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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

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All positions including Morgan Stanley held by Davidson Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Davidson Investment Advisors

Quarter filed Position value Share count Share price at filing
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