Morgan Stanley shares owned by BKD Wealth Advisors
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by BKD Wealth Advisors
from 13F filings
Historical chart of BKD Wealth Advisors investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by BKD Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $483k | 5.0k | 97.20 |
| 2024-03-31 | $482k | 5.1k | 94.17 |
| 2023-12-31 | $343k | 3.7k | 93.26 |
| 2023-09-30 | $586k | 7.2k | 81.67 |
| 2023-06-30 | $668k | 7.8k | 85.40 |
| 2023-03-31 | $515k | 5.9k | 87.80 |
| 2022-12-31 | $458k | 5.4k | 85.02 |
| 2022-09-30 | $429k | 5.4k | 78.99 |
| 2022-06-30 | $413k | 5.4k | 76.04 |
| 2020-12-31 | $1.0M | 15k | 68.53 |
| 2020-09-30 | $594k | 12k | 48.35 |
| 2020-06-30 | $573k | 12k | 48.30 |
| 2020-03-31 | $465k | 14k | 33.98 |
| 2019-12-31 | $706k | 14k | 51.14 |
| 2019-09-30 | $566k | 13k | 42.64 |
| 2019-06-30 | $585k | 13k | 43.82 |
| 2019-03-31 | $572k | 14k | 42.21 |
| 2018-12-31 | $538k | 14k | 39.61 |
| 2018-09-30 | $565k | 12k | 46.56 |
| 2018-06-30 | $579k | 12k | 47.42 |
| 2018-03-31 | $656k | 12k | 53.29 |
| 2017-12-31 | $757k | 14k | 52.49 |
| 2017-09-30 | $623k | 13k | 48.20 |
| 2017-06-30 | $579k | 13k | 44.60 |
| 2017-03-31 | $445k | 10k | 42.81 |
| 2016-12-31 | $400k | 9.5k | 42.26 |
| 2013-12-31 | $207k | 6.6k | 31.34 |