Burke & Herbert Financial Serv shares owned by Morgan Stanley
Quarter-by-quarter ownership of Burke & Herbert Financial Serv (BHRB) shares owned by Morgan Stanley
from 13F filings
Historical chart of Morgan Stanley investment in Burke & Herbert Financial Serv
Tip: Access up to 7 years of quarterly data
All positions including Burke & Herbert Financial Serv held by Morgan Stanley consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Burke & Herbert Financial Serv by Morgan Stanley
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $6.4M | 103k | 62.31 |
| 2025-12-31 | $6.1M | 97k | 62.31 |
| 2025-09-30 | $3.8M | 62k | 61.69 |
| 2025-06-30 | $3.0M | 50k | 59.73 |
| 2024-12-31 | $4.4M | 70k | 62.36 |
| 2024-09-30 | $3.2M | 53k | 61.00 |
| 2024-06-30 | $791k | 16k | 50.98 |
| 2024-03-31 | $521k | 9.3k | 56.00 |
| 2023-12-31 | $790k | 13k | 62.90 |
| 2023-09-30 | $269k | 5.8k | 46.46 |
| 2023-06-30 | $282k | 4.4k | 64.20 |
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