Morgan Stanley shares owned by Great Valley Advisor Group
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Great Valley Advisor Group
from 13F filings
Historical chart of Great Valley Advisor Group investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Great Valley Advisor Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.9M | 50k | 158.96 |
| 2025-06-30 | $8.1M | 58k | 140.86 |
| 2025-03-31 | $5.6M | 48k | 116.67 |
| 2024-12-31 | $876k | 7.0k | 125.68 |
| 2024-09-30 | $748k | 7.2k | 104.24 |
| 2024-06-30 | $637k | 6.6k | 97.21 |
| 2024-03-31 | $586k | 6.2k | 94.14 |
| 2023-12-31 | $788k | 8.5k | 93.19 |
| 2023-09-30 | $728k | 8.9k | 81.70 |
| 2023-06-30 | $753k | 8.8k | 85.41 |
| 2023-03-31 | $736k | 8.4k | 87.87 |
| 2022-12-31 | $662k | 7.8k | 85.05 |
| 2022-09-30 | $599k | 7.6k | 79.07 |
| 2022-06-30 | $553k | 7.3k | 76.05 |
| 2022-03-31 | $512k | 5.5k | 93.11 |
| 2021-12-31 | $536k | 5.5k | 97.81 |
| 2021-09-30 | $534k | 5.5k | 97.37 |
| 2021-06-30 | $499k | 5.9k | 84.95 |
| 2021-03-31 | $429k | 5.5k | 77.58 |
| 2020-12-31 | $390k | 5.7k | 68.69 |
| 2020-09-30 | $260k | 5.4k | 48.25 |
| 2020-06-30 | $251k | 5.2k | 48.17 |
More positions owned by Great Valley Advisor Group
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