Morgan Stanley shares owned by Alera Investment Advisors
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Alera Investment Advisors
from 13F filings
Historical chart of Alera Investment Advisors investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Alera Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $648k | 6.7k | 97.19 |
| 2024-03-31 | $1.0M | 11k | 94.17 |
| 2023-12-31 | $1.0M | 11k | 93.25 |
| 2023-09-30 | $916k | 11k | 81.67 |
| 2023-06-30 | $862k | 10k | 85.40 |
| 2023-03-31 | $849k | 9.7k | 87.79 |
| 2022-12-31 | $703k | 8.3k | 84.91 |
| 2022-09-30 | $337k | 4.2k | 81.08 |
| 2019-03-31 | $13k | 313 | 41.53 |
| 2018-12-31 | $7.0k | 178 | 39.33 |