Morgan Stanley shares owned by Foundations Investment Advisors
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Foundations Investment Advisors
from 13F filings
Historical chart of Foundations Investment Advisors investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Foundations Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Morgan Stanley by Foundations Investment Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $6.4M | 61k | 104.24 |
2024-06-30 | $5.1M | 53k | 97.19 |
2024-03-31 | $5.3M | 57k | 94.16 |
2023-12-31 | $5.2M | 59k | 86.82 |
2023-09-30 | $4.8M | 58k | 81.67 |
2023-06-30 | $4.7M | 55k | 85.40 |
2023-03-31 | $3.9M | 44k | 87.80 |
2022-12-31 | $3.2M | 38k | 85.02 |
2022-09-30 | $1.3M | 16k | 79.01 |
2022-06-30 | $885k | 12k | 75.42 |
2022-03-31 | $297k | 3.5k | 84.71 |
2021-12-31 | $349k | 3.4k | 103.04 |
2021-09-30 | $336k | 3.4k | 99.20 |
2021-06-30 | $474k | 5.3k | 90.29 |
2021-03-31 | $254k | 3.2k | 79.13 |
2020-12-31 | $237k | 3.1k | 75.26 |
More positions owned by Foundations Investment Advisors
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