Morgan Stanley shares owned by Kestra Private Wealth Services
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Kestra Private Wealth Services
from 13F filings
Historical chart of Kestra Private Wealth Services investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Kestra Private Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $13M | 129k | 104.24 |
| 2024-06-30 | $13M | 133k | 97.19 |
| 2024-03-31 | $12M | 122k | 94.16 |
| 2023-12-31 | $10M | 112k | 93.25 |
| 2023-09-30 | $7.5M | 92k | 81.67 |
| 2023-06-30 | $6.7M | 79k | 85.40 |
| 2023-03-31 | $6.7M | 77k | 87.80 |
| 2022-12-31 | $6.5M | 76k | 85.02 |
| 2022-09-30 | $2.5M | 32k | 79.01 |
| 2022-06-30 | $2.1M | 27k | 76.06 |
| 2022-03-31 | $2.6M | 30k | 87.39 |
| 2021-12-31 | $2.3M | 24k | 98.15 |
| 2021-09-30 | $1.7M | 18k | 97.33 |
| 2021-06-30 | $1.8M | 20k | 91.68 |
| 2021-03-31 | $1.5M | 20k | 77.64 |
| 2020-12-31 | $1.2M | 18k | 67.82 |
| 2020-09-30 | $485k | 10k | 48.33 |
More positions owned by Kestra Private Wealth Services
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