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Morgan Stanley shares owned by Cyndeo Wealth Partners

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Cyndeo Wealth Partners from 13F filings

Historical chart of Cyndeo Wealth Partners investment in Morgan Stanley

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All positions including Morgan Stanley held by Cyndeo Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Cyndeo Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.8M 41k 94.16
2023-12-31 $2.4M 26k 93.25
2023-09-30 $1.5M 18k 81.67
2023-06-30 $2.0M 23k 85.40
2023-03-31 $1.8M 20k 87.80
2022-12-31 $2.5M 30k 85.02