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

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Quarterly reported holdings in Morgan Stanley by Coastal Investment Advisors

Quarter filed Position value Share count Share price at filing
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