Morgan Stanley shares owned by Advisors Asset Management
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Advisors Asset Management
from 13F filings
Historical chart of Advisors Asset Management investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Advisors Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $13M | 79k | 158.96 |
| 2025-06-30 | $11M | 78k | 140.86 |
| 2025-03-31 | $9.8M | 84k | 116.67 |
| 2024-12-31 | $9.0M | 71k | 125.72 |
| 2024-09-30 | $8.5M | 82k | 104.24 |
| 2024-06-30 | $8.2M | 85k | 97.19 |
| 2024-03-31 | $7.9M | 84k | 94.16 |
| 2023-12-31 | $8.1M | 86k | 93.25 |
| 2023-09-30 | $8.2M | 100k | 81.67 |
| 2023-06-30 | $8.7M | 102k | 85.40 |
| 2023-03-31 | $9.2M | 104k | 87.80 |
| 2022-12-31 | $9.4M | 111k | 85.02 |
| 2022-09-30 | $10M | 129k | 79.01 |
| 2022-06-30 | $11M | 137k | 76.06 |
| 2022-03-31 | $13M | 145k | 87.40 |
| 2021-12-31 | $12M | 127k | 98.16 |
| 2021-09-30 | $9.6M | 98k | 97.31 |
| 2021-06-30 | $7.2M | 79k | 91.69 |
| 2021-03-31 | $5.4M | 69k | 77.66 |
| 2020-12-31 | $2.9M | 42k | 68.53 |
| 2020-09-30 | $1.5M | 30k | 48.35 |
| 2020-06-30 | $1.5M | 31k | 48.29 |
| 2020-03-31 | $1.0M | 30k | 33.98 |
| 2019-12-31 | $1.9M | 38k | 51.13 |
| 2019-09-30 | $2.1M | 49k | 42.66 |
| 2019-06-30 | $2.6M | 59k | 43.80 |
| 2019-03-31 | $2.5M | 60k | 42.20 |
| 2018-12-31 | $2.2M | 56k | 39.65 |
| 2018-09-30 | $1.6M | 35k | 46.56 |
| 2018-06-30 | $1.3M | 215 | 6041.86 |
| 2018-03-31 | $1.3M | 23k | 56.01 |
| 2017-12-31 | $1.1M | 20k | 52.49 |
| 2017-09-30 | $863k | 18k | 48.18 |
| 2017-06-30 | $850k | 19k | 44.55 |
| 2017-03-31 | $752k | 18k | 42.86 |
| 2016-12-31 | $750k | 18k | 42.27 |
| 2016-09-30 | $581k | 18k | 32.06 |
| 2016-06-30 | $465k | 18k | 26.00 |
| 2016-03-31 | $510k | 20k | 25.02 |
| 2015-12-31 | $650k | 20k | 31.82 |
| 2015-09-30 | $528k | 17k | 31.48 |
| 2015-06-30 | $515k | 13k | 38.81 |
| 2015-03-31 | $471k | 13k | 35.67 |
| 2014-12-31 | $387k | 10k | 38.79 |
| 2014-09-30 | $261k | 7.6k | 34.51 |
| 2014-06-30 | $254k | 7.9k | 32.30 |
| 2014-03-31 | $242k | 7.8k | 31.17 |
| 2013-12-31 | $247k | 7.9k | 31.41 |
| 2013-09-30 | $212k | 7.9k | 26.96 |
| 2013-06-30 | $197k | 8.1k | 24.43 |
| 2013-03-31 | $182k | 8.3k | 22.02 |
| 2012-12-31 | $162k | 8.5k | 19.14 |
| 2012-09-30 | $160k | 9.6k | 16.73 |
| 2012-06-30 | $145k | 10k | 14.55 |
| 2012-03-31 | $203k | 10k | 19.68 |
| 2011-12-31 | $159k | 11k | 15.11 |
| 2011-09-30 | $160k | 12k | 13.53 |
| 2011-06-30 | $292k | 13k | 23.01 |
| 2011-03-31 | $345k | 13k | 27.35 |
| 2010-12-31 | $365k | 13k | 27.19 |