Morgan Stanley shares owned by Ellsworth Advisors
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Ellsworth Advisors
from 13F filings
Historical chart of Ellsworth Advisors investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Ellsworth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $433k | 2.7k | 162.63 |
| 2025-06-30 | $340k | 2.4k | 140.85 |
| 2025-03-31 | $281k | 2.4k | 116.68 |
| 2024-12-31 | $307k | 2.4k | 125.71 |
| 2024-09-30 | $273k | 2.6k | 104.23 |
| 2024-06-30 | $253k | 2.6k | 97.18 |
| 2024-03-31 | $224k | 2.6k | 86.20 |
| 2023-12-31 | $247k | 2.7k | 93.24 |
| 2023-06-30 | $233k | 2.7k | 85.41 |
| 2023-03-31 | $238k | 2.7k | 87.79 |
| 2022-12-31 | $239k | 2.5k | 96.58 |
| 2022-03-31 | $224k | 2.5k | 90.61 |
| 2021-12-31 | $235k | 2.4k | 98.12 |
| 2021-09-30 | $233k | 2.4k | 97.29 |
| 2021-06-30 | $201k | 2.2k | 91.57 |
| 2020-12-31 | $220k | 3.2k | 68.54 |