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Morgan Stanley shares owned by Accordant Advisory Group

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Accordant Advisory Group from 13F filings

Historical chart of Accordant Advisory Group investment in Morgan Stanley

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All positions including Morgan Stanley held by Accordant Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Accordant Advisory Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $49k 470 104.24
2024-06-30 $46k 470 97.19
2024-03-31 $44k 470 94.16

More positions owned by Accordant Advisory Group

Spdr Blmbg 1-3 Mth T-bill Etf Bloomberg 1-3 Mo (Principal) (BIL)
Farmland Partners (Principal) (FPI)
T. Rowe Price Capital Apprec Eq Etf Cap Appreciation (TCAF)
Cambria Shareholder Yield Etf Shshld Yield Etf (SYLD)
Pacer Us Cash Cows 100 Etf Us Cash Cows 100 (COWZ)
Vaneck Merk Gold Trust Gold Trust (OUNZ)
Sprott Physical Gold Trust Unit (PHYS)
First Trust Nasdaq Cln Edgestgidifsetf Nasdq Cln Edge (Principal) (GRID)
Sprott Physical Silver Trust Tr Unit (PSLV)
Ast Spacemobile Com Cl A (ASTS)
Kimbell Royalty Partners Unit (KRP)
Sprott Uranium Miners Etf Uranium Miners E (URNM)
Weyerhaeuser Com New (Principal) (WY)
First Trust Nasdaq Cybersecurity Etf Nasdaq Cyb Etf (CIBR)
Franklin Ftse India Etf Franklin India (FLIN)

View all positions for Accordant Advisory Group

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
State Street Corporation
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BlackRock
Jpmorgan Chase & Co
Capital Research and Management Company - Division 3
Geode Capital Management
Bank of America Corporation
Fisher Investments
Massachusetts Financial Services
Goldman Sachs Group
Capital Research Global Investors
T. Rowe Price Associates
Northern Trust

View all funds holding Morgan Stanley