Morgan Stanley shares owned by Aurum Wealth Management Group
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Aurum Wealth Management Group
from 13F filings
Historical chart of Aurum Wealth Management Group investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Aurum Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $643k | 5.5k | 116.67 |
| 2024-12-31 | $704k | 5.6k | 125.72 |
| 2024-09-30 | $548k | 5.3k | 104.24 |
| 2024-06-30 | $462k | 4.8k | 97.19 |
| 2024-03-31 | $435k | 4.6k | 94.16 |
| 2023-12-31 | $417k | 4.5k | 93.25 |
| 2023-09-30 | $387k | 4.7k | 81.67 |
| 2023-06-30 | $409k | 4.8k | 85.40 |
| 2023-03-31 | $464k | 5.3k | 87.80 |
| 2022-12-31 | $373k | 4.4k | 85.02 |
| 2022-09-30 | $363k | 4.6k | 78.96 |
| 2022-06-30 | $319k | 4.2k | 76.12 |
| 2022-03-31 | $397k | 4.5k | 87.31 |
| 2021-12-31 | $401k | 4.1k | 98.09 |
| 2021-09-30 | $459k | 4.7k | 97.37 |
| 2021-06-30 | $422k | 4.6k | 91.64 |
| 2021-03-31 | $368k | 4.7k | 77.67 |
More positions owned by Aurum Wealth Management Group
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