Morgan Stanley shares owned by Lake Street Advisors Group
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Lake Street Advisors Group
from 13F filings
Historical chart of Lake Street Advisors Group investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Lake Street Advisors Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Morgan Stanley by Lake Street Advisors Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $2.8M | 35k | 81.67 |
| 2023-06-30 | $3.0M | 35k | 85.40 |
| 2023-03-31 | $1.6M | 18k | 87.79 |
| 2022-12-31 | $1.0M | 12k | 85.01 |
| 2022-09-30 | $1.0M | 13k | 79.02 |
| 2022-06-30 | $1.0M | 14k | 76.04 |
| 2022-03-31 | $1.2M | 13k | 87.38 |
| 2021-12-31 | $1.2M | 12k | 98.20 |
| 2021-09-30 | $1.2M | 12k | 97.33 |
| 2021-06-30 | $846k | 8.1k | 104.66 |
| 2021-03-31 | $623k | 8.0k | 77.61 |
| 2020-12-31 | $549k | 8.0k | 68.58 |
| 2020-09-30 | $315k | 6.5k | 48.31 |
| 2020-06-30 | $301k | 6.2k | 48.35 |
| 2020-03-31 | $220k | 6.5k | 33.93 |
| 2019-12-31 | $224k | 4.4k | 51.03 |
| 2018-06-30 | $302k | 6.4k | 47.42 |
| 2018-03-31 | $384k | 7.1k | 53.92 |
| 2017-12-31 | $403k | 7.7k | 52.51 |
More positions owned by Lake Street Advisors Group
View all positions for Lake Street Advisors Group