Morgan Stanley shares owned by Berman Capital Advisors
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Berman Capital Advisors
from 13F filings
Historical chart of Berman Capital Advisors investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Berman Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-09-30 | $221k | 2.3k | 95.24 |
| 2021-06-30 | $198k | 2.3k | 88.00 |
| 2021-03-31 | $162k | 2.3k | 72.00 |
| 2020-12-31 | $137k | 2.1k | 64.52 |
| 2020-09-30 | $69k | 1.6k | 43.90 |
| 2020-06-30 | $95k | 2.1k | 45.83 |
| 2020-03-31 | $0 | 1.8k | 0.00 |
| 2019-12-31 | $64k | 1.3k | 50.55 |
| 2019-09-30 | $53k | 1.3k | 41.96 |
| 2019-06-30 | $67k | 1.5k | 43.59 |
| 2019-03-31 | $37k | 878 | 42.14 |
| 2018-12-31 | $45k | 1.2k | 37.25 |