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Morgan Stanley shares owned by Valley National Advisers

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Valley National Advisers from 13F filings

Historical chart of Valley National Advisers investment in Morgan Stanley

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All positions including Morgan Stanley held by Valley National Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Valley National Advisers

Quarter filed Position value Share count Share price at filing
2024-03-31 $210k 2.2k 93.96
2023-12-31 $232k 2.5k 93.14
2023-09-30 $269k 3.3k 81.56
2023-06-30 $266k 3.1k 85.59
2023-03-31 $288k 3.2k 90.06
2022-12-31 $277k 3.1k 89.24
2022-09-30 $257k 3.2k 79.30
2022-06-30 $250k 3.2k 77.07
2022-03-31 $162k 1.8k 87.66
2021-12-31 $204k 2.1k 98.03
2021-09-30 $202k 2.1k 97.44
2021-06-30 $190k 2.1k 91.79
2021-03-31 $151k 1.9k 77.88
2020-12-31 $110k 1.6k 68.41
2020-09-30 $78k 1.6k 48.63
2020-06-30 $112k 2.3k 48.36
2020-03-31 $127k 3.7k 33.93
2019-12-31 $227k 4.4k 51.03
2019-09-30 $202k 4.7k 42.73
2019-06-30 $247k 5.6k 43.83
2019-03-31 $304k 7.2k 42.13
2018-12-31 $310k 7.8k 39.69
2018-09-30 $409k 8.8k 46.57
2018-06-30 $429k 9.0k 47.43
2018-03-31 $463k 8.6k 53.97
2017-12-31 $419k 8.0k 52.48
2017-09-30 $384k 8.0k 48.14
2017-06-30 $355k 8.0k 44.55
2017-03-31 $357k 8.3k 42.90
2016-12-31 $316k 7.5k 42.23
2016-09-30 $32k 992 32.26
2016-06-30 $26k 992 26.21
2016-03-31 $25k 992 25.20
2015-12-31 $27k 836 32.30
2015-09-30 $26k 836 31.10
2015-06-30 $32k 836 38.28
2015-03-31 $30k 836 35.89
2014-12-31 $2.0k 60 33.33