Morgan Stanley shares owned by Institutional & Family Asset Management
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Institutional & Family Asset Management
from 13F filings
Historical chart of Institutional & Family Asset Management investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Institutional & Family Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Morgan Stanley by Institutional & Family Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $4.5M | 48k | 94.16 |
| 2023-12-31 | $4.8M | 52k | 93.25 |
| 2023-09-30 | $4.3M | 52k | 81.67 |
| 2023-06-30 | $4.4M | 52k | 85.40 |
| 2023-03-31 | $4.6M | 52k | 87.80 |
| 2022-12-31 | $4.8M | 57k | 85.02 |
| 2022-09-30 | $4.5M | 57k | 79.01 |
| 2022-06-30 | $3.5M | 46k | 76.05 |
| 2022-03-31 | $3.8M | 43k | 87.39 |
| 2021-12-31 | $4.2M | 43k | 98.16 |
| 2021-09-30 | $4.3M | 44k | 97.32 |
| 2021-06-30 | $4.4M | 48k | 91.69 |
| 2021-03-31 | $4.3M | 56k | 77.65 |
| 2020-12-31 | $3.0M | 44k | 68.53 |
| 2020-09-30 | $2.7M | 55k | 48.34 |
| 2020-06-30 | $3.6M | 75k | 48.30 |
| 2020-03-31 | $2.9M | 84k | 34.00 |
| 2019-12-31 | $3.1M | 60k | 51.12 |
| 2019-09-30 | $2.9M | 67k | 42.67 |
| 2019-06-30 | $2.9M | 66k | 43.81 |
| 2019-03-31 | $3.1M | 74k | 42.20 |
| 2018-12-31 | $2.8M | 70k | 39.64 |
| 2018-09-30 | $2.8M | 61k | 46.57 |
| 2018-06-30 | $2.9M | 60k | 47.40 |
| 2018-03-31 | $5.0k | 90 | 55.56 |
More positions owned by Institutional & Family Asset Management
View all positions for Institutional & Family Asset Management