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Morgan Stanley shares owned by DiMeo Schneider & Associates

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by DiMeo Schneider & Associates from 13F filings

Historical chart of DiMeo Schneider & Associates investment in Morgan Stanley

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All positions including Morgan Stanley held by DiMeo Schneider & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by DiMeo Schneider & Associates

Quarter filed Position value Share count Share price at filing
2023-12-31 $310k 3.3k 93.25
2023-09-30 $273k 3.3k 81.67

More positions owned by DiMeo Schneider & Associates

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Cre U S Reit Etf (USRT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Core Msci Emkt (IEMG)
Uber Technologies (UBER)
Select Sector Spdr Tr Energy (XLE)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for DiMeo Schneider & Associates

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
Vanguard Group
Jpmorgan Chase & Co
Wellington Management Company
Bank of America Corporation
Fisher Investments
Massachusetts Financial Services
UBS Group
Royal Bank of Canada
Bank of New York Mellon
T. Rowe Price Associates
Goldman Sachs Group
Citadel Advisors
Legal & General Group
Norges Bank Investment Management

View all funds holding Morgan Stanley