Beaumont Financial Advisors »

Morgan Stanley shares owned by Beaumont Financial Advisors

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Beaumont Financial Advisors from 13F filings

Historical chart of Beaumont Financial Advisors investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

All positions including Morgan Stanley held by Beaumont Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Morgan Stanley by Beaumont Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $228k 2.2k 104.22
2024-06-30 $212k 2.2k 97.17
2024-03-31 $214k 2.3k 94.14
2023-12-31 $235k 2.5k 93.24

More positions owned by Beaumont Financial Advisors

Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Ishares Core S&p 500 Etf Etf (IVV)
Jpmorgan Active Growth Etf Etf (JGRO)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Amazon Stock (AMZN)
Vaneck Morningstar Wide Moat Etf Etf (MOAT)
Jpmorgan U.s. Quality Factor Etf Etf (JQUA)
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Lowes Cos Stock (LOW)
Vanguard Growth Etf Etf (VUG)
Mcdonalds Corp Stock (MCD)

View all positions for Beaumont Financial Advisors

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
State Street Corporation
Vanguard Group
BlackRock
Jpmorgan Chase & Co
Geode Capital Management
Bank of America Corporation
Fisher Investments
Massachusetts Financial Services
Goldman Sachs Group
Bank of New York Mellon
T. Rowe Price Associates
Charles Schwab Investment Management
Invesco
Susquehanna International

View all funds holding Morgan Stanley