Morgan Stanley shares owned by H D Vest Advisory Services
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by H D Vest Advisory Services
from 13F filings
Historical chart of H D Vest Advisory Services investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by H D Vest Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Morgan Stanley by H D Vest Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $14M | 110k | 125.72 |
| 2024-09-30 | $11M | 108k | 104.24 |
| 2024-06-30 | $10M | 105k | 97.19 |
| 2024-03-31 | $7.0M | 75k | 94.16 |
| 2023-12-31 | $6.8M | 73k | 93.25 |
| 2023-09-30 | $5.4M | 66k | 81.67 |
| 2023-06-30 | $5.4M | 64k | 85.40 |
| 2023-03-31 | $5.0M | 57k | 87.80 |
| 2022-12-31 | $3.4M | 40k | 85.02 |
| 2022-09-30 | $3.1M | 39k | 79.02 |
| 2022-06-30 | $3.1M | 41k | 76.07 |
| 2022-03-31 | $3.6M | 41k | 87.37 |
| 2021-12-31 | $3.6M | 37k | 98.16 |
| 2021-09-30 | $3.5M | 36k | 97.21 |
| 2021-06-30 | $2.8M | 30k | 91.60 |
| 2021-03-31 | $2.3M | 29k | 77.76 |
| 2020-12-31 | $432k | 6.3k | 68.54 |
| 2020-09-30 | $610k | 13k | 48.33 |
| 2020-06-30 | $289k | 6.0k | 47.99 |
| 2019-12-31 | $253k | 4.9k | 51.12 |
More positions owned by H D Vest Advisory Services
View all positions for H D Vest Advisory Services