Morgan Stanley shares owned by Cresset Asset Management
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Cresset Asset Management
from 13F filings
Historical chart of Cresset Asset Management investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Cresset Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Morgan Stanley by Cresset Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.4M | 40k | 158.96 |
| 2025-06-30 | $5.2M | 37k | 140.86 |
| 2025-03-31 | $4.9M | 42k | 116.67 |
| 2024-12-31 | $5.2M | 41k | 125.72 |
| 2024-09-30 | $12M | 116k | 104.24 |
| 2024-06-30 | $11M | 111k | 97.19 |
| 2024-03-31 | $8.2M | 87k | 94.16 |
| 2023-12-31 | $6.7M | 71k | 93.25 |
| 2023-09-30 | $6.3M | 77k | 81.67 |
| 2023-06-30 | $6.7M | 79k | 85.40 |
| 2023-03-31 | $2.4M | 28k | 87.80 |
| 2022-12-31 | $1.8M | 28k | 66.66 |
| 2022-09-30 | $2.0M | 25k | 78.98 |
| 2022-06-30 | $2.8M | 40k | 71.57 |
| 2022-03-31 | $2.9M | 36k | 80.63 |
| 2021-12-31 | $3.4M | 37k | 91.24 |
| 2021-09-30 | $3.9M | 40k | 97.32 |
| 2021-06-30 | $2.7M | 30k | 91.71 |
| 2021-03-31 | $2.5M | 32k | 77.56 |
| 2020-12-31 | $1.5M | 22k | 68.51 |
| 2020-09-30 | $797k | 17k | 48.37 |
| 2020-06-30 | $992k | 21k | 48.28 |
| 2020-03-31 | $487k | 14k | 34.01 |
| 2019-12-31 | $755k | 15k | 51.15 |
| 2019-09-30 | $289k | 6.8k | 42.66 |
| 2019-06-30 | $212k | 4.8k | 43.74 |
| 2019-03-31 | $189k | 4.5k | 42.18 |
| 2018-12-31 | $85k | 2.2k | 39.42 |