Morgan Stanley shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
from 13F filings
Historical chart of Empirical Financial Services, LLC d/b/a Empirical Wealth Management investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.5M | 22k | 158.96 |
| 2025-06-30 | $2.8M | 20k | 140.86 |
| 2025-03-31 | $1.9M | 16k | 116.67 |
| 2024-12-31 | $2.2M | 18k | 125.72 |
| 2024-09-30 | $1.5M | 15k | 104.24 |
| 2024-06-30 | $1.3M | 13k | 97.19 |
| 2024-03-31 | $958k | 10k | 94.16 |
| 2023-12-31 | $771k | 8.3k | 93.25 |
| 2023-09-30 | $659k | 8.1k | 81.67 |
| 2023-06-30 | $524k | 6.1k | 85.40 |
| 2023-03-31 | $867k | 9.9k | 87.80 |
| 2022-12-31 | $572k | 6.7k | 85.02 |
| 2022-09-30 | $516k | 6.5k | 79.02 |
| 2022-06-30 | $457k | 6.0k | 76.03 |
| 2022-03-31 | $507k | 5.8k | 87.35 |
| 2021-12-31 | $600k | 6.1k | 98.09 |
| 2021-09-30 | $280k | 2.9k | 97.29 |
| 2021-06-30 | $212k | 2.3k | 91.58 |
| 2020-06-30 | $661k | 14k | 48.30 |
| 2020-03-31 | $429k | 13k | 34.02 |
| 2019-12-31 | $530k | 10k | 51.09 |
More positions owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
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