Morgan Stanley shares owned by Kingswood Wealth Advisors
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Kingswood Wealth Advisors
from 13F filings
Historical chart of Kingswood Wealth Advisors investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Kingswood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Morgan Stanley by Kingswood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.5M | 14k | 104.24 |
| 2024-06-30 | $1.0M | 11k | 97.20 |
| 2024-03-31 | $985k | 11k | 94.17 |
| 2023-12-31 | $1.0M | 11k | 93.25 |
| 2023-09-30 | $1.0M | 12k | 81.67 |