Creekmur Asset Management »

Morgan Stanley shares owned by Creekmur Asset Management

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

Historical chart of Creekmur Asset Management investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

All positions including Morgan Stanley held by Creekmur Asset Management 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 Creekmur Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $107k 1.0k 104.24
2024-06-30 $100k 1.0k 97.19
2024-03-31 $100k 1.1k 94.16
2023-12-31 $79k 842 93.25

More positions owned by Creekmur Asset Management

Global X Fds 1-3 Month T-bill (CLIP)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Ishares Tr Core Us Aggbd Et (AGG)
First Tr Exchange-traded First Tr Enh New (FTSM)
First Tr Exchange-traded Intermediate Dur (FIIG)
Caterpillar (CAT)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Apple (AAPL)

View all positions for Creekmur Asset Management

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
State Street Corporation
Vanguard Group
BlackRock
Jpmorgan Chase & Co
Capital Research and Management Company - Division 3
Geode Capital Management
FMR
Fisher Investments
Bank of America Corporation
Capital Research Global Investors
Wellington Management Company
Massachusetts Financial Services
UBS Group
Norges Bank Investment Management

View all funds holding Morgan Stanley