Envestnet shares owned by Morgan Stanley
Quarter-by-quarter ownership of Envestnet shares owned by Morgan Stanley
from 13F filings
Historical chart of Morgan Stanley investment in Envestnet
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All positions including Envestnet held by Morgan Stanley consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Envestnet by Morgan Stanley
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $3.1M | 3.2M | 0.96 |
| 2024-03-31 | $2.9M | 3.0M | 0.97 |
| 2023-12-31 | $4.2M | 4.5M | 0.93 |
| 2023-09-30 | $6.8M | 7.3M | 0.92 |
| 2023-06-30 | $7.5M | 8.1M | 0.92 |
| 2022-12-31 | $5.6M | 6.2M | 0.90 |
| 2022-06-30 | $2.3M | 2.7M | 0.87 |