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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

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

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Quarterly 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