Morgan Stanley shares owned by Lakeview Capital Partners
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Lakeview Capital Partners
from 13F filings
Historical chart of Lakeview Capital Partners investment in Morgan Stanley
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All positions including Morgan Stanley held by Lakeview Capital Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Morgan Stanley by Lakeview Capital Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.5M | 14k | 104.24 |
| 2024-06-30 | $1.8M | 20k | 94.16 |
| 2024-03-31 | $1.8M | 20k | 94.16 |
| 2023-12-31 | $1.8M | 19k | 93.25 |
| 2023-09-30 | $1.6M | 19k | 81.67 |
| 2023-06-30 | $1.5M | 18k | 85.40 |
| 2023-03-31 | $2.0M | 24k | 82.63 |
| 2022-12-31 | $2.2M | 23k | 95.96 |
| 2022-09-30 | $2.4M | 30k | 79.00 |
| 2022-06-30 | $533k | 7.0k | 76.05 |
| 2022-03-31 | $548k | 6.3k | 87.43 |
| 2021-12-31 | $483k | 4.9k | 98.23 |
| 2021-09-30 | $541k | 5.6k | 97.23 |
| 2021-06-30 | $522k | 5.7k | 91.77 |
| 2021-03-31 | $678k | 8.7k | 77.64 |
| 2020-12-31 | $433k | 6.3k | 68.50 |
| 2018-09-30 | $215k | 4.6k | 46.59 |
| 2016-03-31 | $566k | 23k | 25.00 |
| 2015-03-31 | $305k | 8.5k | 35.74 |
| 2014-12-31 | $353k | 9.1k | 38.83 |