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Morgan Stanley shares owned by Sowell Financial Services

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Sowell Financial Services from 13F filings

Historical chart of Sowell Financial Services investment in Morgan Stanley

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All positions including Morgan Stanley held by Sowell Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Sowell Financial Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.2M 23k 94.15
2023-12-31 $2.1M 23k 93.24
2023-09-30 $2.3M 28k 81.69
2023-06-30 $2.1M 25k 85.40
2023-03-31 $1.4M 16k 87.80
2022-12-31 $1.8M 21k 85.03
2022-09-30 $1.1M 15k 79.03
2022-06-30 $1.3M 18k 76.06
2022-03-31 $933k 11k 84.65
2021-12-31 $2.9M 30k 98.15
2021-09-30 $2.8M 29k 97.33
2021-06-30 $3.0M 33k 91.68
2021-03-31 $3.4M 39k 86.84
2020-12-31 $2.8M 41k 68.53
2020-09-30 $2.0M 42k 48.35
2020-06-30 $861k 18k 48.33
2020-03-31 $405k 12k 34.01
2019-12-31 $601k 12k 51.11
2019-09-30 $312k 7.3k 42.61
2019-03-31 $304k 7.2k 42.15
2018-12-31 $401k 10k 39.64
2018-09-30 $426k 9.2k 46.54
2018-06-30 $433k 9.2k 47.31
2018-03-31 $438k 8.5k 51.70
2017-12-31 $518k 9.3k 55.83
2017-09-30 $940k 19k 49.61
2017-06-30 $513k 11k 47.91
2017-03-31 $240k 5.6k 42.72
2016-12-31 $163k 3.5k 46.05