Morgan Stanley shares owned by Beacon Financial Advisory
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Beacon Financial Advisory
from 13F filings
Historical chart of Beacon Financial Advisory investment in Morgan Stanley
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All positions including Morgan Stanley held by Beacon Financial Advisory consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Morgan Stanley by Beacon Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $341k | 2.1k | 158.96 |
| 2025-06-30 | $289k | 2.1k | 140.86 |
| 2025-03-31 | $227k | 1.9k | 116.67 |
| 2024-12-31 | $214k | 1.7k | 125.72 |
| 2024-06-30 | $202k | 2.1k | 97.19 |