Morgan Stanley shares owned by IFG Advisory
Historical chart of IFG Advisory investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by IFG Advisory 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 Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.4M | 22k | 158.96 |
| 2025-06-30 | $3.1M | 22k | 140.86 |
| 2025-03-31 | $2.6M | 23k | 116.67 |
| 2024-12-31 | $2.6M | 21k | 125.72 |
| 2024-09-30 | $2.2M | 21k | 104.24 |
| 2024-06-30 | $2.0M | 20k | 97.19 |
| 2024-03-31 | $1.9M | 21k | 94.16 |
| 2023-12-31 | $1.9M | 20k | 93.26 |
| 2023-09-30 | $1.6M | 20k | 81.67 |
| 2023-06-30 | $1.7M | 20k | 85.40 |
| 2023-03-31 | $1.7M | 20k | 87.80 |
| 2022-12-31 | $1.3M | 15k | 85.00 |
| 2022-09-30 | $1.3M | 16k | 78.96 |
| 2022-06-30 | $506k | 6.7k | 75.94 |
| 2022-03-31 | $1.8M | 21k | 87.36 |
| 2021-12-31 | $2.2M | 22k | 98.16 |
| 2021-09-30 | $2.4M | 25k | 97.28 |
| 2021-06-30 | $2.1M | 23k | 91.67 |
| 2021-03-31 | $620k | 8.0k | 77.65 |
| 2020-12-31 | $465k | 6.8k | 68.45 |
| 2020-09-30 | $328k | 6.8k | 48.29 |
| 2020-06-30 | $339k | 7.0k | 48.28 |
| 2020-03-31 | $323k | 9.5k | 33.99 |
| 2018-09-30 | $259k | 5.6k | 46.42 |
| 2018-06-30 | $308k | 6.5k | 47.26 |
| 2018-03-31 | $345k | 6.4k | 53.81 |
| 2017-12-31 | $332k | 6.3k | 52.46 |