Empirical Financial Services, LLC d/b/a Empirical Wealth Management »

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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All positions including Morgan Stanley held by Empirical Financial Services, LLC d/b/a Empirical Wealth Management consolidated in one spreadsheet with up to 7 years of data

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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
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