Morgan Stanley shares owned by Capital Investment Advisors
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Capital Investment Advisors
from 13F filings
Historical chart of Capital Investment Advisors investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Capital Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.3M | 21k | 158.96 |
| 2025-06-30 | $3.3M | 23k | 140.86 |
| 2025-03-31 | $2.7M | 23k | 116.67 |
| 2024-12-31 | $2.7M | 22k | 125.72 |
| 2024-09-30 | $2.2M | 21k | 104.24 |
| 2024-06-30 | $2.2M | 22k | 97.19 |
| 2024-03-31 | $1.8M | 19k | 94.16 |
| 2023-12-31 | $1.7M | 18k | 93.25 |
| 2023-09-30 | $1.6M | 20k | 81.67 |
| 2023-06-30 | $1.8M | 21k | 85.40 |
| 2023-03-31 | $1.9M | 21k | 87.80 |
| 2022-12-31 | $1.8M | 22k | 85.03 |
| 2022-09-30 | $1.8M | 23k | 79.02 |
| 2022-06-30 | $1.6M | 21k | 76.08 |
| 2022-03-31 | $1.7M | 20k | 87.40 |
| 2021-12-31 | $1.9M | 19k | 98.16 |
| 2021-09-30 | $1.5M | 15k | 97.29 |
| 2021-06-30 | $1.2M | 13k | 91.69 |
| 2021-03-31 | $881k | 11k | 77.70 |
| 2020-12-31 | $714k | 10k | 68.49 |
| 2020-09-30 | $514k | 11k | 48.36 |
| 2020-06-30 | $497k | 10k | 48.26 |
| 2020-03-31 | $346k | 10k | 33.98 |
| 2019-12-31 | $459k | 9.0k | 51.17 |
| 2019-09-30 | $380k | 8.9k | 42.64 |
| 2019-06-30 | $302k | 6.9k | 43.79 |
| 2019-03-31 | $322k | 7.6k | 42.24 |
| 2018-12-31 | $319k | 8.1k | 39.61 |
| 2018-09-30 | $343k | 7.4k | 46.62 |
| 2018-06-30 | $353k | 7.5k | 47.38 |
| 2018-03-31 | $391k | 7.3k | 53.90 |
| 2017-12-31 | $558k | 11k | 52.49 |
| 2017-09-30 | $497k | 10k | 48.17 |
| 2017-06-30 | $484k | 11k | 44.56 |
| 2017-03-31 | $465k | 11k | 42.82 |
| 2016-12-31 | $428k | 10k | 42.23 |
| 2016-09-30 | $235k | 7.3k | 32.04 |
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