Morgan Stanley shares owned by Claro Advisors
Historical chart of Claro Advisors investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Claro Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Morgan Stanley by Claro Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $631k | 4.0k | 158.98 |
| 2025-06-30 | $539k | 3.8k | 140.86 |
| 2025-03-31 | $712k | 6.1k | 116.66 |
| 2024-12-31 | $836k | 6.6k | 125.72 |
| 2024-09-30 | $1.2M | 16k | 73.67 |
| 2024-06-30 | $756k | 7.8k | 97.20 |
| 2024-03-31 | $659k | 7.0k | 94.16 |
| 2023-12-31 | $626k | 6.7k | 93.25 |
| 2023-09-30 | $611k | 7.5k | 81.67 |
| 2023-06-30 | $613k | 7.2k | 85.40 |
| 2023-03-31 | $591k | 6.7k | 87.80 |
| 2022-12-31 | $497k | 5.8k | 85.07 |
| 2022-09-30 | $418k | 5.5k | 76.08 |
| 2022-06-30 | $418k | 5.5k | 76.08 |
| 2022-03-31 | $220k | 2.2k | 98.08 |
| 2021-12-31 | $220k | 2.2k | 98.08 |
| 2018-12-31 | $110k | 2.4k | 46.62 |