Morgan Stanley shares owned by Creative Planning
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $67M | 424k | 158.96 |
| 2025-06-30 | $41M | 289k | 140.86 |
| 2025-03-31 | $32M | 271k | 116.67 |
| 2024-12-31 | $30M | 241k | 125.72 |
| 2024-09-30 | $23M | 220k | 104.24 |
| 2024-06-30 | $21M | 211k | 97.22 |
| 2024-03-31 | $16M | 170k | 94.16 |
| 2023-12-31 | $14M | 153k | 93.25 |
| 2023-09-30 | $14M | 170k | 81.67 |
| 2023-06-30 | $14M | 158k | 85.40 |
| 2023-03-31 | $13M | 147k | 87.80 |
| 2022-12-31 | $12M | 136k | 85.02 |
| 2022-09-30 | $9.7M | 122k | 79.01 |
| 2022-06-30 | $9.8M | 129k | 76.06 |
| 2022-03-31 | $11M | 122k | 87.27 |
| 2021-12-31 | $11M | 114k | 98.16 |
| 2021-09-30 | $11M | 110k | 97.31 |
| 2021-06-30 | $9.5M | 104k | 91.69 |
| 2021-03-31 | $10M | 132k | 77.66 |
| 2020-12-31 | $7.1M | 104k | 68.53 |
| 2020-09-30 | $3.3M | 69k | 48.35 |
| 2020-06-30 | $2.8M | 57k | 48.31 |
| 2020-03-31 | $2.1M | 61k | 34.00 |
| 2019-12-31 | $3.9M | 75k | 51.12 |
| 2019-09-30 | $4.0M | 93k | 42.67 |
| 2019-06-30 | $4.0M | 91k | 43.81 |
| 2019-03-31 | $2.0M | 47k | 42.19 |
| 2018-12-31 | $2.0M | 50k | 39.65 |
| 2018-09-30 | $0 | 68k | 0.00 |
| 2018-06-30 | $3.1M | 66k | 47.39 |
| 2018-03-31 | $3.3M | 62k | 53.96 |
| 2017-12-31 | $3.1M | 59k | 52.47 |
| 2017-09-30 | $2.7M | 56k | 48.17 |
| 2017-06-30 | $2.7M | 61k | 44.56 |
| 2017-03-31 | $3.2M | 74k | 42.84 |
| 2016-12-31 | $2.3M | 55k | 42.26 |
| 2016-09-30 | $2.7M | 86k | 32.06 |
| 2016-06-30 | $1.8M | 69k | 25.97 |
| 2016-03-31 | $1.3M | 54k | 25.01 |
| 2015-12-31 | $3.1M | 97k | 31.81 |
| 2015-09-30 | $0 | 37k | 0.00 |
| 2015-06-30 | $3.0M | 76k | 38.79 |
| 2015-03-31 | $1.4M | 39k | 35.70 |
| 2014-12-31 | $1.9M | 48k | 38.80 |
| 2014-09-30 | $1.6M | 46k | 34.56 |
| 2014-06-30 | $1.3M | 40k | 32.32 |
| 2014-03-31 | $993k | 32k | 31.18 |
| 2013-12-31 | $853k | 27k | 31.36 |
| 2013-09-30 | $630k | 23k | 26.95 |
| 2013-06-30 | $415k | 17k | 24.43 |
| 2012-12-31 | $334k | 18k | 19.10 |
| 2012-09-30 | $199k | 12k | 16.77 |
| 2012-06-30 | $98k | 6.7k | 14.58 |
| 2011-12-31 | $73k | 4.9k | 15.04 |