Morgan Stanley shares owned by Balentine
Historical chart of Balentine investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Balentine
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $309k | 1.9k | 158.96 |
| 2025-06-30 | $212k | 1.5k | 140.86 |
| 2023-09-30 | $570k | 7.0k | 81.67 |
| 2023-06-30 | $596k | 7.0k | 85.40 |
| 2023-03-31 | $1.2M | 13k | 87.80 |
| 2020-06-30 | $31k | 640 | 48.44 |
| 2020-03-31 | $21k | 619 | 33.93 |
| 2019-12-31 | $12k | 228 | 52.63 |
| 2019-09-30 | $9.0k | 204 | 44.12 |
| 2019-06-30 | $13k | 298 | 43.62 |
| 2019-03-31 | $6.0k | 141 | 42.55 |
| 2018-12-31 | $6.0k | 141 | 42.55 |
| 2018-06-30 | $22k | 470 | 46.81 |
| 2017-12-31 | $64k | 1.2k | 52.67 |
| 2017-09-30 | $58k | 1.2k | 47.89 |
| 2017-06-30 | $54k | 1.2k | 44.78 |
| 2017-03-31 | $31k | 733 | 42.29 |
| 2016-12-31 | $31k | 730 | 42.47 |
| 2016-09-30 | $23k | 725 | 31.72 |
| 2016-06-30 | $19k | 721 | 26.35 |
| 2016-03-31 | $18k | 717 | 25.10 |
| 2015-12-31 | $23k | 712 | 32.30 |
| 2015-09-30 | $11k | 709 | 15.51 |
| 2015-06-30 | $27k | 706 | 38.24 |
| 2015-03-31 | $25k | 703 | 35.56 |