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
Download as csv Download as ExcelQuarterly 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 |
More positions owned by Beacon Investment Advisory Services
View all positions for Beacon Investment Advisory Services