Morgan Stanley shares owned by Gradient Investments
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Gradient Investments
from 13F filings
Historical chart of Gradient Investments investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Gradient Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $35M | 331k | 104.24 |
| 2024-06-30 | $35M | 362k | 97.19 |
| 2024-03-31 | $34M | 364k | 94.16 |
| 2023-12-31 | $33M | 349k | 93.25 |
| 2023-09-30 | $26M | 320k | 81.67 |
| 2023-06-30 | $27M | 312k | 85.40 |
| 2023-03-31 | $9.6M | 110k | 87.80 |
| 2022-12-31 | $7.3M | 86k | 85.02 |
| 2022-09-30 | $6.7M | 85k | 79.01 |
| 2022-06-30 | $6.5M | 86k | 76.06 |
| 2022-03-31 | $6.5M | 74k | 87.41 |
| 2021-12-31 | $7.6M | 77k | 98.16 |
| 2021-09-30 | $308k | 3.2k | 97.41 |
| 2021-06-30 | $255k | 2.8k | 91.66 |
| 2021-03-31 | $204k | 2.6k | 77.80 |
| 2020-12-31 | $131k | 2.7k | 48.45 |
| 2020-09-30 | $136k | 2.8k | 48.48 |
| 2020-06-30 | $133k | 2.8k | 48.33 |
| 2020-03-31 | $93k | 2.7k | 33.92 |
| 2019-12-31 | $96k | 1.9k | 51.36 |
| 2019-09-30 | $133k | 3.1k | 42.70 |
| 2019-06-30 | $8.5M | 194k | 43.81 |
| 2019-03-31 | $7.3M | 174k | 42.20 |
| 2018-12-31 | $7.7M | 194k | 39.65 |
| 2018-09-30 | $8.7M | 187k | 46.57 |
| 2018-06-30 | $8.3M | 174k | 47.40 |
| 2018-03-31 | $9.1M | 168k | 53.96 |
| 2017-12-31 | $8.3M | 159k | 52.47 |
| 2017-06-30 | $19k | 437 | 43.48 |
| 2017-03-31 | $19k | 434 | 43.78 |
| 2016-12-31 | $18k | 432 | 41.67 |
| 2016-09-30 | $33k | 1.0k | 31.82 |
| 2016-06-30 | $25k | 981 | 25.48 |
| 2016-03-31 | $24k | 977 | 24.56 |
| 2015-12-31 | $12k | 377 | 31.83 |
| 2015-09-30 | $3.0k | 88 | 34.09 |
| 2015-03-31 | $14k | 390 | 35.90 |
| 2013-12-31 | $5.0k | 151 | 33.11 |
| 2013-09-30 | $4.0k | 151 | 26.49 |
| 2013-06-30 | $4.0k | 151 | 26.49 |