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Morgan Stanley shares owned by Westwood Holdings

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Westwood Holdings from 13F filings

Historical chart of Westwood Holdings investment in Morgan Stanley

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All positions including Morgan Stanley held by Westwood Holdings consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Westwood Holdings

Quarter filed Position value Share count Share price at filing
2023-09-30 $1.6M 20k 81.69
2023-06-30 $1.8M 21k 85.41
2023-03-31 $1.9M 21k 87.80
2022-12-31 $1.8M 22k 85.03
2022-09-30 $1.6M 20k 79.04
2022-06-30 $1.6M 21k 76.07
2022-03-31 $1.8M 21k 87.40
2021-12-31 $1.9M 19k 98.17
2021-09-30 $1.8M 19k 97.35
2021-06-30 $1.8M 19k 91.71
2021-03-31 $1.4M 18k 77.66
2020-12-31 $1.2M 18k 68.52
2019-06-30 $4.3M 98k 43.82
2019-03-31 $54M 1.3M 42.20
2018-12-31 $50M 1.3M 39.65
2018-09-30 $69M 1.5M 46.57
2018-06-30 $68M 1.4M 47.40
2018-03-31 $81M 1.5M 53.96
2015-12-31 $7.9M 249k 31.81