Morgan Stanley shares owned by Capital Asset Advisory Services
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Capital Asset Advisory Services
from 13F filings
Historical chart of Capital Asset Advisory Services investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Capital Asset Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Morgan Stanley by Capital Asset Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.1M | 26k | 158.96 |
| 2025-06-30 | $3.5M | 25k | 141.07 |
| 2025-03-31 | $2.7M | 23k | 119.27 |
| 2024-12-31 | $2.8M | 23k | 125.94 |
| 2024-09-30 | $2.4M | 23k | 107.49 |
| 2024-06-30 | $2.3M | 23k | 102.61 |
| 2024-03-31 | $2.0M | 21k | 92.47 |
| 2023-12-31 | $1.7M | 18k | 93.25 |
| 2023-09-30 | $1.1M | 14k | 78.90 |
| 2023-06-30 | $892k | 10k | 85.78 |
| 2023-03-31 | $830k | 9.5k | 87.80 |
| 2022-12-31 | $619k | 7.3k | 85.02 |
| 2022-09-30 | $307k | 3.9k | 78.96 |
| 2020-12-31 | $36k | 522 | 68.97 |
More positions owned by Capital Asset Advisory Services
View all positions for Capital Asset Advisory Services