Morgan Stanley shares owned by Independent Advisor Alliance
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Independent Advisor Alliance
from 13F filings
Historical chart of Independent Advisor Alliance investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Independent Advisor Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.4M | 41k | 158.96 |
| 2025-06-30 | $5.6M | 40k | 140.86 |
| 2025-03-31 | $5.0M | 42k | 116.67 |
| 2024-12-31 | $5.4M | 43k | 125.72 |
| 2024-09-30 | $3.8M | 36k | 104.24 |
| 2024-06-30 | $3.6M | 37k | 97.19 |
| 2024-03-31 | $3.5M | 37k | 94.16 |
| 2023-12-31 | $3.5M | 37k | 93.25 |
| 2023-09-30 | $3.1M | 38k | 81.67 |
| 2023-06-30 | $3.4M | 40k | 85.40 |
| 2023-03-31 | $3.0M | 35k | 87.80 |
| 2022-12-31 | $3.4k | 40k | 0.09 |
| 2022-09-30 | $3.0M | 38k | 79.02 |
| 2022-06-30 | $2.4M | 32k | 76.05 |
| 2022-03-31 | $2.8M | 32k | 87.41 |
| 2021-12-31 | $2.6M | 27k | 98.15 |
| 2021-09-30 | $2.4M | 25k | 97.31 |
| 2021-06-30 | $1.9M | 21k | 91.68 |
| 2021-03-31 | $1.4M | 18k | 77.68 |
| 2020-12-31 | $1.2M | 18k | 68.51 |
| 2020-09-30 | $743k | 15k | 48.37 |
| 2020-06-30 | $670k | 14k | 48.28 |
| 2020-03-31 | $833k | 25k | 33.99 |
| 2019-12-31 | $1.4M | 28k | 51.11 |
| 2019-09-30 | $1.3M | 30k | 42.66 |
| 2019-06-30 | $1.3M | 29k | 43.83 |
| 2019-03-31 | $1.1M | 27k | 42.21 |
| 2018-12-31 | $845k | 21k | 39.66 |
| 2018-09-30 | $2.0M | 55k | 36.93 |
| 2018-06-30 | $1.7M | 48k | 36.27 |
| 2018-03-31 | $684k | 13k | 52.27 |
| 2017-12-31 | $447k | 8.4k | 52.94 |
| 2017-09-30 | $298k | 6.0k | 49.35 |
| 2017-06-30 | $258k | 5.6k | 45.93 |
| 2017-03-31 | $222k | 5.3k | 41.72 |
| 2016-12-31 | $208k | 4.9k | 42.54 |
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