Morgan Stanley shares owned by Avalon Advisors
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Avalon Advisors
from 13F filings
Historical chart of Avalon Advisors investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Avalon Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-03-31 | $67M | 762k | 87.80 |
| 2022-12-31 | $67M | 785k | 85.02 |
| 2022-09-30 | $55M | 699k | 79.01 |
| 2022-06-30 | $53M | 699k | 76.06 |
| 2022-03-31 | $60M | 683k | 87.40 |
| 2021-12-31 | $60M | 616k | 98.16 |
| 2021-09-30 | $45M | 462k | 97.31 |
| 2021-06-30 | $43M | 465k | 91.69 |
| 2021-03-31 | $37M | 473k | 77.66 |
| 2020-12-31 | $18M | 264k | 68.53 |
| 2020-09-30 | $13M | 262k | 48.35 |
| 2020-06-30 | $13M | 272k | 48.30 |
| 2020-03-31 | $10M | 307k | 34.00 |
| 2018-09-30 | $24M | 510k | 46.57 |
| 2018-06-30 | $24M | 513k | 47.40 |
| 2018-03-31 | $28M | 524k | 53.96 |
| 2017-12-31 | $28M | 529k | 52.47 |
| 2017-09-30 | $26M | 537k | 48.17 |
| 2017-06-30 | $12M | 274k | 44.56 |
| 2017-03-31 | $12M | 278k | 42.84 |
| 2016-12-31 | $12M | 280k | 42.25 |
| 2016-09-30 | $9.0M | 282k | 32.06 |
| 2015-12-31 | $14M | 423k | 31.81 |
| 2015-09-30 | $15M | 473k | 31.50 |
| 2015-06-30 | $17M | 442k | 38.79 |
| 2015-03-31 | $16M | 446k | 35.69 |
| 2014-12-31 | $16M | 418k | 38.80 |