Crewe Advisors »

Morgan Stanley shares owned by Crewe Advisors

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Crewe Advisors from 13F filings

Historical chart of Crewe Advisors investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

All positions including Morgan Stanley held by Crewe Advisors 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 Crewe Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $261k 2.7k 97.19
2024-03-31 $257k 2.7k 94.16
2023-06-30 $254k 3.0k 85.40
2023-03-31 $248k 2.8k 87.80
2022-12-31 $271k 3.2k 85.02
2022-09-30 $263k 3.3k 78.91
2022-06-30 $243k 3.2k 76.01
2022-03-31 $218k 2.5k 87.27
2021-12-31 $101k 1.0k 97.77
2021-06-30 $3.0k 35 85.71
2021-03-31 $18k 235 76.60
2020-12-31 $16k 235 68.09
2020-09-30 $16k 338 47.34