Morgan Stanley shares owned by Financial Advisors
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Financial Advisors
from 13F filings
Historical chart of Financial Advisors investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Morgan Stanley by Financial Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $571k | 5.5k | 104.24 |
2024-06-30 | $532k | 5.5k | 97.19 |
2024-03-31 | $516k | 5.5k | 94.16 |
2023-12-31 | $511k | 5.5k | 93.25 |
2023-09-30 | $448k | 5.5k | 81.67 |
2023-06-30 | $468k | 5.5k | 85.40 |
2023-03-31 | $491k | 5.6k | 87.80 |
2022-12-31 | $475k | 5.6k | 85.02 |
2022-09-30 | $428k | 5.6k | 76.57 |
2022-06-30 | $425k | 5.6k | 76.03 |
2022-03-31 | $489k | 5.6k | 87.48 |
2021-12-31 | $549k | 5.6k | 98.21 |
2021-09-30 | $544k | 5.6k | 97.32 |
2021-06-30 | $513k | 5.6k | 91.77 |
2021-03-31 | $391k | 5.0k | 77.58 |