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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

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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
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

More positions owned by Envestnet Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Total Usd (IUSB)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Mbs Etf (MBB)

View all positions for Envestnet Asset Management

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
Vanguard Group
Jpmorgan Chase & Co
Wellington Management Company
Bank of America Corporation
Fisher Investments
Massachusetts Financial Services
UBS Group
Royal Bank of Canada
Bank of New York Mellon
T. Rowe Price Associates
Goldman Sachs Group
Citadel Advisors
Legal & General Group
Norges Bank Investment Management

View all funds holding Morgan Stanley