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

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Quarterly reported holdings in Morgan Stanley by ClearBridge Advisors

Quarter filed Position value Share count Share price at filing
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