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Morgan Stanley shares owned by Coldstream Capital Management

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Coldstream Capital Management from 13F filings

Historical chart of Coldstream Capital Management investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

All positions including Morgan Stanley held by Coldstream Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Coldstream Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.4M 61k 105.24
2024-06-30 $5.7M 58k 97.19
2024-03-31 $5.4M 57k 94.16
2023-12-31 $5.4M 58k 93.25
2023-09-30 $4.6M 57k 81.67
2023-06-30 $5.1M 60k 85.40
2023-03-31 $5.3M 61k 87.80
2022-12-31 $5.2M 61k 85.02
2022-06-30 $4.5M 59k 76.06
2022-03-31 $4.9M 56k 87.40
2021-12-31 $11M 108k 98.16
2021-09-30 $480k 9.9k 48.39
2021-06-30 $4.7M 52k 91.69
2021-03-31 $4.0M 52k 77.66
2020-12-31 $603k 8.8k 68.48
2020-09-30 $328k 6.8k 48.46
2020-06-30 $332k 6.9k 48.34
2020-03-31 $205k 6.0k 34.00
2019-12-31 $246k 4.8k 51.12
2019-06-30 $207k 4.7k 43.84
2018-03-31 $205k 3.8k 54.03
2017-12-31 $302k 5.8k 52.49
2017-09-30 $268k 5.6k 48.21