Morgan Stanley shares owned by Caldwell Sutter Capital
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Caldwell Sutter Capital
from 13F filings
Historical chart of Caldwell Sutter Capital investment in Morgan Stanley
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All positions including Morgan Stanley held by Caldwell Sutter Capital consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Morgan Stanley by Caldwell Sutter Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $152k | 955 | 158.96 |
| 2025-06-30 | $135k | 955 | 140.86 |
| 2025-03-31 | $114k | 975 | 116.67 |
| 2024-12-31 | $131k | 1.0k | 125.72 |
| 2024-09-30 | $104k | 999 | 104.24 |
| 2024-06-30 | $100k | 1.0k | 97.19 |
| 2024-03-31 | $98k | 1.0k | 94.16 |
| 2023-12-31 | $97k | 1.0k | 93.25 |
| 2023-09-30 | $76k | 929 | 81.67 |
| 2023-06-30 | $83k | 969 | 85.40 |
| 2023-03-31 | $19k | 220 | 87.80 |