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Morgan Stanley shares owned by Ethic

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

Historical chart of Ethic investment in Morgan Stanley

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

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Quarterly reported holdings in Morgan Stanley by Ethic

Quarter filed Position value Share count Share price at filing
2024-09-30 $11M 120k 94.16
2024-03-31 $11M 120k 94.16
2023-09-30 $9.6M 118k 81.67
2023-06-30 $10M 122k 85.40
2023-03-31 $11M 124k 87.80
2022-12-31 $8.8M 104k 85.02
2022-09-30 $7.9M 101k 79.01
2022-06-30 $6.9M 91k 76.06
2022-03-31 $7.3M 83k 87.40
2021-12-31 $8.0M 81k 98.15
2021-09-30 $6.4M 66k 97.30
2021-06-30 $3.6M 39k 91.70
2021-03-31 $2.0M 26k 77.66
2020-12-31 $1.5M 22k 68.52
2020-09-30 $669k 14k 48.34
2020-06-30 $592k 12k 48.33
2020-03-31 $406k 12k 33.98
2019-12-31 $572k 11k 51.12