Morgan Stanley shares owned by YHB Investment Advisors
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by YHB Investment Advisors
from 13F filings
Historical chart of YHB Investment Advisors investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by YHB Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.9M | 21k | 94.16 |
| 2023-12-31 | $1.9M | 21k | 93.25 |
| 2023-09-30 | $4.7M | 58k | 81.67 |
| 2023-06-30 | $4.9M | 58k | 85.40 |
| 2023-03-31 | $6.3M | 72k | 87.80 |
| 2022-12-31 | $6.4M | 75k | 85.02 |
| 2022-09-30 | $6.5M | 82k | 79.00 |
| 2022-06-30 | $6.4M | 84k | 76.06 |
| 2022-03-31 | $7.4M | 84k | 87.40 |
| 2021-12-31 | $8.4M | 86k | 98.15 |
| 2021-09-30 | $8.4M | 86k | 97.32 |
| 2021-06-30 | $7.9M | 86k | 91.69 |
| 2021-03-31 | $6.0M | 76k | 78.59 |
| 2020-12-31 | $5.4M | 79k | 68.53 |
| 2020-09-30 | $4.0M | 84k | 48.35 |
| 2020-06-30 | $1.7M | 35k | 48.30 |
| 2020-03-31 | $1.2M | 35k | 33.99 |
| 2019-12-31 | $1.8M | 35k | 51.12 |
| 2019-09-30 | $1.5M | 35k | 42.67 |
| 2019-06-30 | $1.5M | 34k | 43.81 |
| 2019-03-31 | $2.0M | 47k | 42.20 |
| 2018-12-31 | $1.9M | 47k | 39.65 |
| 2018-09-30 | $3.4M | 74k | 46.57 |
| 2018-06-30 | $2.7M | 57k | 47.40 |
| 2018-03-31 | $3.1M | 57k | 53.96 |
| 2017-12-31 | $3.0M | 57k | 52.47 |
| 2017-09-30 | $2.7M | 57k | 48.17 |
| 2017-06-30 | $802k | 18k | 44.58 |
| 2017-03-31 | $3.0M | 70k | 43.37 |
| 2016-12-31 | $2.9M | 70k | 42.25 |
| 2016-09-30 | $954k | 30k | 32.06 |
| 2016-06-30 | $1.8M | 70k | 25.98 |
| 2016-03-31 | $447k | 18k | 25.03 |
| 2015-12-31 | $2.2M | 70k | 31.80 |
| 2015-09-30 | $2.2M | 70k | 31.50 |
| 2015-06-30 | $2.7M | 70k | 38.79 |
| 2015-03-31 | $3.3M | 94k | 35.69 |
| 2014-12-31 | $3.7M | 96k | 38.80 |
| 2014-09-30 | $3.3M | 96k | 34.57 |
| 2014-06-30 | $3.8M | 116k | 32.33 |
| 2014-03-31 | $3.8M | 123k | 31.17 |
| 2013-12-31 | $3.7M | 118k | 31.36 |
| 2013-09-30 | $3.2M | 118k | 26.95 |
| 2013-06-30 | $2.9M | 118k | 24.43 |
| 2013-03-31 | $2.5M | 113k | 21.98 |
| 2012-12-31 | $2.1M | 109k | 19.12 |
| 2012-09-30 | $1.2M | 74k | 16.74 |
| 2011-09-30 | $169k | 13k | 13.49 |
| 2011-06-30 | $505k | 22k | 23.02 |