Morgan Stanley shares owned by FineMark National Bank & Trust
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by FineMark National Bank & Trust
from 13F filings
Historical chart of FineMark National Bank & Trust investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by FineMark National Bank & Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $21M | 135k | 158.96 |
| 2025-06-30 | $20M | 139k | 140.86 |
| 2025-03-31 | $16M | 140k | 116.67 |
| 2024-12-31 | $18M | 141k | 125.72 |
| 2024-09-30 | $17M | 158k | 104.24 |
| 2024-06-30 | $15M | 158k | 97.19 |
| 2024-03-31 | $15M | 155k | 94.16 |
| 2023-12-31 | $14M | 153k | 93.25 |
| 2023-09-30 | $11M | 136k | 81.67 |
| 2023-06-30 | $12M | 136k | 85.40 |
| 2023-03-31 | $12M | 136k | 87.80 |
| 2022-12-31 | $11M | 131k | 85.02 |
| 2022-09-30 | $10M | 129k | 79.01 |
| 2022-06-30 | $8.1M | 107k | 76.06 |
| 2022-03-31 | $9.3M | 106k | 87.40 |
| 2021-12-31 | $9.7M | 99k | 98.16 |
| 2021-09-30 | $9.3M | 96k | 97.31 |
| 2021-06-30 | $8.5M | 93k | 91.69 |
| 2021-03-31 | $9.8M | 126k | 77.66 |
| 2020-12-31 | $8.4M | 123k | 68.53 |
| 2020-09-30 | $6.1M | 127k | 48.35 |
| 2020-06-30 | $6.0M | 124k | 48.30 |
| 2020-03-31 | $3.8M | 110k | 34.00 |
| 2016-12-31 | $178k | 4.2k | 42.33 |
| 2016-09-30 | $135k | 4.2k | 32.10 |
| 2016-06-30 | $113k | 4.3k | 26.08 |
| 2016-03-31 | $106k | 4.2k | 24.95 |
| 2015-12-31 | $244k | 7.7k | 31.80 |
| 2015-09-30 | $231k | 7.3k | 31.55 |
| 2015-06-30 | $279k | 7.2k | 38.72 |
| 2015-03-31 | $257k | 7.2k | 35.67 |
| 2014-12-31 | $280k | 7.2k | 38.86 |
| 2014-09-30 | $249k | 7.2k | 34.56 |
| 2014-06-30 | $233k | 7.2k | 32.34 |
| 2014-03-31 | $240k | 7.7k | 31.15 |
| 2013-12-31 | $242k | 7.7k | 31.41 |
| 2013-09-30 | $208k | 7.7k | 27.00 |
| 2013-06-30 | $212k | 8.7k | 24.40 |
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