Morgan Stanley shares owned by Breakwater Capital Group
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Breakwater Capital Group
from 13F filings
Historical chart of Breakwater Capital Group investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Breakwater Capital Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Morgan Stanley by Breakwater Capital Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 7.9k | 158.96 |
| 2025-06-30 | $1.1M | 8.0k | 140.86 |
| 2025-03-31 | $933k | 8.0k | 116.67 |
| 2024-12-31 | $952k | 7.6k | 125.72 |
| 2024-09-30 | $795k | 7.6k | 104.24 |
| 2024-06-30 | $744k | 7.7k | 97.19 |
| 2024-03-31 | $720k | 7.6k | 94.16 |
| 2023-12-31 | $670k | 7.8k | 85.73 |
| 2023-09-30 | $564k | 8.0k | 70.95 |
| 2023-06-30 | $570k | 6.7k | 85.40 |
| 2023-03-31 | $508k | 5.8k | 87.80 |
| 2022-12-31 | $343k | 4.0k | 85.02 |