Morgan Stanley shares owned by Heron Financial Group
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Heron Financial Group
from 13F filings
Historical chart of Heron Financial Group investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Heron Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $2.2M | 25k | 85.40 |
| 2023-03-31 | $2.2M | 25k | 87.80 |
| 2022-12-31 | $2.3M | 27k | 85.92 |
| 2022-09-30 | $2.1M | 27k | 79.01 |
| 2022-06-30 | $2.0M | 26k | 76.07 |
| 2022-03-31 | $2.3M | 26k | 87.41 |
| 2021-12-31 | $2.8M | 27k | 103.95 |
| 2021-09-30 | $2.8M | 29k | 97.30 |
| 2021-06-30 | $2.6M | 28k | 91.69 |
| 2021-03-31 | $2.2M | 29k | 78.22 |
| 2020-12-31 | $2.1M | 28k | 74.95 |
| 2020-09-30 | $1.4M | 28k | 48.58 |
| 2020-06-30 | $1.3M | 26k | 49.79 |
| 2020-03-31 | $1.0M | 26k | 39.87 |
| 2019-12-31 | $1.4M | 26k | 55.80 |