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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

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All positions including Morgan Stanley held by H D Vest Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by H D Vest Advisory Services

Quarter filed Position value Share count Share price at filing
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