Morgan Stanley shares owned by Greenleaf Trust
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Greenleaf Trust
from 13F filings
Historical chart of Greenleaf Trust investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Greenleaf Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.7M | 29k | 93.25 |
| 2023-09-30 | $3.1M | 38k | 81.67 |
| 2023-06-30 | $3.1M | 36k | 85.40 |
| 2023-03-31 | $3.4M | 39k | 87.80 |
| 2022-12-31 | $3.3M | 38k | 85.03 |
| 2022-09-30 | $3.0M | 38k | 79.01 |
| 2022-06-30 | $2.7M | 35k | 76.07 |
| 2022-03-31 | $2.9M | 34k | 87.39 |
| 2021-12-31 | $3.3M | 34k | 98.17 |
| 2021-09-30 | $3.0M | 31k | 97.32 |
| 2021-06-30 | $2.8M | 30k | 91.69 |
| 2021-03-31 | $2.3M | 29k | 77.67 |
| 2020-12-31 | $1.7M | 25k | 68.54 |
| 2020-09-30 | $1.0M | 22k | 48.33 |
| 2020-06-30 | $901k | 19k | 48.30 |
| 2020-03-31 | $1.1M | 33k | 34.01 |
| 2019-12-31 | $723k | 14k | 51.15 |
| 2019-09-30 | $656k | 15k | 42.67 |
| 2019-06-30 | $650k | 15k | 43.82 |
| 2019-03-31 | $599k | 14k | 42.18 |
| 2018-12-31 | $682k | 17k | 39.65 |
| 2018-09-30 | $667k | 14k | 46.60 |
| 2018-06-30 | $636k | 13k | 47.42 |
| 2018-03-31 | $679k | 13k | 54.00 |
| 2017-12-31 | $614k | 12k | 52.48 |
| 2017-09-30 | $528k | 11k | 48.14 |
| 2017-06-30 | $327k | 7.3k | 44.56 |
| 2017-03-31 | $268k | 6.2k | 42.89 |
| 2016-12-31 | $247k | 5.8k | 42.24 |
| 2012-09-30 | $185k | 11k | 16.74 |