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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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All positions including Morgan Stanley held by Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $51M 485k 104.24
2024-06-30 $46M 473k 97.19
2024-03-31 $44M 464k 94.16
2023-12-31 $54M 582k 93.25
2023-09-30 $34M 412k 81.67
2023-06-30 $423k 5.0k 85.41
2023-03-31 $287k 3.3k 87.80
2022-12-31 $279k 3.3k 85.02
2022-09-30 $243k 3.2k 75.23
2022-06-30 $246k 3.2k 76.18
2022-03-31 $234k 2.7k 87.38
2021-09-30 $239k 2.5k 97.31
2021-06-30 $202k 2.2k 91.78
2021-03-31 $271k 3.5k 77.72
2020-12-31 $239k 3.5k 68.56