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Morgan Stanley shares owned by Spartan Planning & Wealth Management

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Spartan Planning & Wealth Management from 13F filings

Historical chart of Spartan Planning & Wealth Management investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

All positions including Morgan Stanley held by Spartan Planning & Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Spartan Planning & Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $129k 1.4k 93.25
2023-09-30 $163 2 81.50
2022-12-31 $260k 3.1k 85.02
2022-03-31 $34k 385 88.31

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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
Susquehanna International
Legal & General Group

View all funds holding Morgan Stanley