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Morgan Stanley shares owned by KCM Investment Advisors

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by KCM Investment Advisors from 13F filings

Historical chart of KCM Investment Advisors investment in Morgan Stanley

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All positions including Morgan Stanley held by KCM Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by KCM Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $2.5M 31k 81.67
2023-06-30 $2.7M 32k 85.40
2023-03-31 $2.9M 33k 87.80
2022-12-31 $3.0M 35k 85.02
2022-09-30 $2.7M 34k 79.02
2022-06-30 $2.6M 35k 76.05
2022-03-31 $3.1M 36k 87.39
2021-12-31 $3.6M 37k 98.16
2021-09-30 $3.5M 36k 97.30
2021-06-30 $3.3M 36k 91.70
2021-03-31 $2.9M 38k 77.66
2020-12-31 $2.4M 36k 68.52
2020-09-30 $1.7M 36k 48.34
2020-06-30 $1.8M 37k 48.30
2020-03-31 $1.4M 40k 34.00
2019-12-31 $2.5M 49k 51.13
2019-09-30 $2.1M 49k 42.68
2019-06-30 $2.3M 52k 43.81
2019-03-31 $2.2M 53k 42.20
2018-12-31 $1.9M 48k 39.66
2018-09-30 $2.3M 49k 46.57
2018-06-30 $2.7M 58k 47.40
2018-03-31 $3.3M 61k 53.96
2017-12-31 $3.2M 62k 52.47
2017-09-30 $3.4M 70k 48.17
2017-06-30 $3.3M 74k 44.56
2017-03-31 $3.4M 80k 42.84
2016-12-31 $3.5M 82k 42.25
2016-09-30 $2.5M 78k 32.06
2016-06-30 $2.0M 77k 25.98
2016-03-31 $1.8M 71k 25.01
2015-12-31 $2.3M 73k 31.81
2015-09-30 $2.6M 81k 31.51
2015-06-30 $3.1M 79k 38.79
2015-03-31 $2.6M 74k 35.69
2014-12-31 $1.7M 44k 38.80
2014-09-30 $1.2M 34k 34.58
2014-06-30 $946k 29k 32.31
2014-03-31 $503k 16k 31.19