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Morgan Stanley shares owned by Forum Financial Management

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Forum Financial Management from 13F filings

Historical chart of Forum Financial Management investment in Morgan Stanley

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All positions including Morgan Stanley held by Forum Financial Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Forum Financial Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.8M 19k 93.25
2023-09-30 $1.6M 20k 81.67
2023-06-30 $1.7M 20k 85.40
2023-03-31 $1.6M 19k 87.80
2022-12-31 $1.6M 19k 85.02
2022-09-30 $1.5M 19k 79.00
2022-06-30 $1.4M 19k 76.04
2022-03-31 $1.5M 17k 87.35
2021-12-31 $1.7M 17k 98.17

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Dimensional Etf Trust Intl Core Equity (DFIC)
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Amgen (AMGN)
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Apple (AAPL)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr National Mun Etf (MUB)
Old Second Ban (OSBC)

View all positions for Forum Financial Management

Top funds holding Morgan Stanley

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Bank of New York Mellon
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Legal & General Group
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View all funds holding Morgan Stanley