Morgan Stanley shares owned by Beacon Investment Advisory Services
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Beacon Investment Advisory Services
from 13F filings
Historical chart of Beacon Investment Advisory Services investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Beacon Investment Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $48M | 300k | 158.96 |
| 2025-06-30 | $45M | 317k | 140.86 |
| 2025-03-31 | $35M | 302k | 116.67 |
| 2024-12-31 | $30M | 239k | 125.72 |
| 2024-06-30 | $23M | 233k | 97.19 |
| 2024-03-31 | $22M | 230k | 94.16 |
| 2023-12-31 | $21M | 226k | 93.25 |
| 2023-09-30 | $19M | 234k | 81.67 |
| 2023-06-30 | $20M | 236k | 85.40 |
| 2023-03-31 | $21M | 233k | 87.80 |
| 2022-12-31 | $19M | 228k | 85.02 |
| 2022-09-30 | $18M | 228k | 79.01 |
| 2022-06-30 | $17M | 226k | 76.06 |
| 2022-03-31 | $20M | 226k | 87.40 |
| 2021-12-31 | $22M | 219k | 98.16 |
| 2021-09-30 | $18M | 183k | 97.31 |
| 2021-06-30 | $18M | 193k | 91.69 |
| 2021-03-31 | $13M | 172k | 77.66 |
| 2020-12-31 | $6.9M | 101k | 68.53 |
| 2020-09-30 | $3.9M | 80k | 48.35 |
| 2020-06-30 | $3.8M | 80k | 48.30 |
| 2020-03-31 | $2.5M | 74k | 34.01 |
| 2019-12-31 | $3.7M | 73k | 51.11 |
| 2019-09-30 | $3.1M | 72k | 42.67 |
| 2019-06-30 | $3.1M | 70k | 43.81 |
| 2019-03-31 | $2.5M | 59k | 42.20 |
More positions owned by Beacon Investment Advisory Services
View all positions for Beacon Investment Advisory Services