Morgan Stanley shares owned by Comprehensive Financial Consultants Institutional
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Comprehensive Financial Consultants Institutional
from 13F filings
Historical chart of Comprehensive Financial Consultants Institutional investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Comprehensive Financial Consultants Institutional
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.1M | 19k | 158.96 |
| 2025-06-30 | $2.8M | 20k | 140.86 |
| 2024-12-31 | $2.6M | 21k | 125.72 |
| 2024-09-30 | $1.2M | 11k | 104.24 |
| 2024-06-30 | $1.1M | 11k | 97.19 |
| 2024-03-31 | $988k | 11k | 94.16 |
| 2023-12-31 | $943k | 10k | 93.25 |
| 2023-09-30 | $800k | 9.8k | 81.67 |
| 2023-06-30 | $846k | 9.8k | 86.37 |
| 2023-03-31 | $835k | 9.5k | 87.80 |
| 2022-12-31 | $822k | 9.1k | 90.53 |
| 2022-09-30 | $688k | 8.9k | 77.06 |
| 2022-06-30 | $609k | 8.0k | 75.94 |
| 2022-03-31 | $676k | 8.0k | 84.19 |
| 2021-12-31 | $773k | 8.2k | 94.43 |
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