Morgan Stanley shares owned by Coastal Investment Advisors
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Coastal Investment Advisors
from 13F filings
Historical chart of Coastal Investment Advisors investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Coastal Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $34k | 244 | 140.90 |
| 2025-03-31 | $44k | 377 | 116.68 |
| 2024-12-31 | $51k | 406 | 125.94 |
| 2024-09-30 | $95k | 850 | 112.24 |
| 2024-06-30 | $139k | 1.4k | 97.21 |
| 2024-03-31 | $208k | 2.2k | 94.17 |
| 2023-09-30 | $249k | 2.9k | 85.40 |
| 2023-06-30 | $249k | 2.9k | 85.40 |
| 2023-03-31 | $257k | 2.9k | 87.79 |
| 2022-12-31 | $250k | 2.9k | 85.02 |
| 2022-09-30 | $242k | 3.1k | 78.88 |
| 2022-06-30 | $278k | 3.6k | 76.69 |
| 2022-03-31 | $339k | 3.9k | 87.48 |
| 2021-12-31 | $351k | 3.6k | 98.13 |
| 2021-09-30 | $350k | 3.6k | 97.33 |
| 2021-06-30 | $248k | 2.7k | 91.85 |
| 2019-12-31 | $157k | 3.1k | 50.00 |
| 2019-09-30 | $66k | 1.5k | 42.86 |
| 2019-06-30 | $83k | 1.9k | 44.29 |
| 2019-03-31 | $57k | 1.3k | 42.86 |
More positions owned by Coastal Investment Advisors
View all positions for Coastal Investment Advisors