Morgan Stanley shares owned by Global Retirement Partners
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Global Retirement Partners
from 13F filings
Historical chart of Global Retirement Partners investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Global Retirement Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.1M | 26k | 158.96 |
| 2025-06-30 | $3.3M | 24k | 140.86 |
| 2024-12-31 | $1.9M | 15k | 125.72 |
| 2024-09-30 | $1.5M | 14k | 104.24 |
| 2024-06-30 | $1.3M | 13k | 97.19 |
| 2024-03-31 | $1.0M | 11k | 94.16 |
| 2023-12-31 | $867k | 10k | 85.97 |
| 2023-09-30 | $633k | 8.0k | 79.09 |
| 2023-06-30 | $715k | 8.4k | 85.40 |
| 2023-03-31 | $828k | 9.8k | 84.75 |
| 2022-12-31 | $373k | 4.4k | 85.02 |
| 2022-09-30 | $307k | 3.7k | 82.11 |
| 2022-06-30 | $296k | 3.9k | 76.11 |
| 2022-03-31 | $322k | 3.9k | 82.08 |
| 2021-09-30 | $160k | 1.6k | 97.56 |
| 2021-06-30 | $127k | 1.4k | 92.03 |
| 2021-03-31 | $84k | 1.1k | 77.71 |
| 2020-12-31 | $67k | 971 | 69.00 |
| 2020-09-30 | $42k | 871 | 48.22 |
| 2020-06-30 | $42k | 871 | 48.22 |
| 2020-03-31 | $10k | 308 | 32.47 |
| 2019-12-31 | $16k | 308 | 51.95 |
| 2019-09-30 | $19k | 448 | 42.41 |
| 2019-06-30 | $17k | 392 | 43.37 |
| 2019-03-31 | $17k | 392 | 43.37 |
| 2018-12-31 | $13k | 340 | 38.24 |
| 2018-09-30 | $30k | 635 | 47.24 |
| 2018-06-30 | $21k | 435 | 48.28 |
| 2018-03-31 | $27k | 495 | 54.55 |
| 2017-12-31 | $77k | 1.5k | 52.31 |
| 2017-09-30 | $26k | 540 | 48.15 |
| 2017-06-30 | $6.0k | 140 | 42.86 |
| 2017-03-31 | $18k | 416 | 43.27 |
More positions owned by Global Retirement Partners
View all positions for Global Retirement Partners