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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

Tip: Access up to 7 years of quarterly data

All positions including Morgan Stanley held by Aptus Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Aptus Capital Advisors

Quarter filed Position value Share count Share price at filing
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

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Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
Vanguard Group
Jpmorgan Chase & Co
Wellington Management Company
Bank of America Corporation
Fisher Investments
Massachusetts Financial Services
UBS Group
Royal Bank of Canada
Bank of New York Mellon
T. Rowe Price Associates
Goldman Sachs Group
Citadel Advisors
Legal & General Group
Norges Bank Investment Management

View all funds holding Morgan Stanley