Morgan Stanley shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $51M | 323k | 158.96 |
| 2025-06-30 | $43M | 308k | 140.86 |
| 2025-03-31 | $34M | 292k | 116.67 |
| 2024-12-31 | $32M | 253k | 125.72 |
| 2024-09-30 | $27M | 261k | 104.24 |
| 2024-06-30 | $25M | 259k | 97.19 |
| 2024-03-31 | $23M | 239k | 94.16 |
| 2023-09-30 | $17M | 203k | 81.67 |
| 2023-06-30 | $9.1M | 106k | 85.40 |
| 2021-12-31 | $497k | 5.1k | 98.24 |
| 2020-03-31 | $1.5M | 43k | 34.00 |
| 2019-12-31 | $6.2M | 266k | 23.41 |
| 2019-09-30 | $1.6M | 38k | 42.68 |
| 2019-06-30 | $1.6M | 36k | 43.79 |
| 2019-03-31 | $1.5M | 36k | 42.21 |
| 2018-12-31 | $1.3M | 34k | 39.65 |
| 2018-09-30 | $1.5M | 32k | 46.58 |
| 2018-06-30 | $1.3M | 28k | 47.39 |
| 2018-03-31 | $1.4M | 26k | 53.96 |
| 2017-12-31 | $1.2M | 22k | 52.48 |
| 2017-09-30 | $952k | 20k | 48.15 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
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