Morgan Stanley shares owned by Burney Co/
Historical chart of Burney Co/ investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Burney Co/ consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Morgan Stanley by Burney Co/
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.0M | 25k | 158.96 |
| 2025-06-30 | $3.5M | 25k | 140.86 |
| 2025-03-31 | $5.4M | 46k | 116.67 |
| 2024-12-31 | $3.1M | 25k | 125.72 |
| 2024-09-30 | $2.8M | 27k | 104.24 |
| 2024-06-30 | $2.4M | 24k | 97.20 |
| 2024-03-31 | $2.0M | 22k | 94.17 |
| 2023-12-31 | $2.1M | 22k | 93.24 |
| 2023-09-30 | $2.3M | 28k | 81.67 |
| 2023-06-30 | $2.9M | 35k | 85.40 |
| 2023-03-31 | $10M | 117k | 87.80 |
| 2022-12-31 | $10M | 122k | 85.02 |
| 2022-09-30 | $11M | 134k | 79.01 |
| 2022-06-30 | $10M | 134k | 76.16 |
| 2022-03-31 | $12M | 136k | 87.45 |
| 2021-12-31 | $14M | 138k | 98.12 |
| 2021-09-30 | $13M | 137k | 97.33 |
| 2021-06-30 | $14M | 148k | 91.76 |
| 2021-03-31 | $11M | 143k | 77.58 |
| 2020-12-31 | $9.0M | 132k | 68.66 |
| 2020-09-30 | $820k | 17k | 48.37 |
| 2020-06-30 | $831k | 17k | 48.33 |
| 2020-03-31 | $658k | 19k | 33.98 |
| 2019-12-31 | $1.1M | 22k | 51.11 |
| 2019-09-30 | $901k | 21k | 42.69 |
| 2019-06-30 | $900k | 21k | 43.82 |
| 2019-03-31 | $852k | 20k | 42.21 |