Morgan Stanley shares owned by Berkeley Capital Partners
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Berkeley Capital Partners
from 13F filings
Historical chart of Berkeley Capital Partners investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Berkeley Capital Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Morgan Stanley by Berkeley Capital Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $412k | 2.6k | 158.96 |
| 2025-06-30 | $361k | 2.6k | 140.86 |
| 2025-03-31 | $288k | 2.5k | 116.67 |
| 2024-12-31 | $359k | 2.9k | 125.72 |
| 2024-09-30 | $1.6M | 15k | 104.24 |
| 2024-06-30 | $1.3M | 14k | 97.19 |
| 2024-03-31 | $1.3M | 14k | 94.16 |
| 2023-12-31 | $1.1M | 12k | 93.25 |
| 2023-09-30 | $1.1M | 14k | 81.67 |
| 2023-06-30 | $1.2M | 14k | 85.40 |
| 2023-03-31 | $998k | 11k | 87.80 |
| 2022-12-31 | $999k | 12k | 85.02 |
| 2022-09-30 | $894k | 11k | 79.03 |
| 2022-06-30 | $768k | 10k | 76.03 |
| 2022-03-31 | $687k | 7.9k | 87.37 |
| 2021-12-31 | $299k | 3.0k | 98.23 |
| 2021-09-30 | $258k | 2.6k | 97.47 |
| 2021-06-30 | $280k | 3.1k | 91.62 |
| 2021-03-31 | $243k | 3.1k | 77.81 |