Morgan Stanley shares owned by Advus Financial Partners
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Advus Financial Partners
from 13F filings
Historical chart of Advus Financial Partners investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Advus Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $419k | 2.0k | 209.07 |
| 2026-03-31 | $338k | 2.1k | 164.55 |
| 2025-12-31 | $369k | 2.1k | 177.57 |
| 2025-09-30 | $388k | 2.4k | 158.97 |
| 2025-06-30 | $359k | 2.5k | 140.84 |
| 2025-03-31 | $292k | 2.5k | 116.67 |
| 2024-12-31 | $333k | 2.6k | 125.70 |
| 2024-09-30 | $298k | 2.9k | 104.25 |
| 2024-06-30 | $292k | 3.0k | 97.18 |
| 2024-03-31 | $296k | 3.1k | 94.17 |
| 2023-12-31 | $304k | 3.3k | 93.24 |
| 2023-09-30 | $276k | 3.4k | 81.68 |
| 2023-06-30 | $253k | 3.0k | 85.40 |
| 2023-03-31 | $298k | 3.4k | 87.81 |
| 2022-12-31 | $259k | 3.0k | 85.01 |
| 2022-09-30 | $324k | 4.1k | 79.02 |
| 2022-06-30 | $313k | 4.1k | 76.06 |
| 2022-03-31 | $304k | 3.5k | 87.40 |
| 2021-09-30 | $312k | 3.2k | 98.16 |