Morgan Stanley shares owned by Lantz Financial
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Lantz Financial
from 13F filings
Historical chart of Lantz Financial investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Lantz Financial consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Morgan Stanley by Lantz Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $207k | 1.3k | 164.57 |
| 2025-06-30 | $254k | 1.8k | 140.86 |
| 2025-03-31 | $201k | 1.7k | 116.67 |
| 2024-12-31 | $241k | 1.9k | 125.72 |
| 2024-09-30 | $220k | 2.1k | 104.24 |