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Morgan Stanley shares owned by Financial Engines Advisors L.L.C

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Financial Engines Advisors L.L.C from 13F filings

Historical chart of Financial Engines Advisors L.L.C investment in Morgan Stanley

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All positions including Morgan Stanley held by Financial Engines Advisors L.L.C consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Financial Engines Advisors L.L.C

Quarter filed Position value Share count Share price at filing
2024-09-30 $692k 6.6k 104.24
2024-03-31 $659k 7.0k 94.15
2021-09-30 $327k 3.4k 97.12
2021-06-30 $294k 3.2k 91.79
2021-03-31 $276k 3.5k 77.79
2020-12-31 $231k 3.4k 68.59

More positions owned by Financial Engines Advisors L.L.C

Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Port Mtg Bk Etf (SPMB)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Exponential Tech (XT)
Ishares Tr Rus 1000 Val Etf (IWD)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr S&p Kensho New (KOMP)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr 1000 Index Etf (SCHK)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Schwab Strategic Tr Us Reit Etf (SCHH)

View all positions for Financial Engines Advisors L.L.C

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
State Street Corporation
Vanguard Group
BlackRock
Jpmorgan Chase & Co
Geode Capital Management
Bank of America Corporation
Fisher Investments
Massachusetts Financial Services
Goldman Sachs Group
Bank of New York Mellon
T. Rowe Price Associates
Charles Schwab Investment Management
Invesco
Susquehanna International

View all funds holding Morgan Stanley