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Morgan Stanley shares owned by Laffer Investments

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Laffer Investments from 13F filings

Historical chart of Laffer Investments investment in Morgan Stanley

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All positions including Morgan Stanley held by Laffer Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Laffer Investments

Quarter filed Position value Share count Share price at filing
2024-09-30 $295k 2.8k 104.24
2024-06-30 $275k 2.8k 97.19
2024-03-31 $145k 1.5k 94.16
2023-12-31 $79k 845 93.25
2023-09-30 $61k 743 81.67
2023-06-30 $118k 1.4k 85.40
2023-03-31 $124k 1.4k 87.80
2022-12-31 $121k 1.4k 85.02
2022-09-30 $112k 1.4k 79.01
2022-06-30 $107k 1.4k 76.06
2022-03-31 $123k 1.4k 87.40
2021-12-31 $139k 1.4k 98.16
2021-09-30 $138k 1.4k 97.31
2021-06-30 $84k 911 91.69
2021-03-31 $405k 5.2k 77.66
2020-12-31 $504k 7.4k 67.84
2020-09-30 $427k 8.8k 48.35
2020-06-30 $656k 14k 48.30
2020-03-31 $994k 29k 34.00
2019-12-31 $1.5M 28k 51.12
2019-09-30 $3.6k 84 42.67
2017-12-31 $2.8M 53k 52.47
2017-09-30 $2.5M 53k 48.17
2017-06-30 $2.5M 56k 44.56
2017-03-31 $2.4M 56k 42.84
2016-12-31 $2.4M 56k 42.25
2016-09-30 $1.9M 60k 32.06
2016-06-30 $1.6M 60k 25.98
2016-03-31 $1.6M 63k 25.01
2015-12-31 $2.0M 63k 31.81
2015-09-30 $2.0M 63k 31.50
2015-06-30 $2.4M 63k 38.79
2015-03-31 $3.4M 95k 35.69
2014-12-31 $3.7M 95k 38.80
2014-09-30 $3.3M 95k 34.57
2014-06-30 $3.1M 95k 32.33
2014-03-31 $3.1M 100k 31.17
2013-12-31 $3.1M 100k 31.36
2013-09-30 $2.6M 96k 26.95
2011-03-31 $3.2M 118k 27.32
2010-12-31 $3.2M 118k 27.21