Morgan Stanley shares owned by Concurrent Investment Advisors
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Concurrent Investment Advisors
from 13F filings
Historical chart of Concurrent Investment Advisors investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Concurrent Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Morgan Stanley by Concurrent Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.1M | 32k | 158.96 |
| 2025-06-30 | $5.8M | 42k | 140.86 |
| 2025-03-31 | $4.5M | 39k | 116.67 |
| 2024-12-31 | $2.2M | 17k | 125.72 |
| 2024-09-30 | $1.8M | 17k | 104.24 |
| 2024-06-30 | $1.5M | 16k | 97.19 |
| 2024-03-31 | $1.0M | 11k | 94.15 |
| 2023-12-31 | $905k | 9.7k | 93.25 |
More positions owned by Concurrent Investment Advisors
View all positions for Concurrent Investment Advisors