Morgan Stanley shares owned by HBK Sorce Advisory
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by HBK Sorce Advisory
from 13F filings
Historical chart of HBK Sorce Advisory investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by HBK Sorce Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.1M | 6.1k | 179.97 |
| 2025-09-30 | $1.1M | 7.3k | 155.65 |
| 2025-06-30 | $818k | 5.8k | 140.86 |
| 2025-03-31 | $693k | 5.9k | 116.67 |
| 2024-12-31 | $696k | 5.5k | 125.72 |
| 2024-09-30 | $526k | 5.0k | 104.24 |
| 2024-06-30 | $438k | 4.5k | 97.20 |
| 2024-03-31 | $418k | 4.4k | 94.16 |
| 2023-12-31 | $420k | 4.5k | 93.25 |
| 2023-09-30 | $385k | 4.7k | 81.66 |
| 2023-06-30 | $427k | 5.0k | 85.40 |
| 2023-03-31 | $1.5M | 11k | 132.51 |
| 2022-12-31 | $971k | 11k | 85.00 |
| 2022-09-30 | $471k | 6.0k | 79.07 |
| 2022-06-30 | $299k | 3.9k | 76.10 |
| 2022-03-31 | $519k | 5.9k | 87.34 |
| 2021-12-31 | $623k | 6.4k | 98.08 |
| 2021-09-30 | $584k | 6.0k | 97.35 |
| 2021-06-30 | $393k | 4.3k | 91.61 |
| 2021-03-31 | $249k | 3.2k | 77.69 |