Morgan Stanley shares owned by Ibex Wealth Advisors
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Ibex Wealth Advisors
from 13F filings
Historical chart of Ibex Wealth Advisors investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Ibex Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.2M | 33k | 158.96 |
| 2025-06-30 | $1.3M | 9.3k | 140.87 |
| 2024-12-31 | $503k | 4.0k | 125.73 |
| 2024-06-30 | $166k | 1.7k | 97.21 |
| 2024-03-31 | $570k | 6.7k | 84.99 |
| 2022-12-31 | $570k | 6.7k | 84.99 |
| 2022-03-31 | $447k | 5.1k | 87.44 |
| 2021-12-31 | $2.8M | 29k | 98.15 |
| 2021-09-30 | $2.7M | 27k | 97.33 |
| 2021-06-30 | $2.4M | 26k | 91.69 |
| 2021-03-31 | $1.9M | 25k | 77.65 |
| 2020-12-31 | $2.0M | 29k | 68.52 |
| 2020-09-30 | $1.2M | 26k | 48.34 |
| 2020-06-30 | $1.1M | 24k | 48.29 |
| 2018-09-30 | $3.5M | 75k | 46.63 |
| 2018-06-30 | $4.9M | 93k | 52.71 |
| 2018-03-31 | $4.9M | 93k | 52.71 |
| 2017-12-31 | $4.7M | 88k | 52.88 |
| 2017-09-30 | $4.4M | 89k | 49.38 |
| 2017-06-30 | $4.1k | 217 | 18.81 |
| 2017-03-31 | $3.4M | 81k | 41.74 |
| 2016-12-31 | $3.2M | 75k | 42.59 |