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Morgan Stanley shares owned by Catalytic Wealth RIA

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

Historical chart of Catalytic Wealth RIA investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Morgan Stanley by Catalytic Wealth RIA

Quarter filed Position value Share count Share price at filing
2024-09-30 $579k 5.6k 104.24

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Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
State Street Corporation
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Jpmorgan Chase & Co
Capital Research and Management Company - Division 3
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T. Rowe Price Associates
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