Envestnet shares owned by Morgan Stanley
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 | $159M | 2.5M | 62.59 |
| 2024-03-31 | $175M | 3.0M | 57.91 |
| 2023-12-31 | $164M | 3.3M | 49.52 |
| 2023-09-30 | $139M | 3.2M | 44.03 |
| 2023-06-30 | $176M | 3.0M | 59.35 |
| 2022-12-31 | $146M | 2.4M | 61.70 |
| 2022-06-30 | $15M | 279k | 54.05 |
| 2022-03-31 | $6.2M | 84k | 74.40 |
| 2021-06-30 | $20M | 265k | 75.99 |
| 2020-12-31 | $13M | 160k | 82.28 |
| 2020-09-30 | $3.4M | 43k | 77.17 |
| 2020-06-30 | $3.0M | 41k | 73.52 |
| 2020-03-31 | $2.2M | 42k | 53.70 |
| 2019-12-31 | $8.7M | 125k | 69.62 |
| 2019-09-30 | $2.9M | 51k | 56.69 |
| 2019-03-31 | $1.5M | 23k | 65.37 |
| 2018-12-31 | $4.1M | 83k | 49.19 |
| 2018-09-30 | $8.0M | 132k | 60.96 |
| 2018-06-30 | $10M | 186k | 54.95 |
| 2018-03-31 | $7.7M | 134k | 57.30 |
| 2017-12-31 | $12M | 245k | 49.85 |
| 2017-03-31 | $3.4M | 105k | 32.30 |
| 2016-12-31 | $5.5M | 155k | 35.25 |
| 2016-09-30 | $1.6M | 43k | 36.46 |
| 2016-06-30 | $1.1M | 32k | 33.74 |
| 2016-03-31 | $810k | 30k | 26.94 |
| 2015-12-31 | $4.1M | 138k | 29.87 |
| 2015-09-30 | $1.1M | 38k | 30.06 |
| 2015-06-30 | $3.8M | 93k | 40.47 |
| 2014-12-31 | $5.5M | 111k | 49.12 |
| 2014-09-30 | $2.8M | 63k | 44.98 |
| 2014-06-30 | $2.5M | 52k | 48.92 |
| 2014-03-31 | $1.8M | 43k | 41.67 |
| 2013-12-31 | $923k | 23k | 40.34 |
| 2013-09-30 | $665k | 21k | 31.01 |