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Morgan Stanley shares owned by Independent Investors

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Independent Investors from 13F filings

Historical chart of Independent Investors investment in Morgan Stanley

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All positions including Morgan Stanley held by Independent Investors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Independent Investors

Quarter filed Position value Share count Share price at filing
2024-03-31 $705k 7.5k 94.16
2023-12-31 $698k 7.5k 93.25
2023-09-30 $622k 7.6k 81.67
2023-06-30 $650k 7.6k 85.40
2023-03-31 $721k 8.2k 87.80
2022-12-31 $699k 8.2k 85.02
2022-09-30 $649k 8.2k 78.99
2022-06-30 $625k 8.2k 76.07
2022-03-31 $718k 8.2k 87.39
2021-12-31 $806k 8.2k 98.10
2021-09-30 $848k 8.7k 97.29
2021-06-30 $753k 8.2k 91.65
2021-03-31 $638k 8.2k 77.65
2020-12-31 $556k 8.1k 68.51
2020-09-30 $344k 7.1k 48.34
2020-06-30 $343k 7.1k 48.20
2020-03-31 $241k 7.1k 33.87
2019-12-31 $363k 7.1k 51.01
2019-09-30 $299k 7.0k 42.62
2018-03-31 $223k 4.2k 53.73
2017-12-31 $243k 4.7k 52.26
2017-09-30 $223k 4.7k 47.96
2017-06-30 $207k 4.7k 44.52
2017-03-31 $237k 5.6k 42.70
2016-12-31 $234k 5.6k 42.16
2015-09-30 $576k 18k 31.48
2015-06-30 $694k 18k 38.77
2015-03-31 $638k 18k 35.64
2014-12-31 $628k 16k 38.77
2014-09-30 $584k 17k 34.56
2014-06-30 $546k 17k 32.31
2014-03-31 $526k 17k 31.12
2013-12-31 $492k 16k 31.34
2013-09-30 $409k 15k 26.91
2013-06-30 $392k 16k 24.39
2013-03-31 $374M 17k 21967.69
2012-12-31 $335M 18k 19115.55
2012-09-30 $304M 18k 16726.27
2012-06-30 $301M 21k 14558.65
2012-03-31 $406M 21k 19637.24
2011-12-31 $320M 21k 15112.16
2011-09-30 $260M 19k 13488.98
2011-06-30 $445M 19k 22967.74
2011-03-31 $529M 19k 27303.23
2010-12-31 $527k 19k 27.20