Morgan Stanley shares owned by Lake Street Financial
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Lake Street Financial
from 13F filings
Historical chart of Lake Street Financial investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Lake Street Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $542k | 5.8k | 94.16 |
| 2023-12-31 | $573k | 6.1k | 93.25 |
| 2023-09-30 | $550k | 6.7k | 82.19 |
| 2023-06-30 | $567k | 6.6k | 85.40 |
| 2023-03-31 | $605k | 6.9k | 87.79 |
| 2022-12-31 | $566k | 6.7k | 85.03 |
| 2022-09-30 | $671k | 8.5k | 78.96 |
| 2022-06-30 | $881k | 12k | 76.07 |
| 2022-03-31 | $897k | 10k | 87.42 |
| 2021-12-31 | $1.0M | 10k | 98.20 |