Morgan Stanley shares owned by EverSource Wealth Advisors
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by EverSource Wealth Advisors
from 13F filings
Historical chart of EverSource Wealth Advisors investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by EverSource Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.2M | 12k | 104.24 |
| 2024-06-30 | $1.2M | 12k | 103.23 |
| 2024-03-31 | $1.1M | 12k | 90.87 |
| 2023-12-31 | $1.1M | 12k | 93.25 |
| 2023-09-30 | $897k | 11k | 81.68 |
| 2023-06-30 | $971k | 11k | 85.39 |
| 2023-03-31 | $1.0M | 12k | 87.80 |
| 2022-12-31 | $938k | 11k | 85.02 |
| 2022-09-30 | $1.3M | 16k | 78.13 |
| 2022-06-30 | $274k | 3.6k | 76.02 |
| 2022-03-31 | $326k | 3.7k | 88.40 |
| 2021-12-31 | $364k | 3.7k | 98.10 |
More positions owned by EverSource Wealth Advisors
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