Morgan Stanley shares owned by Bay Harbor Wealth Management
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Bay Harbor Wealth Management
from 13F filings
Historical chart of Bay Harbor Wealth Management investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Bay Harbor Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Morgan Stanley by Bay Harbor Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $16k | 88 | 177.52 |
| 2025-09-30 | $8.7k | 55 | 158.95 |
| 2025-06-30 | $6.2k | 44 | 140.84 |
| 2025-03-31 | $1.6k | 14 | 116.64 |
| 2022-12-31 | $75k | 887 | 84.55 |
| 2022-09-30 | $70k | 890 | 78.65 |
| 2022-06-30 | $79k | 1.0k | 76.33 |
| 2022-03-31 | $90k | 1.0k | 87.04 |
| 2021-12-31 | $109k | 1.0k | 105.42 |
| 2021-09-30 | $99k | 1.0k | 97.54 |
| 2021-06-30 | $95k | 1.0k | 91.26 |
| 2021-03-31 | $80k | 1.0k | 77.29 |
| 2020-12-31 | $87k | 1.3k | 68.45 |
| 2020-09-30 | $62k | 1.3k | 48.14 |
| 2020-06-30 | $60k | 1.2k | 48.15 |
| 2020-03-31 | $35k | 1.0k | 34.08 |
| 2019-12-31 | $45k | 887 | 50.73 |
| 2019-09-30 | $38k | 935 | 40.64 |
| 2019-06-30 | $44k | 1.0k | 44.00 |
| 2019-03-31 | $43k | 1.0k | 42.57 |
| 2018-12-31 | $40k | 1.0k | 39.60 |
More positions owned by Bay Harbor Wealth Management
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