Morgan Stanley shares owned by Capital Advisors
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Capital Advisors
from 13F filings
Historical chart of Capital Advisors investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $342k | 2.2k | 158.85 |
| 2025-06-30 | $303k | 2.2k | 140.73 |
| 2025-03-31 | $247k | 2.1k | 116.73 |
| 2024-12-31 | $264k | 2.1k | 125.77 |
| 2024-09-30 | $218k | 2.1k | 104.26 |
| 2024-06-30 | $202k | 2.1k | 97.12 |
| 2024-03-31 | $194k | 2.1k | 94.08 |
| 2023-12-31 | $176k | 1.9k | 93.17 |
| 2023-09-30 | $155k | 1.9k | 81.62 |
| 2023-06-30 | $161k | 1.9k | 85.41 |
| 2023-03-31 | $118k | 1.3k | 87.60 |
| 2022-12-31 | $117k | 2.5k | 45.94 |
| 2022-09-30 | $127k | 1.6k | 79.23 |
| 2022-06-30 | $102k | 1.3k | 75.78 |
| 2022-03-31 | $112k | 1.3k | 87.23 |
| 2021-12-31 | $128k | 1.3k | 98.46 |
| 2021-09-30 | $105k | 1.1k | 97.13 |
| 2021-06-30 | $99k | 1.1k | 91.58 |
| 2021-03-31 | $84k | 1.1k | 77.71 |
| 2020-12-31 | $74k | 1.1k | 68.46 |
| 2020-09-30 | $52k | 1.1k | 48.10 |
| 2020-06-30 | $52k | 1.1k | 48.10 |
| 2020-03-31 | $37k | 1.1k | 34.23 |
| 2019-12-31 | $55k | 1.1k | 50.88 |
| 2019-09-30 | $46k | 1.1k | 42.55 |
| 2019-06-30 | $47k | 1.1k | 43.48 |
| 2019-03-31 | $46k | 1.1k | 42.55 |
| 2018-12-31 | $43k | 1.1k | 39.78 |
| 2018-09-30 | $50k | 1.1k | 46.25 |
| 2018-06-30 | $51k | 1.1k | 47.18 |
| 2018-03-31 | $58k | 1.1k | 53.65 |
| 2017-12-31 | $57k | 1.1k | 52.73 |
| 2017-09-30 | $52k | 1.1k | 48.10 |
| 2017-06-30 | $48k | 1.1k | 44.40 |
| 2017-03-31 | $46k | 1.1k | 42.55 |
| 2016-12-31 | $46k | 1.1k | 42.55 |
| 2016-09-30 | $44k | 1.4k | 31.86 |
| 2016-06-30 | $28k | 1.1k | 25.90 |
| 2016-03-31 | $27k | 1.1k | 24.98 |
| 2015-12-31 | $34k | 1.1k | 31.45 |
| 2015-09-30 | $34k | 1.1k | 31.45 |
| 2015-06-30 | $42k | 1.1k | 38.85 |
| 2015-03-31 | $39k | 1.1k | 36.08 |
| 2014-12-31 | $42k | 1.1k | 38.85 |
| 2014-09-30 | $37k | 1.1k | 34.26 |
| 2014-06-30 | $35k | 1.1k | 32.38 |
| 2014-03-31 | $34k | 1.1k | 31.45 |
| 2013-12-31 | $34k | 1.1k | 31.45 |