Morgan Stanley shares owned by Kovitz Investment Group Partners
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Kovitz Investment Group Partners
from 13F filings
Historical chart of Kovitz Investment Group Partners investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Kovitz Investment Group Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $23M | 241k | 97.26 |
| 2024-06-30 | $13M | 134k | 97.20 |
| 2024-03-31 | $11M | 113k | 94.16 |
| 2023-12-31 | $1.8M | 19k | 93.25 |
| 2023-09-30 | $2.1M | 26k | 81.67 |
| 2023-06-30 | $1.6M | 19k | 85.40 |
| 2023-03-31 | $1.7M | 19k | 87.82 |
| 2022-12-31 | $1.7M | 21k | 85.03 |
| 2022-09-30 | $1.6M | 21k | 78.99 |
| 2022-06-30 | $1.5M | 20k | 76.05 |
| 2022-03-31 | $18M | 21k | 858.99 |
| 2021-12-31 | $92M | 24k | 3880.20 |
| 2021-09-30 | $96M | 25k | 3853.30 |
| 2021-06-30 | $83M | 25k | 3319.78 |
| 2021-03-31 | $19M | 27k | 700.67 |
| 2020-12-31 | $39M | 24k | 1637.78 |
| 2020-09-30 | $999k | 21k | 48.35 |
| 2020-03-31 | $292k | 8.6k | 33.98 |
| 2019-12-31 | $2.1M | 42k | 51.13 |
| 2019-09-30 | $1.9M | 45k | 42.66 |
| 2019-06-30 | $1.6M | 38k | 43.81 |
| 2019-03-31 | $1.2M | 28k | 42.21 |
| 2018-12-31 | $288k | 7.3k | 39.69 |
| 2017-12-31 | $219k | 4.2k | 52.52 |
| 2017-09-30 | $205k | 4.3k | 48.18 |
More positions owned by Kovitz Investment Group Partners
View all positions for Kovitz Investment Group Partners