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Morgan Stanley shares owned by Cary Street Partner Investment Advisory

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Cary Street Partner Investment Advisory from 13F filings

Historical chart of Cary Street Partner Investment Advisory investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

All positions including Morgan Stanley held by Cary Street Partner Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Cary Street Partner Investment Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.8M 37k 104.24
2024-06-30 $3.9M 40k 97.21
2024-03-31 $3.5M 38k 94.16
2023-12-31 $1.5M 16k 93.25
2023-09-30 $2.2M 26k 81.67
2023-06-30 $1.4M 17k 85.40
2023-03-31 $300k 3.4k 87.79
2022-12-31 $322k 3.8k 85.01
2022-09-30 $331k 4.2k 79.04
2022-06-30 $310k 4.1k 76.09
2020-12-31 $766k 11k 68.52
2020-09-30 $59k 1.2k 48.12