Morgan Stanley shares owned by Calamos Wealth Management
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Calamos Wealth Management
from 13F filings
Historical chart of Calamos Wealth Management investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Calamos 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 Calamos Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $8.5M | 82k | 104.24 |
| 2024-06-30 | $7.9M | 81k | 97.19 |
| 2024-03-31 | $13M | 136k | 94.16 |
| 2023-12-31 | $13M | 137k | 93.25 |
| 2023-09-30 | $849k | 10k | 81.67 |
| 2023-06-30 | $863k | 10k | 85.40 |
| 2023-03-31 | $877k | 10k | 87.80 |
| 2022-12-31 | $853k | 10k | 85.02 |
| 2022-09-30 | $799k | 10k | 79.05 |
| 2022-06-30 | $826k | 11k | 76.04 |
| 2022-03-31 | $942k | 11k | 87.37 |
| 2021-12-31 | $1.3M | 14k | 98.16 |
| 2021-09-30 | $1.4M | 15k | 97.29 |
| 2021-06-30 | $1.4M | 15k | 91.70 |
| 2021-03-31 | $1.0M | 13k | 77.65 |
| 2020-12-31 | $891k | 13k | 68.51 |
| 2020-09-30 | $558k | 12k | 48.38 |
| 2020-06-30 | $583k | 12k | 48.27 |
| 2020-03-31 | $778k | 23k | 34.01 |
| 2019-12-31 | $1.5M | 29k | 51.11 |
| 2019-09-30 | $1.3M | 31k | 42.66 |
| 2019-06-30 | $1.4M | 32k | 43.82 |
| 2019-03-31 | $1.5M | 36k | 42.19 |
| 2018-12-31 | $1.3M | 33k | 39.66 |
| 2018-09-30 | $1.7M | 36k | 46.57 |
| 2018-06-30 | $1.7M | 36k | 47.41 |
| 2018-03-31 | $2.0M | 37k | 53.99 |
| 2017-12-31 | $2.0M | 38k | 52.46 |
| 2017-09-30 | $1.9M | 39k | 48.16 |
| 2017-06-30 | $1.4M | 32k | 44.56 |
| 2014-12-31 | $271k | 7.0k | 38.83 |
| 2013-06-30 | $588k | 24k | 24.42 |
More positions owned by Calamos Wealth Management
Home Depot (HD)
View all positions for Calamos Wealth Management