Morgan Stanley shares owned by Bp Wealth Management
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Bp Wealth Management
from 13F filings
Historical chart of Bp Wealth Management investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Bp Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Morgan Stanley by Bp Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $708k | 4.5k | 158.95 |
| 2025-06-30 | $691k | 4.9k | 140.86 |
| 2024-12-31 | $2.1M | 16k | 125.73 |
| 2024-06-30 | $1.5M | 16k | 97.20 |
| 2024-03-31 | $1.8M | 19k | 94.16 |
| 2023-12-31 | $1.8M | 19k | 93.25 |
| 2023-09-30 | $1.5M | 19k | 81.67 |
| 2023-06-30 | $1.6M | 18k | 85.40 |
| 2023-03-31 | $1.9M | 22k | 87.80 |
| 2022-12-31 | $1.9M | 22k | 85.02 |
| 2022-09-30 | $1.8M | 23k | 79.00 |
| 2022-06-30 | $1.5M | 20k | 76.08 |
| 2022-03-31 | $1.4M | 16k | 87.36 |
| 2021-12-31 | $1.5M | 16k | 98.14 |
| 2021-09-30 | $6.1M | 63k | 97.31 |
| 2021-06-30 | $5.8M | 63k | 91.68 |
| 2021-03-31 | $4.8M | 62k | 77.66 |
| 2020-12-31 | $2.2M | 33k | 68.52 |
| 2020-09-30 | $1.3M | 27k | 48.34 |
| 2020-06-30 | $1.1M | 22k | 48.32 |
| 2020-03-31 | $680k | 20k | 34.00 |
| 2019-12-31 | $598k | 12k | 51.15 |
| 2019-09-30 | $366k | 8.6k | 42.65 |
| 2019-06-30 | $346k | 7.9k | 43.80 |
| 2019-03-31 | $374k | 8.9k | 42.18 |
| 2018-12-31 | $364k | 9.2k | 39.68 |
| 2018-09-30 | $472k | 10k | 46.61 |
| 2018-06-30 | $507k | 11k | 47.43 |
| 2018-03-31 | $694k | 13k | 53.94 |
| 2017-12-31 | $756k | 14k | 52.49 |
| 2017-09-30 | $849k | 18k | 48.17 |
| 2017-06-30 | $849k | 19k | 44.58 |
| 2017-03-31 | $841k | 20k | 42.84 |
| 2016-12-31 | $797k | 19k | 42.27 |
| 2016-09-30 | $491k | 19k | 26.00 |
| 2016-06-30 | $491k | 19k | 26.00 |
| 2016-03-31 | $705k | 28k | 25.02 |
| 2015-12-31 | $1.1M | 33k | 31.82 |
| 2015-09-30 | $5.4M | 172k | 31.50 |
| 2015-06-30 | $6.8M | 175k | 38.79 |
| 2015-03-31 | $6.1M | 171k | 35.69 |
| 2014-12-31 | $5.8M | 151k | 38.80 |