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

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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