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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Quarterly reported holdings in Morgan Stanley by Laffer Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $334k | 1.9k | 177.53 |
| 2025-06-30 | $395k | 2.8k | 140.86 |
| 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 | $435k | 6.3k | 68.53 |
| 2020-09-30 | $428k | 8.9k | 48.35 |
| 2020-06-30 | $662k | 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 |
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