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Morgan Stanley shares owned by Lee, Danner & Bass

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Lee, Danner & Bass from 13F filings

Historical chart of Lee, Danner & Bass investment in Morgan Stanley

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All positions including Morgan Stanley held by Lee, Danner & Bass consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Lee, Danner & Bass

Quarter filed Position value Share count Share price at filing
2024-09-30 $674k 6.5k 104.29
2024-06-30 $628k 6.5k 97.17
2023-12-31 $603k 6.5k 93.30
2023-09-30 $530k 6.5k 81.69
2023-06-30 $554k 6.5k 85.39
2023-03-31 $569k 6.5k 87.88
2022-12-31 $551k 6.5k 85.10
2022-09-30 $512k 6.5k 79.07
2022-06-30 $492k 6.5k 75.98
2022-03-31 $566k 6.5k 87.41
2021-12-31 $636k 6.5k 98.22
2021-09-30 $630k 6.5k 97.30
2021-06-30 $594k 6.5k 91.74
2021-03-31 $503k 6.5k 77.68
2020-12-31 $444k 6.5k 68.57
2020-09-30 $313k 6.5k 48.34
2020-06-30 $313k 6.5k 48.34
2020-03-31 $220k 6.5k 33.98
2019-12-31 $331k 6.5k 51.12
2019-09-30 $276k 6.5k 42.63
2019-06-30 $284k 6.5k 43.86
2019-03-31 $273k 6.5k 42.16
2018-12-31 $300k 7.6k 39.71
2018-09-30 $403k 8.7k 46.59
2018-06-30 $437k 8.7k 50.52
2018-03-31 $478k 8.9k 54.01
2017-12-31 $464k 8.9k 52.43
2017-09-30 $427k 8.9k 48.18
2017-06-30 $387k 8.7k 44.56
2017-03-31 $372k 8.7k 42.83
2016-12-31 $366k 8.7k 42.25
2016-09-30 $278k 8.7k 32.09
2016-06-30 $225k 8.7k 25.97
2015-06-30 $233k 6.0k 38.83
2015-03-31 $321k 9.0k 35.67
2014-12-31 $349k 9.0k 38.78
2014-09-30 $311k 9.0k 34.56
2014-06-30 $291k 9.0k 32.33
2014-03-31 $281k 9.0k 31.22
2013-12-31 $282k 9.0k 31.33
2013-09-30 $256k 9.5k 26.95
2013-06-30 $232k 9.5k 24.42
2013-03-31 $209k 9.5k 22.00
2011-12-31 $165k 11k 15.10
2011-09-30 $148k 11k 13.54
2011-06-30 $219k 9.5k 23.05
2011-03-31 $260k 9.5k 27.37