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Morgan Stanley shares owned by Envestnet Asset Management

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Envestnet Asset Management from 13F filings

Historical chart of Envestnet Asset Management investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

All positions including Morgan Stanley held by Envestnet Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $263M 2.5M 104.24
2024-06-30 $244M 2.5M 97.19
2024-03-31 $227M 2.4M 94.16
2023-09-30 $150M 1.8M 81.67
2023-06-30 $124M 1.5M 85.40
2023-03-31 $122M 1.4M 85.04
2022-12-31 $116M 1.4M 85.02
2022-09-30 $107M 1.4M 79.01
2022-06-30 $103M 1.4M 76.06
2022-03-31 $172M 2.0M 87.40
2021-12-31 $191M 1.9M 98.16
2021-09-30 $183M 1.9M 97.31
2021-06-30 $121M 1.3M 91.69
2021-03-31 $107M 1.4M 77.66
2020-12-31 $98M 1.4M 68.53
2020-09-30 $70M 1.4M 48.35
2020-06-30 $69M 1.4M 48.30
2020-03-31 $36M 1.0M 34.00
2019-12-31 $39M 766k 51.12
2019-09-30 $29M 680k 42.67
2019-06-30 $28M 646k 43.81
2019-03-31 $28M 653k 42.20
2018-12-31 $40M 998k 39.65
2018-09-30 $2.0M 44k 46.57
2018-06-30 $3.6M 75k 47.38
2018-03-31 $3.2M 62k 52.11
2017-12-31 $16M 313k 52.47
2017-09-30 $13M 273k 48.17
2017-06-30 $11M 256k 44.54
2017-03-31 $8.9M 208k 42.83
2016-12-31 $7.4M 175k 42.24
2016-09-30 $5.2M 163k 32.06
2016-06-30 $4.6M 177k 25.98
2016-03-31 $4.2M 169k 25.01
2015-12-31 $6.0M 187k 31.81
2015-09-30 $5.8M 185k 31.50
2015-06-30 $6.0M 154k 38.79
2015-03-31 $5.2M 147k 35.69
2014-12-31 $216k 5.6k 38.74
2014-09-30 $302k 8.7k 34.57
2014-06-30 $146k 4.5k 32.43
2014-03-31 $201k 6.5k 31.12
2013-12-31 $172k 5.5k 31.29
2013-09-30 $33k 1.2k 27.18
2013-06-30 $52k 2.1k 24.33