Morgan Stanley shares owned by Grassi Investment Management
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Grassi Investment Management
from 13F filings
Historical chart of Grassi Investment Management investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Grassi Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Morgan Stanley by Grassi Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $17M | 120k | 140.86 |
| 2025-03-31 | $14M | 121k | 116.67 |
| 2024-12-31 | $15M | 121k | 125.72 |
| 2024-09-30 | $13M | 121k | 104.24 |
| 2024-06-30 | $12M | 121k | 97.19 |
| 2024-03-31 | $11M | 121k | 94.16 |
| 2023-12-31 | $11M | 121k | 93.25 |
| 2023-09-30 | $9.9M | 121k | 81.67 |
| 2023-06-30 | $10M | 121k | 85.40 |
| 2023-03-31 | $11M | 123k | 87.80 |
| 2022-12-31 | $10M | 121k | 85.02 |
| 2022-09-30 | $9.6M | 121k | 79.01 |
| 2022-06-30 | $9.2M | 121k | 76.06 |
| 2022-03-31 | $11M | 121k | 87.40 |
| 2021-12-31 | $12M | 119k | 98.16 |
| 2021-09-30 | $12M | 119k | 97.31 |
| 2021-06-30 | $11M | 119k | 91.69 |
| 2021-03-31 | $9.2M | 119k | 77.66 |
| 2020-12-31 | $8.2M | 119k | 68.53 |
| 2020-09-30 | $5.9M | 122k | 48.35 |
| 2020-06-30 | $5.9M | 123k | 48.30 |
| 2020-03-31 | $4.2M | 123k | 34.00 |
| 2019-12-31 | $6.4M | 125k | 51.12 |
| 2019-09-30 | $5.4M | 126k | 42.67 |
| 2019-06-30 | $5.6M | 127k | 43.81 |
| 2019-03-31 | $5.5M | 129k | 42.20 |
| 2018-12-31 | $5.1M | 129k | 39.65 |
| 2018-09-30 | $6.1M | 130k | 46.57 |
| 2018-06-30 | $6.2M | 130k | 47.40 |
| 2018-03-31 | $7.1M | 131k | 53.96 |
| 2017-12-31 | $6.9M | 131k | 52.47 |
| 2017-09-30 | $6.3M | 131k | 48.17 |
| 2017-06-30 | $5.8M | 131k | 44.56 |
| 2017-03-31 | $5.6M | 131k | 42.84 |
| 2016-12-31 | $5.5M | 131k | 42.25 |
| 2016-09-30 | $4.2M | 131k | 32.06 |
| 2016-06-30 | $3.4M | 131k | 25.98 |
| 2016-03-31 | $3.3M | 131k | 25.01 |
| 2015-12-31 | $4.2M | 133k | 31.81 |
| 2015-09-30 | $4.5M | 141k | 31.50 |
| 2015-06-30 | $6.2M | 160k | 38.79 |
| 2015-03-31 | $5.7M | 160k | 35.69 |
| 2014-12-31 | $5.9M | 152k | 38.80 |
| 2014-09-30 | $5.2M | 151k | 34.57 |
| 2014-06-30 | $4.9M | 152k | 32.33 |
More positions owned by Grassi Investment Management
View all positions for Grassi Investment Management