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Morgan Stanley shares owned by Bbjs Financial Advisors

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Bbjs Financial Advisors from 13F filings

Historical chart of Bbjs Financial Advisors investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Morgan Stanley by Bbjs Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $31k 300 104.24
2024-06-30 $29k 300 97.19

More positions owned by Bbjs Financial Advisors

Atlassian Corporation Cl A (TEAM)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Core Msci Emkt (IEMG)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)
Spdr Ser Tr S&p Metals Mng (XME)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Usa Value (VLUE)
NVIDIA Corporation (NVDA)

View all positions for Bbjs Financial Advisors

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
State Street Corporation
Vanguard Group
BlackRock
Jpmorgan Chase & Co
Geode Capital Management
Bank of America Corporation
Fisher Investments
Massachusetts Financial Services
Goldman Sachs Group
Bank of New York Mellon
T. Rowe Price Associates
Charles Schwab Investment Management
Invesco
Susquehanna International

View all funds holding Morgan Stanley