Consolidated Planning Corp »

Morgan Stanley shares owned by Consolidated Planning Corp

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Consolidated Planning Corp from 13F filings

Historical chart of Consolidated Planning Corp investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

All positions including Morgan Stanley held by Consolidated Planning Corp consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Morgan Stanley by Consolidated Planning Corp

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.6M 16k 164.57
2021-09-30 $38k 386 98.45

More positions owned by Consolidated Planning Corp

T Rowe Price Etf Cap Appreciation (TCAF)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
American Centy Etf Tr Us Eqt Etf (AVUS)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Hartford Fds Exchange Traded Schrdrs Tax Bd (HTAB)
Unified Ser Tr Ballast Smlmd Cp (MGMT)
Pimco Etf Tr 25yr+ Zero U S (ZROZ)
Schwab Strategic Tr Fundamental Us L (FNDX)
Wisdomtree Tr Us Midcap Fund (EZM)
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)
Ishares Tr Msci Usa Mmentm (MTUM)
Apple (AAPL)
Comfort Systems USA (FIX)
Verizon Communications (VZ)
Casey's General Stores (CASY)

View all positions for Consolidated Planning Corp

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
Vanguard Group
State Street Corporation
BlackRock
Geode Capital Management
FMR
Fisher Investments
Capital Research and Management Company - Division 3
Goldman Sachs Group
Wellington Management Company
Capital Research Global Investors
Norges Bank Investment Management
Ameriprise Financial
UBS Group
Northern Trust

View all funds holding Morgan Stanley