Morgan Stanley shares owned by Affinity Investment Advisors
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Affinity Investment Advisors
from 13F filings
Historical chart of Affinity Investment Advisors investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Affinity Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $961k | 6.0k | 158.96 |
| 2025-06-30 | $884k | 6.3k | 140.86 |
| 2025-03-31 | $786k | 6.7k | 116.67 |
| 2024-12-31 | $850k | 6.8k | 125.72 |
| 2024-09-30 | $705k | 6.8k | 104.24 |
| 2024-06-30 | $654k | 6.7k | 97.19 |
| 2024-03-31 | $635k | 6.7k | 94.16 |
| 2023-12-31 | $632k | 6.8k | 93.25 |
| 2023-09-30 | $627k | 7.7k | 81.67 |
| 2023-06-30 | $677k | 7.9k | 85.40 |
| 2023-03-31 | $1.1M | 12k | 87.80 |
| 2022-12-31 | $1.1M | 13k | 85.02 |
| 2022-09-30 | $1000k | 13k | 79.03 |
| 2022-06-30 | $2.6M | 35k | 76.05 |
| 2022-03-31 | $2.9M | 34k | 87.40 |
| 2021-12-31 | $3.5M | 36k | 98.17 |
| 2021-09-30 | $3.5M | 36k | 97.31 |
| 2021-06-30 | $3.4M | 37k | 91.69 |
| 2021-03-31 | $4.6M | 60k | 77.66 |
| 2020-12-31 | $4.4M | 65k | 68.52 |
| 2020-09-30 | $3.1M | 64k | 48.35 |
| 2020-06-30 | $2.9M | 61k | 48.30 |
| 2020-03-31 | $2.7M | 80k | 34.00 |
| 2019-12-31 | $4.0M | 78k | 51.12 |
| 2019-09-30 | $4.5M | 106k | 42.67 |
| 2019-06-30 | $5.1M | 116k | 43.81 |
| 2019-03-31 | $7.6M | 179k | 42.20 |
| 2018-12-31 | $9.7M | 244k | 39.65 |
| 2018-09-30 | $13M | 272k | 46.57 |
| 2018-06-30 | $11M | 230k | 47.40 |
| 2018-03-31 | $15M | 280k | 53.96 |
| 2017-12-31 | $14M | 273k | 52.47 |
| 2016-06-30 | $255k | 9.8k | 25.94 |
| 2016-03-31 | $10M | 402k | 25.01 |
| 2015-12-31 | $13M | 404k | 31.81 |
| 2015-09-30 | $13M | 404k | 31.50 |
More positions owned by Affinity Investment Advisors
View all positions for Affinity Investment Advisors