Morgan Stanley shares owned by D L Carlson Investment Group
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by D L Carlson Investment Group
from 13F filings
Historical chart of D L Carlson Investment Group investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by D L Carlson Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.4M | 23k | 104.24 |
| 2024-06-30 | $2.3M | 24k | 97.19 |
| 2024-03-31 | $4.7M | 50k | 94.16 |
| 2023-12-31 | $4.4M | 51k | 85.67 |
| 2023-09-30 | $5.1M | 63k | 81.67 |
| 2023-06-30 | $5.4M | 63k | 85.40 |
| 2023-03-31 | $5.4M | 62k | 87.80 |
| 2022-12-31 | $5.7M | 67k | 85.03 |
| 2022-09-30 | $5.5M | 69k | 79.02 |
| 2022-06-30 | $5.4M | 71k | 76.05 |
| 2022-03-31 | $6.2M | 71k | 87.40 |
| 2021-12-31 | $8.0M | 82k | 98.15 |
| 2021-09-30 | $8.0M | 82k | 97.31 |
| 2021-06-30 | $7.5M | 82k | 91.69 |
| 2021-03-31 | $6.3M | 82k | 77.66 |
| 2020-12-31 | $6.8M | 99k | 68.53 |
| 2020-09-30 | $4.8M | 99k | 48.35 |
More positions owned by D L Carlson Investment Group
View all positions for D L Carlson Investment Group