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Morgan Stanley shares owned by AlTi Global

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by AlTi Global from 13F filings

Historical chart of AlTi Global investment in Morgan Stanley

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All positions including Morgan Stanley held by AlTi Global consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by AlTi Global

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 12k 104.24
2024-06-30 $5.6M 57k 97.19
2024-03-31 $7.7M 82k 94.16
2023-12-31 $10M 110k 93.25

More positions owned by AlTi Global

Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Ttl Stk (ITOT)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Exxon Mobil Corporation (XOM)
First Tr Exchange-traded No Amer Energy (EMLP)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
First Tr Exchange-traded Energy Inm Partn (EIPX)
Apple (AAPL)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Spdr Gold Tr Gold Shs (GLD)
Ishares Gold Tr Ishares New (IAU)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for AlTi Global

Top funds holding Morgan Stanley

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Capital Research and Management Company - Division 3
Geode Capital Management
Bank of America Corporation
Fisher Investments
Massachusetts Financial Services
Goldman Sachs Group
Capital Research Global Investors
T. Rowe Price Associates
Northern Trust

View all funds holding Morgan Stanley