Morgan Stanley shares owned by Ballentine Partners
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Ballentine Partners
from 13F filings
Historical chart of Ballentine Partners investment in Morgan Stanley
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All positions including Morgan Stanley held by Ballentine Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Morgan Stanley by Ballentine Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.4M | 59k | 158.96 |
| 2025-06-30 | $8.2M | 58k | 140.86 |
| 2025-03-31 | $6.3M | 54k | 116.67 |
| 2024-12-31 | $6.6M | 53k | 125.72 |
| 2024-09-30 | $5.3M | 51k | 104.24 |
| 2024-06-30 | $4.8M | 49k | 97.19 |
| 2024-03-31 | $4.6M | 49k | 94.16 |
| 2023-12-31 | $4.4M | 48k | 93.25 |
| 2023-09-30 | $5.8M | 71k | 81.67 |
| 2023-06-30 | $6.0M | 71k | 85.40 |
| 2023-03-31 | $6.4M | 73k | 87.80 |
| 2022-12-31 | $2.1M | 24k | 85.02 |
| 2022-09-30 | $1.2M | 15k | 78.97 |
| 2022-06-30 | $1.0M | 13k | 76.06 |
| 2022-03-31 | $1.1M | 13k | 87.38 |
| 2021-12-31 | $1.3M | 13k | 98.18 |
| 2021-09-30 | $1.1M | 12k | 97.32 |
| 2021-06-30 | $1.1M | 12k | 91.65 |
| 2021-03-31 | $817k | 11k | 77.54 |
| 2020-12-31 | $761k | 11k | 68.52 |
| 2020-09-30 | $577k | 12k | 48.38 |
| 2020-06-30 | $550k | 11k | 48.38 |
| 2020-03-31 | $418k | 12k | 33.99 |
| 2019-12-31 | $544k | 11k | 51.14 |
| 2019-09-30 | $455k | 11k | 42.77 |
| 2019-06-30 | $557k | 13k | 43.80 |
| 2019-03-31 | $264k | 6.2k | 42.28 |
| 2018-12-31 | $360k | 9.1k | 39.61 |
| 2018-09-30 | $260k | 6.0k | 43.48 |
| 2018-06-30 | $296k | 6.2k | 47.46 |
| 2018-03-31 | $346k | 6.4k | 54.17 |
| 2017-12-31 | $331k | 6.3k | 52.57 |
| 2017-09-30 | $315k | 6.5k | 48.22 |
| 2017-06-30 | $335k | 6.8k | 48.95 |
| 2017-03-31 | $328k | 7.6k | 43.02 |
| 2016-12-31 | $245k | 7.4k | 33.33 |
| 2016-09-30 | $190k | 6.7k | 28.30 |
| 2015-12-31 | $213k | 6.7k | 31.84 |
| 2015-06-30 | $237k | 6.1k | 38.78 |
| 2015-03-31 | $217k | 6.1k | 35.74 |
| 2014-12-31 | $243k | 6.3k | 38.86 |
| 2014-09-30 | $216k | 6.3k | 34.54 |
| 2014-06-30 | $203k | 6.3k | 32.39 |