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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

Tip: Access up to 7 years of quarterly data

All positions including Morgan Stanley held by Beacon Investment Advisory Services consolidated in one spreadsheet with up to 7 years of data

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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
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