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Morgan Stanley shares owned by Fortis Group Advisors

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

Historical chart of Fortis Group Advisors investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Morgan Stanley by Fortis Group Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $262k 2.8k 94.16
2023-12-31 $245k 2.8k 87.80
2023-09-30 $245k 2.8k 87.80
2023-06-30 $237k 2.8k 85.40
2023-03-31 $250k 2.8k 89.97

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Ishares 1-3yr MF Closed and MF Open (SHY)
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Vanguard World Mega Grwth Ind (MGK)
T Rowe Price Etf Cap Appreciation (TCAF)
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Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Amazon Common Stock (AMZN)

View all positions for Fortis Group Advisors

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
Vanguard Group
Jpmorgan Chase & Co
Wellington Management Company
Bank of America Corporation
Fisher Investments
Massachusetts Financial Services
UBS Group
Royal Bank of Canada
T. Rowe Price Associates
Goldman Sachs Group
Bank of New York Mellon
Citadel Advisors
Legal & General Group
Norges Bank Investment Management

View all funds holding Morgan Stanley