Morgan Stanley shares owned by Addison Advisors
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Addison Advisors
from 13F filings
Historical chart of Addison Advisors investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Addison Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $528k | 5.1k | 104.24 |
| 2024-06-30 | $504k | 5.2k | 97.19 |
| 2024-03-31 | $462k | 4.9k | 94.16 |
| 2023-12-31 | $450k | 4.8k | 93.25 |
| 2023-09-30 | $376k | 4.6k | 81.67 |
| 2023-06-30 | $392k | 4.6k | 85.40 |
| 2023-03-31 | $381k | 4.3k | 87.80 |
| 2022-12-31 | $356k | 4.2k | 85.02 |
| 2022-09-30 | $320k | 4.0k | 79.07 |
| 2022-06-30 | $222k | 2.9k | 76.03 |
| 2022-03-31 | $265k | 3.0k | 87.34 |
| 2021-12-31 | $174k | 1.8k | 97.97 |
| 2021-09-30 | $23k | 232 | 99.14 |
| 2021-06-30 | $21k | 232 | 90.52 |
| 2020-12-31 | $16k | 232 | 68.97 |