Morgan Stanley shares owned by ClearBridge Advisors
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by ClearBridge Advisors
from 13F filings
Historical chart of ClearBridge Advisors investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by ClearBridge Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $61M | 581k | 104.24 |
| 2024-06-30 | $61M | 626k | 97.19 |
| 2024-03-31 | $61M | 650k | 94.16 |
| 2023-12-31 | $63M | 674k | 93.25 |
| 2023-09-30 | $70M | 860k | 81.67 |
| 2023-06-30 | $61M | 719k | 85.40 |
| 2023-03-31 | $62M | 706k | 87.80 |
| 2022-12-31 | $66M | 778k | 85.02 |
| 2022-09-30 | $60M | 758k | 79.01 |
| 2022-06-30 | $54M | 707k | 76.06 |
| 2022-03-31 | $66M | 759k | 87.40 |
| 2021-12-31 | $68M | 696k | 98.16 |
| 2021-09-30 | $69M | 704k | 97.31 |
| 2021-06-30 | $56M | 615k | 91.69 |
| 2021-03-31 | $43M | 547k | 77.66 |
| 2020-12-31 | $27M | 387k | 68.53 |
| 2020-06-30 | $15k | 320 | 46.88 |
| 2020-03-31 | $11k | 320 | 34.38 |
| 2019-12-31 | $17k | 320 | 53.12 |
| 2016-12-31 | $25k | 590 | 42.37 |
| 2016-09-30 | $19k | 590 | 32.20 |
| 2015-03-31 | $143k | 4.0k | 35.77 |
| 2014-12-31 | $94k | 2.4k | 38.89 |
| 2014-06-30 | $88k | 2.7k | 32.15 |
| 2014-03-31 | $73k | 2.3k | 31.32 |
| 2013-12-31 | $82k | 2.6k | 31.55 |
| 2013-09-30 | $6.0k | 225 | 26.67 |
| 2013-06-30 | $4.9M | 202k | 24.43 |
| 2013-03-31 | $4.4M | 200k | 21.98 |
| 2012-12-31 | $4.5M | 236k | 19.12 |
| 2012-06-30 | $112M | 7.7M | 14.59 |
| 2012-03-31 | $187M | 9.5M | 19.64 |
| 2011-12-31 | $161M | 11M | 15.13 |
| 2011-09-30 | $154M | 11M | 13.51 |
| 2011-08-11 | $197M | 8.5M | 23.01 |
| 2011-05-12 | $250M | 9.2M | 27.32 |