Morgan Stanley shares owned by IFG Advisors
Historical chart of IFG Advisors investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by IFG Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Morgan Stanley by IFG Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.4M | 7.6k | 177.53 |
| 2025-09-30 | $1.2M | 7.6k | 158.96 |
| 2025-06-30 | $1.1M | 7.6k | 140.86 |
| 2025-03-31 | $809k | 6.9k | 116.67 |
| 2024-12-31 | $872k | 6.9k | 125.72 |
| 2024-09-30 | $723k | 6.9k | 104.24 |
| 2024-06-30 | $674k | 6.9k | 97.19 |
| 2024-03-31 | $653k | 6.9k | 94.16 |
| 2023-12-31 | $646k | 6.9k | 93.25 |
| 2023-09-30 | $566k | 6.9k | 81.67 |
| 2023-06-30 | $592k | 6.9k | 85.40 |
| 2023-03-31 | $609k | 6.9k | 87.80 |
| 2022-12-31 | $589k | 6.9k | 85.02 |
| 2022-09-30 | $548k | 6.9k | 79.05 |
| 2022-06-30 | $527k | 6.9k | 76.02 |
| 2022-03-31 | $606k | 6.9k | 87.42 |
| 2021-12-31 | $680k | 6.9k | 98.10 |
| 2021-09-30 | $675k | 6.9k | 97.37 |
| 2021-06-30 | $503k | 5.5k | 91.74 |
| 2021-03-31 | $387k | 5.0k | 77.66 |
| 2020-12-31 | $341k | 5.0k | 68.43 |
| 2020-09-30 | $242k | 5.0k | 48.57 |
| 2020-06-30 | $241k | 5.0k | 48.36 |
| 2019-12-31 | $255k | 5.0k | 51.17 |
| 2019-09-30 | $213k | 5.0k | 42.75 |