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Morgan Stanley shares owned by Baker Avenue Asset Management

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Baker Avenue Asset Management from 13F filings

Historical chart of Baker Avenue Asset Management investment in Morgan Stanley

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All positions including Morgan Stanley held by Baker Avenue Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Baker Avenue Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $340k 3.3k 104.24
2024-03-31 $269k 2.9k 94.16
2023-12-31 $229k 2.5k 93.25
2023-09-30 $202k 2.5k 81.67
2023-06-30 $211k 2.5k 85.40
2023-03-31 $194k 2.2k 87.80
2022-12-31 $187k 2.2k 85.02
2022-06-30 $630k 8.3k 76.10
2022-03-31 $651k 7.5k 87.38
2015-06-30 $5.0M 130k 38.79
2015-03-31 $7.5M 210k 35.69
2014-12-31 $8.0M 207k 38.80
2014-09-30 $8.5M 247k 34.57
2014-06-30 $7.2M 222k 32.33
2014-03-31 $2.9M 93k 31.17
2013-12-31 $2.1M 66k 31.36
2013-09-30 $1.4M 53k 26.95
2013-06-30 $1.1M 46k 24.42
2013-03-31 $921k 42k 21.98
2012-09-30 $5.8M 349k 16.74
2012-03-31 $5.8M 294k 19.64