Morgan Stanley shares owned by E&G Advisors
Historical chart of E&G Advisors investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by E&G Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Morgan Stanley by E&G Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.5M | 8.2k | 177.53 |
| 2025-09-30 | $1.3M | 8.2k | 158.96 |
| 2025-06-30 | $1.2M | 8.7k | 137.45 |
| 2025-03-31 | $1000k | 8.7k | 114.76 |
| 2024-12-31 | $1.1M | 8.7k | 123.25 |
| 2024-09-30 | $898k | 8.7k | 103.10 |
| 2024-06-30 | $840k | 8.7k | 96.48 |
| 2024-03-31 | $816k | 8.7k | 93.64 |
| 2023-12-31 | $808k | 8.7k | 92.79 |
| 2023-09-30 | $714k | 8.7k | 81.92 |
| 2023-06-30 | $744k | 8.7k | 85.40 |
| 2023-03-31 | $765k | 8.7k | 87.80 |
| 2022-12-31 | $748k | 8.8k | 85.02 |
| 2022-09-30 | $703k | 8.9k | 78.99 |
| 2022-06-30 | $685k | 9.0k | 76.11 |
| 2022-03-31 | $717k | 8.2k | 87.44 |
| 2021-12-31 | $834k | 8.5k | 98.12 |
| 2021-09-30 | $808k | 8.3k | 97.34 |
| 2021-06-30 | $0 | 0 | 0.00 |
| 2021-03-31 | $660k | 8.5k | 77.64 |
| 2020-12-31 | $583k | 8.5k | 68.58 |
| 2020-09-30 | $406k | 8.4k | 48.33 |
| 2020-06-30 | $406k | 8.4k | 48.33 |
| 2020-03-31 | $262k | 7.7k | 34.03 |
| 2019-12-31 | $435k | 8.5k | 51.18 |
| 2019-09-30 | $384k | 9.0k | 42.67 |
| 2019-06-30 | $394k | 9.0k | 43.78 |
| 2019-03-31 | $418k | 9.9k | 42.22 |
| 2018-12-31 | $432k | 11k | 39.63 |
| 2018-09-30 | $396k | 8.5k | 46.59 |
| 2018-06-30 | $403k | 8.5k | 47.41 |
| 2018-03-31 | $540k | 10k | 54.00 |
| 2017-12-31 | $708k | 14k | 52.44 |
| 2017-09-30 | $506k | 11k | 48.19 |
| 2017-06-30 | $468k | 11k | 44.57 |
| 2017-03-31 | $214k | 5.0k | 42.80 |
| 2016-12-31 | $211k | 5.0k | 42.20 |
| 2016-09-30 | $289k | 9.0k | 32.11 |
| 2016-06-30 | $234k | 9.0k | 26.00 |