Morgan Stanley shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $966k | 5.4k | 177.54 |
| 2025-09-30 | $864k | 5.4k | 158.96 |
| 2025-06-30 | $765k | 5.4k | 140.87 |
| 2025-03-31 | $633k | 5.4k | 116.68 |
| 2024-12-31 | $683k | 5.4k | 125.71 |
| 2024-09-30 | $565k | 5.4k | 104.24 |
| 2024-06-30 | $562k | 5.8k | 97.18 |
| 2024-03-31 | $544k | 5.8k | 94.16 |
| 2023-12-31 | $547k | 5.9k | 93.25 |
| 2023-09-30 | $470k | 5.8k | 81.66 |
| 2023-06-30 | $491k | 5.8k | 85.40 |
| 2023-03-31 | $505k | 5.7k | 87.80 |
| 2022-12-31 | $505k | 5.9k | 85.02 |
| 2022-09-30 | $496k | 6.3k | 79.01 |
| 2022-06-30 | $615k | 8.1k | 76.03 |
| 2022-03-31 | $316k | 3.6k | 87.46 |
| 2021-12-31 | $344k | 3.5k | 98.15 |
| 2021-09-30 | $341k | 3.5k | 97.32 |
| 2021-06-30 | $321k | 3.5k | 91.69 |
| 2021-03-31 | $310k | 4.0k | 77.67 |
| 2020-12-31 | $245k | 3.6k | 68.42 |
| 2020-09-30 | $171k | 3.5k | 48.35 |
| 2020-06-30 | $168k | 33k | 5.17 |
| 2020-03-31 | $111k | 3.3k | 34.00 |
| 2019-12-31 | $212k | 4.2k | 51.11 |
| 2019-09-30 | $175k | 4.1k | 42.50 |
| 2019-06-30 | $181k | 4.1k | 43.81 |
| 2019-03-31 | $174k | 4.1k | 42.20 |
| 2018-12-31 | $119k | 3.0k | 39.40 |
| 2018-09-30 | $140k | 3.0k | 46.42 |