Morgan Stanley shares owned by Aptus Capital Advisors
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Aptus Capital Advisors
from 13F filings
Historical chart of Aptus Capital Advisors investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Aptus Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $40M | 248k | 158.96 |
| 2025-06-30 | $33M | 235k | 140.86 |
| 2025-03-31 | $26M | 221k | 116.67 |
| 2024-12-31 | $24M | 190k | 125.72 |
| 2024-09-30 | $16M | 150k | 104.24 |
| 2024-06-30 | $12M | 124k | 97.19 |
| 2024-03-31 | $8.9M | 95k | 94.16 |
| 2023-09-30 | $7.2M | 88k | 81.67 |
| 2023-06-30 | $7.8M | 91k | 85.40 |
| 2023-03-31 | $8.5M | 97k | 87.80 |
| 2022-12-31 | $5.6M | 66k | 85.02 |
| 2022-09-30 | $4.8M | 61k | 79.01 |