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Morgan Stanley shares owned by Portman Square Capital

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Portman Square Capital from 13F filings

Historical chart of Portman Square Capital investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

All positions including Morgan Stanley held by Portman Square Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Portman Square Capital

Quarter filed Position value Share count Share price at filing
2024-03-31 $16M 172k 94.16
2023-12-31 $6.1M 65k 93.25
2023-09-30 $5.8M 71k 81.67
2022-12-31 $11M 131k 85.02

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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