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Morgan Stanley shares owned by Comprehensive Portfolio Management

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

Historical chart of Comprehensive Portfolio Management investment in Morgan Stanley

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

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Quarterly reported holdings in Morgan Stanley by Comprehensive Portfolio Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.9M 28k 104.24
2024-06-30 $2.8M 29k 97.19
2024-03-31 $3.1M 33k 94.16
2023-12-31 $3.0M 32k 93.25
2023-09-30 $2.6M 32k 81.67
2023-06-30 $2.8M 32k 85.40
2023-03-31 $2.5M 29k 87.80
2022-12-31 $2.4M 28k 85.02
2022-09-30 $2.8M 36k 79.01
2022-06-30 $2.0M 27k 76.06
2022-03-31 $2.3M 26k 87.40
2021-12-31 $2.5M 25k 98.17
2021-09-30 $2.6M 27k 97.30
2021-06-30 $2.1M 23k 91.70
2021-03-31 $1.7M 22k 77.65
2020-12-31 $1.2M 18k 68.50
2020-09-30 $706k 15k 48.37
2020-06-30 $620k 13k 48.28
2017-12-31 $226k 4.3k 52.58