Morgan Stanley shares owned by Berger Financial Group
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Berger Financial Group
from 13F filings
Historical chart of Berger Financial Group investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Berger Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $608k | 5.8k | 104.24 |
| 2024-03-31 | $548k | 5.8k | 94.16 |
| 2023-12-31 | $572k | 6.1k | 93.25 |
| 2023-09-30 | $462k | 5.7k | 81.67 |
| 2023-06-30 | $493k | 5.8k | 85.40 |
| 2023-03-31 | $516k | 5.9k | 87.80 |
| 2022-12-31 | $514k | 6.0k | 85.01 |
| 2022-09-30 | $477k | 6.0k | 78.93 |
| 2022-06-30 | $457k | 6.0k | 76.03 |
| 2022-03-31 | $489k | 5.6k | 87.49 |
| 2021-12-31 | $442k | 4.5k | 98.07 |
| 2021-09-30 | $394k | 4.0k | 97.40 |
| 2021-06-30 | $328k | 3.6k | 91.31 |
| 2021-03-31 | $264k | 3.4k | 77.58 |
| 2020-12-31 | $228k | 3.3k | 68.43 |