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Morgan Stanley shares owned by 55i

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by 55i from 13F filings

Historical chart of 55i investment in Morgan Stanley

Jul 2021Sep 2021Nov 2021Jan 2022Mar 2022May 2022Jul 2022Sep 20220.5M1M1.5M5k10k15k20k
Value ($)Share countHistorical MS position of 55i Source: stockzoa.comValue ($)Share count

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All positions including Morgan Stanley held by 55i consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by 55i

Quarter filed Position value Share count Share price at filing
2022-09-30 $1.8M 23k 79.03
2022-06-30 $424k 5.6k 76.08
2021-09-30 $1.3M 13k 97.29
2021-06-30 $245k 2.7k 91.52

More positions owned by 55i

iShares Core S&P 500 ETF Etf (IVV)
iShares ESG Aware MSCI USA ETF Etf (ESGU)
SPDR Portfolio S&P 500 ETF Etf (SPLG)
iShares MSCI EAFE Value ETF Etf (EFV)
iShares MSCI EAFE Growth ETF Etf (EFG)
iShares MSCI USA Min Vol Facto Etf (USMV)
Vanguard 500 Index Fund Etf (VOO)
iShares S&P 100 ETF Etf (OEF)
iShares Edge MSCI Intl Value F Etf (IVLU)
iShares Core S&P Small-Cap ETF Etf (IJR)
iShares Russell 1000 ETF Etf (IWB)
iShares ESG MSCI USA Leaders E Etf (SUSL)
iShares MSCI Emerg Mkts Min Vo Etf (EEMV)
iShares MSCI USA Quality Facto Etf (QUAL)
Invesco S&P Emerging Markets L Etf (EELV)

View all positions for 55i

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
State Street Corporation
Vanguard Group
BlackRock
Jpmorgan Chase & Co
Capital Research and Management Company - Division 3
Geode Capital Management
FMR
Fisher Investments
Bank of America Corporation
Capital Research Global Investors
Wellington Management Company
Massachusetts Financial Services
UBS Group
Norges Bank Investment Management

View all funds holding Morgan Stanley