 | $645k | 6.6k | 98.22 |
| 2021-09-30 | $630k | 6.5k | 97.27 |
| 2021-06-30 | $597k | 6.5k | 91.75 |
| 2021-03-31 | $553k | 7.1k | 77.67 |
| 2020-12-31 | $472k | 6.9k | 68.48 |
| 2020-09-30 | $296k | 6.1k | 48.37 |
| 2020-06-30 | $230k | 6.2k | 37.08 |
| 2020-03-31 | $195k | 5.7k | 34.08 |
| 2019-12-31 | $61k | 1.2k | 50.88 |
| 2019-09-30 | $51k | 1.2k | 42.61 |
| 2019-06-30 | $49k | 1.1k | 43.48 |
| 2019-03-31 | $49k | 1.2k | 42.28 |
| 2018-12-31 | $46k | 1.2k | 39.97 |
| 2018-09-30 | $61k | 1.3k | 46.53 |
| 2018-06-30 | $12k | 250 | 48.00 |
| 2018-03-31 | $18k | 350 | 51.43 |
| 2017-12-31 | $19k | 350 | 54.29 |
| 2017-09-30 | $17k | 350 | 48.57 |
| 2017-06-30 | $16k | 350 | 45.71 |
| 2017-03-31 | $15k | 350 | 42.86 |
| 2016-12-31 | $18k | 426 | 42.25 |
More positions owned by Patriot Financial Group Insurance Agency
View all positions for Patriot Financial Group Insurance Agency