Morgan Stanley shares owned by CLS Investments
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by CLS Investments
from 13F filings
Historical chart of CLS Investments investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by CLS Investments consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Morgan Stanley by CLS Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $14M | 90k | 158.96 |
| 2025-06-30 | $12M | 86k | 140.86 |
| 2025-03-31 | $10M | 86k | 116.67 |
| 2024-12-31 | $11M | 89k | 125.72 |
| 2024-09-30 | $9.3M | 89k | 104.24 |
| 2024-06-30 | $9.0M | 92k | 97.19 |
| 2024-03-31 | $8.8M | 93k | 94.16 |
| 2023-12-31 | $8.7M | 94k | 93.51 |
| 2023-09-30 | $8.1M | 99k | 81.67 |
| 2023-06-30 | $9.5M | 112k | 85.40 |
| 2023-03-31 | $10M | 119k | 87.80 |
| 2022-12-31 | $8.7M | 103k | 85.02 |
| 2022-09-30 | $7.9M | 100k | 79.01 |
| 2022-06-30 | $7.6M | 100k | 76.06 |
| 2022-03-31 | $11M | 120k | 87.40 |
| 2021-12-31 | $12M | 122k | 98.16 |
| 2021-09-30 | $12M | 132k | 91.69 |
| 2021-06-30 | $12M | 132k | 91.69 |
| 2021-03-31 | $6.0M | 77k | 77.66 |
| 2020-12-31 | $481k | 7.0k | 68.48 |
| 2020-09-30 | $2.1M | 44k | 48.36 |
| 2019-12-31 | $30k | 586 | 51.19 |
| 2019-09-30 | $25k | 586 | 42.66 |
| 2019-06-30 | $26k | 586 | 44.37 |
| 2019-03-31 | $4.0k | 102 | 39.22 |
| 2018-12-31 | $4.0k | 102 | 39.22 |
| 2018-09-30 | $5.0k | 102 | 49.02 |
| 2016-09-30 | $0 | 15 | 0.00 |
| 2015-12-31 | $999 | 33 | 30.30 |
| 2015-09-30 | $0 | 13 | 0.00 |
| 2015-03-31 | $28k | 778 | 35.99 |