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Morgan Stanley shares owned by Allen Investment Management

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Allen Investment Management from 13F filings

Historical chart of Allen Investment Management investment in Morgan Stanley

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All positions including Morgan Stanley held by Allen Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Allen Investment Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $421k 4.0k 104.24
2024-06-30 $392k 4.0k 97.19
2024-03-31 $380k 4.0k 94.16
2023-09-30 $1.3M 16k 81.67
2023-06-30 $1.4M 16k 85.40
2023-03-31 $1.4M 16k 87.80
2022-12-31 $1.4M 16k 85.02
2022-09-30 $1.3M 16k 79.01
2022-06-30 $1.3M 17k 76.06
2022-03-31 $1.3M 15k 87.38
2021-12-31 $1.5M 15k 98.18
2021-09-30 $416k 4.3k 97.20
2020-06-30 $345k 7.2k 48.25
2020-03-31 $243k 7.2k 33.99
2019-12-31 $352k 6.9k 51.11
2019-09-30 $294k 6.9k 42.69
2019-06-30 $323k 7.4k 43.87
2019-03-31 $311k 7.4k 42.14
2018-12-31 $293k 7.4k 39.70
2018-09-30 $344k 7.4k 46.61
2018-06-30 $350k 7.4k 47.43
2018-03-31 $398k 7.4k 53.93