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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Quarterly reported holdings in Morgan Stanley by Lee, Danner & Bass
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $924k | 5.8k | 158.96 |
| 2025-06-30 | $821k | 5.8k | 140.86 |
| 2025-03-31 | $772k | 6.6k | 116.67 |
| 2024-12-31 | $832k | 6.6k | 125.72 |
| 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 |