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Morgan Stanley shares owned by Copley Financial Group

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Copley Financial Group from 13F filings

Historical chart of Copley Financial Group investment in Morgan Stanley

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All positions including Morgan Stanley held by Copley Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Copley Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $693k 4.4k 158.96
2025-06-30 $671k 4.8k 140.86
2025-03-31 $614k 5.3k 116.67
2024-12-31 $668k 5.3k 125.72
2024-09-30 $641k 6.1k 104.24

More positions owned by Copley Financial Group

Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)
Spdr Series Trust Portfolio Agrgte (SPAB)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Pacer Fds Tr Swan Sos Fd Of (PSFF)
Pacer Fds Tr Emrg Mkt Cash (ECOW)
World Gold Tr Spdr Gld Minis (GLDM)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vaneck Etf Trust Real Assets Etf (RAAX)
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)
Northern Lts Fd Tr Iv Main Buywrite (BUYW)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Angel Oak Funds Trust Oak Ultrashort (UYLD)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Abrdn Palladium Etf Trust Physical Palladm (PALL)
Caterpillar (CAT)

View all positions for Copley Financial Group

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