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Morgan Stanley shares owned by TD Capital Management

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

Historical chart of TD Capital Management investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Morgan Stanley by TD Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $13k 140 94.16
2023-12-31 $13k 140 93.25
2023-09-30 $11k 140 81.67
2023-06-30 $12k 140 85.40
2023-03-31 $12k 140 87.80

More positions owned by TD Capital Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Core S&p500 Etf (IVV)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Large Cap Etf (VV)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr Core Msci Total (IXUS)

View all positions for TD Capital Management

Top funds holding Morgan Stanley

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Bank of America Corporation
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Bornite Capital Management
Fisher Investments
Massachusetts Financial Services
UBS Group
FMR
Ameriprise Financial
T. Rowe Price Associates
Goldman Sachs Group

View all funds holding Morgan Stanley