Morgan Stanley shares owned by Legacy Advisors
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Legacy Advisors
from 13F filings
Historical chart of Legacy Advisors investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Legacy Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $347k | 2.2k | 158.93 |
| 2025-03-31 | $830k | 7.1k | 116.67 |
| 2024-12-31 | $819k | 6.5k | 125.72 |
| 2024-09-30 | $598k | 5.7k | 104.24 |
| 2024-06-30 | $481k | 4.9k | 97.19 |
| 2024-03-31 | $353k | 3.7k | 94.16 |
| 2023-12-31 | $314k | 3.4k | 93.25 |
| 2019-03-31 | $9.0k | 218 | 41.28 |
| 2018-09-30 | $19k | 417 | 45.56 |
| 2018-06-30 | $20k | 417 | 47.96 |
| 2018-03-31 | $12k | 218 | 55.05 |
| 2017-12-31 | $11k | 218 | 50.46 |
| 2017-09-30 | $10k | 218 | 45.87 |