Morgan Stanley shares owned by Diversified Trust Company
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Diversified Trust Company
from 13F filings
Historical chart of Diversified Trust Company investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Diversified Trust Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.7M | 48k | 158.96 |
| 2025-06-30 | $4.1M | 29k | 140.86 |
| 2025-03-31 | $3.4M | 29k | 116.67 |
| 2024-12-31 | $4.4M | 35k | 125.72 |
| 2024-09-30 | $2.7M | 26k | 104.24 |
| 2024-06-30 | $2.6M | 27k | 97.19 |
| 2024-03-31 | $843k | 8.9k | 94.16 |
| 2023-12-31 | $1.2M | 13k | 93.25 |
| 2023-09-30 | $911k | 11k | 81.67 |
| 2023-06-30 | $666k | 7.8k | 85.40 |
| 2023-03-31 | $1.2M | 14k | 87.80 |
| 2022-12-31 | $904k | 11k | 85.00 |
| 2022-09-30 | $788k | 10k | 79.01 |
| 2022-06-30 | $1.2M | 16k | 76.04 |
| 2022-03-31 | $1.2M | 14k | 87.37 |
| 2021-12-31 | $1.1M | 12k | 98.13 |
| 2021-09-30 | $1.2M | 12k | 97.29 |
| 2021-06-30 | $1.5M | 16k | 91.66 |
| 2021-03-31 | $1.1M | 14k | 77.67 |
| 2020-12-31 | $1.2M | 17k | 68.51 |
| 2020-09-30 | $806k | 17k | 48.34 |
| 2020-06-30 | $525k | 11k | 48.27 |
| 2020-03-31 | $406k | 12k | 34.03 |
| 2019-12-31 | $931k | 18k | 51.13 |