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Morgan Stanley shares owned by Carolina Wealth Advisors

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Carolina Wealth Advisors from 13F filings

Historical chart of Carolina Wealth Advisors investment in Morgan Stanley

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

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Quarterly reported holdings in Morgan Stanley by Carolina Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.0k 58 104.24

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Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
State Street Corporation
Vanguard Group
BlackRock
Jpmorgan Chase & Co
Geode Capital Management
Bank of America Corporation
Fisher Investments
Massachusetts Financial Services
Goldman Sachs Group
Bank of New York Mellon
T. Rowe Price Associates
Charles Schwab Investment Management
Invesco
Susquehanna International

View all funds holding Morgan Stanley