Morgan Stanley shares owned by Close Asset Management
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Close Asset Management
from 13F filings
Historical chart of Close Asset Management investment in Morgan Stanley
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All positions including Morgan Stanley held by Close Asset Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Morgan Stanley by Close Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $103k | 650 | 158.46 |
| 2025-06-30 | $92k | 650 | 141.54 |
| 2025-03-31 | $23k | 200 | 115.00 |
| 2024-12-31 | $25k | 200 | 125.00 |
| 2024-09-30 | $21k | 200 | 105.00 |
| 2021-06-30 | $31k | 340 | 91.18 |
| 2021-03-31 | $26k | 340 | 76.47 |
| 2016-12-31 | $59k | 1.4k | 42.14 |