Morgan Stanley shares owned by Lebenthal Global Advisors
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Lebenthal Global Advisors
from 13F filings
Historical chart of Lebenthal Global Advisors investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Lebenthal Global Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $695k | 3.9k | 177.46 |
| 2025-09-30 | $542k | 3.4k | 158.96 |
| 2025-06-30 | $694k | 4.9k | 140.86 |
| 2025-03-31 | $552k | 4.7k | 116.68 |
| 2024-12-31 | $420k | 3.3k | 125.70 |
| 2024-09-30 | $515k | 4.9k | 104.23 |
| 2024-06-30 | $492k | 5.1k | 97.20 |
| 2024-03-31 | $579k | 6.1k | 94.17 |
| 2023-12-31 | $548k | 5.9k | 93.25 |
| 2023-09-30 | $523k | 6.4k | 81.67 |
| 2023-06-30 | $409k | 4.8k | 85.40 |
| 2023-03-31 | $458k | 5.2k | 87.80 |
| 2022-12-31 | $695k | 8.2k | 85.02 |
| 2022-09-30 | $766k | 9.7k | 78.98 |
| 2022-06-30 | $841k | 11k | 76.02 |
| 2022-03-31 | $571k | 6.5k | 87.35 |
| 2021-12-31 | $369k | 3.8k | 98.11 |
| 2021-09-30 | $362k | 3.7k | 97.21 |
| 2021-06-30 | $347k | 3.8k | 91.48 |
| 2021-03-31 | $307k | 4.0k | 77.62 |
| 2020-12-31 | $339k | 5.0k | 68.44 |