Morgan Stanley shares owned by Alliance Wealth Advisors
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Alliance Wealth Advisors
from 13F filings
Historical chart of Alliance Wealth Advisors investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Alliance Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Morgan Stanley by Alliance Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $657k | 4.1k | 158.96 |
| 2025-06-30 | $582k | 4.1k | 140.86 |
| 2025-03-31 | $482k | 4.1k | 116.67 |
| 2024-12-31 | $520k | 4.1k | 125.72 |
| 2024-09-30 | $431k | 4.1k | 104.24 |
| 2024-06-30 | $402k | 4.1k | 97.19 |
| 2024-03-31 | $389k | 4.1k | 94.16 |
| 2023-12-31 | $385k | 4.1k | 93.25 |
| 2023-09-30 | $338k | 4.1k | 81.67 |
| 2023-06-30 | $353k | 4.1k | 85.40 |
| 2023-03-31 | $363k | 4.1k | 87.80 |
| 2022-12-31 | $351k | 4.1k | 85.02 |
| 2022-09-30 | $337k | 4.3k | 79.05 |
| 2022-06-30 | $330k | 4.3k | 76.16 |
| 2022-03-31 | $379k | 4.3k | 87.43 |
| 2021-12-31 | $426k | 4.3k | 98.27 |
| 2021-09-30 | $422k | 4.3k | 97.35 |
| 2021-06-30 | $397k | 4.3k | 91.58 |
| 2021-03-31 | $337k | 4.3k | 77.74 |
| 2020-12-31 | $331k | 4.8k | 68.46 |