Morgan Stanley shares owned by Davidson Investment Advisors
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Davidson Investment Advisors
from 13F filings
Historical chart of Davidson Investment Advisors investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Davidson Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Morgan Stanley by Davidson Investment Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-06-30 | $352k | 3.6k | 97.19 |
2024-03-31 | $341k | 3.6k | 94.16 |
2023-12-31 | $331k | 3.5k | 93.25 |
2023-09-30 | $304k | 3.7k | 81.67 |
2023-06-30 | $318k | 3.7k | 85.40 |
2023-03-31 | $343k | 3.9k | 87.80 |
2022-12-31 | $332k | 3.9k | 85.02 |
2022-09-30 | $350k | 4.4k | 78.95 |
2022-06-30 | $349k | 4.6k | 76.13 |
2022-03-31 | $438k | 5.0k | 87.44 |
2021-12-31 | $492k | 5.0k | 98.22 |
2021-09-30 | $502k | 5.2k | 97.31 |
2021-06-30 | $589k | 6.4k | 91.76 |
2021-03-31 | $542k | 7.0k | 77.61 |
2020-12-31 | $517k | 7.6k | 68.48 |
2020-09-30 | $365k | 7.6k | 48.34 |
2020-06-30 | $365k | 7.6k | 48.34 |
2020-03-31 | $275k | 8.1k | 34.03 |
2019-12-31 | $579k | 11k | 51.08 |
2019-09-30 | $493k | 12k | 42.63 |
2019-06-30 | $524k | 12k | 43.81 |
2019-03-31 | $6.4M | 152k | 42.20 |
2018-12-31 | $6.2M | 157k | 39.65 |
2018-09-30 | $7.6M | 163k | 46.57 |
2018-06-30 | $7.8M | 166k | 47.40 |
2018-03-31 | $9.1M | 168k | 53.96 |
2017-12-31 | $9.1M | 174k | 52.47 |
2017-09-30 | $8.5M | 177k | 48.16 |
2017-06-30 | $12M | 267k | 44.56 |
2017-03-31 | $13M | 292k | 42.83 |
2016-12-31 | $12M | 284k | 42.25 |
2016-09-30 | $13M | 415k | 32.05 |
2016-06-30 | $11M | 405k | 25.97 |
2016-03-31 | $9.8M | 394k | 25.01 |
2015-12-31 | $11M | 334k | 31.80 |
2015-09-30 | $10M | 324k | 31.49 |
2015-06-30 | $14M | 352k | 38.78 |
2015-03-31 | $13M | 352k | 35.68 |
2014-12-31 | $14M | 351k | 38.80 |
2014-09-30 | $15M | 541k | 26.95 |
2014-06-30 | $17M | 517k | 32.32 |
2014-03-31 | $16M | 524k | 31.17 |
2013-12-31 | $17M | 530k | 31.35 |
2013-09-30 | $15M | 541k | 26.95 |
2013-06-30 | $13M | 541k | 24.42 |
2013-03-31 | $12M | 544k | 21.98 |
2012-12-31 | $10M | 540k | 19.11 |
2012-09-30 | $8.9M | 534k | 16.73 |
2012-03-31 | $9.1M | 466k | 19.64 |
More positions owned by Davidson Investment Advisors
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