Morgan Stanley shares owned by Essex Financial Services
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Essex Financial Services
from 13F filings
Historical chart of Essex Financial Services investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Essex Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $964k | 6.1k | 158.97 |
| 2025-06-30 | $972k | 6.9k | 140.85 |
| 2025-03-31 | $618k | 5.3k | 116.67 |
| 2024-12-31 | $729k | 5.8k | 125.73 |
| 2024-09-30 | $686k | 5.8k | 118.23 |
| 2024-06-30 | $577k | 5.9k | 97.19 |
| 2024-03-31 | $570k | 6.1k | 94.16 |
| 2023-12-31 | $577k | 6.2k | 93.26 |
| 2023-09-30 | $473k | 5.8k | 81.67 |
| 2023-06-30 | $487k | 5.7k | 85.40 |
| 2023-03-31 | $697k | 7.9k | 87.80 |
| 2022-12-31 | $678k | 8.0k | 84.90 |
| 2022-09-30 | $659k | 8.3k | 79.00 |
| 2022-06-30 | $661k | 8.7k | 76.06 |
| 2022-03-31 | $6.8M | 69k | 98.15 |
| 2021-12-31 | $6.8M | 69k | 98.15 |
| 2021-09-30 | $1.6M | 17k | 97.31 |
| 2021-06-30 | $349k | 4.5k | 77.59 |
| 2021-03-31 | $349k | 4.5k | 77.59 |
| 2020-12-31 | $249k | 3.6k | 69.30 |
| 2019-12-31 | $207k | 4.1k | 51.04 |
| 2019-06-30 | $222k | 5.1k | 43.89 |
| 2019-03-31 | $260k | 6.2k | 42.22 |
| 2018-12-31 | $305k | 7.7k | 39.69 |
| 2018-09-30 | $515k | 11k | 46.60 |
| 2018-06-30 | $613k | 13k | 47.42 |
| 2018-03-31 | $708k | 13k | 53.93 |
| 2017-12-31 | $710k | 14k | 52.50 |
| 2017-09-30 | $703k | 15k | 48.18 |
| 2017-06-30 | $635k | 14k | 44.54 |
| 2017-03-31 | $467k | 11k | 42.82 |
| 2016-12-31 | $598k | 14k | 42.24 |
| 2016-09-30 | $444k | 14k | 32.17 |
| 2016-06-30 | $351k | 14k | 25.99 |
| 2016-03-31 | $338k | 14k | 25.03 |
| 2015-12-31 | $297k | 9.3k | 31.78 |
| 2014-12-31 | $225k | 5.8k | 38.83 |