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Morgan Stanley shares owned by BKM Wealth Management

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by BKM Wealth Management from 13F filings

Historical chart of BKM Wealth Management investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

All positions including Morgan Stanley held by BKM Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by BKM Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $222k 2.1k 104.24
2024-03-31 $208k 2.2k 94.16
2023-12-31 $194k 2.1k 93.25

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Dbx Etf Tr Xtrackers Russel (DEUS)
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Ishares U S Etf Tr Commodity Curve (CCRV)
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View all positions for BKM Wealth Management

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
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Jpmorgan Chase & Co
Capital Research and Management Company - Division 3
Geode Capital Management
Bank of America Corporation
Fisher Investments
Massachusetts Financial Services
Goldman Sachs Group
Capital Research Global Investors
T. Rowe Price Associates
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View all funds holding Morgan Stanley