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Morgan Stanley shares owned by Clear Rock Advisors

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

Historical chart of Clear Rock Advisors investment in Morgan Stanley

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

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Quarterly reported holdings in Morgan Stanley by Clear Rock Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.5M 26k 97.19
2024-03-31 $2.4M 25k 94.16
2023-12-31 $2.1M 25k 85.89

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Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
Vanguard Group
State Street Corporation
BlackRock
Jpmorgan Chase & Co
Capital Research and Management Company - Division 3
Geode Capital Management
FMR
Fisher Investments
Capital Research Global Investors
Wellington Management Company
Goldman Sachs Group
UBS Group
Ameriprise Financial
Massachusetts Financial Services

View all funds holding Morgan Stanley