Wellington Shields Capital Management »

Morgan Stanley shares owned by Wellington Shields Capital Management

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

Historical chart of Wellington Shields Capital Management investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Morgan Stanley by Wellington Shields Capital Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $336k 3.6k 93.25
2023-09-30 $215k 2.6k 81.67
2023-06-30 $225k 2.6k 85.40
2023-03-31 $232k 2.6k 87.80
2022-12-31 $224k 2.6k 85.02
2022-09-30 $206k 2.6k 79.02
2022-06-30 $255k 3.4k 75.96
2022-03-31 $320k 3.7k 87.50
2021-12-31 $504k 5.1k 98.21
2021-09-30 $470k 4.8k 97.27
2021-06-30 $285k 3.1k 91.73
2021-03-31 $226k 2.9k 77.74
2016-03-31 $326k 13k 24.98