Morgan Stanley shares owned by Capstone Financial Advisors
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Capstone Financial Advisors
from 13F filings
Historical chart of Capstone Financial Advisors investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Capstone Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $260k | 3.2k | 81.68 |
| 2023-06-30 | $297k | 3.5k | 85.41 |
| 2023-03-31 | $296k | 3.4k | 87.80 |
| 2022-12-31 | $294k | 3.5k | 85.01 |
| 2022-09-30 | $271k | 3.4k | 79.08 |
| 2022-06-30 | $265k | 3.5k | 76.13 |
| 2022-03-31 | $301k | 3.5k | 87.25 |
| 2021-12-31 | $286k | 2.9k | 98.01 |
| 2021-09-30 | $265k | 2.7k | 97.25 |
| 2021-06-30 | $250k | 2.7k | 91.78 |
| 2021-03-31 | $209k | 2.7k | 77.78 |
More positions owned by Capstone Financial Advisors
View all positions for Capstone Financial Advisors