Lane & Associates »

Morgan Stanley shares owned by Lane & Associates

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Lane & Associates from 13F filings

Historical chart of Lane & Associates investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

All positions including Morgan Stanley held by Lane & Associates consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Morgan Stanley by Lane & Associates

Quarter filed Position value Share count Share price at filing
2024-09-30 $308k 3.0k 104.23

More positions owned by Lane & Associates

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Eafe Grwth Etf (EFG)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)
Microsoft Corporation (MSFT)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)
Vanguard Whitehall Fds High Div Yld (VYM)
Apple (AAPL)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Lane & Associates

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
State Street Corporation
Vanguard Group
BlackRock
BlackRock
Jpmorgan Chase & Co
Capital Research and Management Company - Division 3
Geode Capital Management
Bank of America Corporation
Fisher Investments
Massachusetts Financial Services
Goldman Sachs Group
Capital Research Global Investors
T. Rowe Price Associates
Northern Trust

View all funds holding Morgan Stanley