Morgan Stanley shares owned by Institute For Wealth Management
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Institute For Wealth Management
from 13F filings
Historical chart of Institute For Wealth Management investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Institute For Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.7M | 17k | 158.96 |
| 2025-06-30 | $2.4M | 17k | 140.86 |
| 2025-03-31 | $2.0M | 17k | 116.67 |
| 2024-12-31 | $2.2M | 17k | 125.72 |
| 2024-09-30 | $1.8M | 17k | 104.24 |
| 2024-06-30 | $1.7M | 18k | 97.19 |
| 2024-03-31 | $1.6M | 18k | 94.16 |
| 2023-12-31 | $1.6M | 18k | 93.25 |
| 2023-09-30 | $1.4M | 17k | 81.67 |
| 2023-06-30 | $1.5M | 17k | 85.40 |
| 2023-03-31 | $1.5M | 17k | 87.80 |
| 2022-12-31 | $1.5M | 17k | 85.02 |
| 2022-09-30 | $1.4M | 18k | 79.00 |
| 2022-06-30 | $1.4M | 18k | 76.06 |
| 2022-03-31 | $1.6M | 18k | 87.39 |
| 2021-12-31 | $1.8M | 18k | 98.18 |
| 2021-09-30 | $1.8M | 18k | 97.30 |
| 2021-06-30 | $1.4M | 16k | 91.68 |
| 2021-03-31 | $1.2M | 16k | 77.66 |
| 2020-12-31 | $1.1M | 16k | 68.51 |
| 2020-09-30 | $740k | 15k | 48.24 |
| 2020-06-30 | $736k | 15k | 48.31 |
| 2020-03-31 | $509k | 15k | 33.99 |
| 2019-12-31 | $788k | 15k | 51.13 |
| 2019-09-30 | $663k | 16k | 42.64 |
| 2019-06-30 | $681k | 16k | 43.80 |
| 2019-03-31 | $661k | 16k | 42.23 |
| 2018-09-30 | $722k | 15k | 48.03 |
| 2018-06-30 | $828k | 18k | 47.14 |
| 2018-03-31 | $908k | 18k | 51.71 |
| 2017-12-31 | $824k | 16k | 52.40 |
| 2017-09-30 | $805k | 17k | 48.30 |
| 2017-06-30 | $732k | 17k | 44.25 |
More positions owned by Institute For Wealth Management
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