Morgan Stanley shares owned by Beacon Financial
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Beacon Financial
from 13F filings
Historical chart of Beacon Financial investment in Morgan Stanley
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All positions including Morgan Stanley held by Beacon Financial consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Morgan Stanley by Beacon Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $797k | 8.6k | 93.25 |
| 2023-09-30 | $859k | 10k | 85.19 |
| 2023-06-30 | $892k | 11k | 85.25 |
| 2023-03-31 | $952k | 11k | 83.99 |