Morgan Stanley shares owned by Legacy Capital Group California
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Legacy Capital Group California
from 13F filings
Historical chart of Legacy Capital Group California investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Legacy Capital Group California consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Morgan Stanley by Legacy Capital Group California
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $803k | 5.1k | 158.96 |
| 2025-06-30 | $712k | 5.1k | 140.86 |
| 2025-03-31 | $612k | 5.2k | 116.67 |
| 2024-12-31 | $667k | 5.3k | 125.72 |
| 2024-09-30 | $558k | 5.4k | 104.24 |
| 2024-06-30 | $559k | 5.7k | 97.19 |
| 2024-03-31 | $536k | 5.7k | 94.16 |
| 2023-12-31 | $551k | 5.9k | 93.25 |
| 2023-09-30 | $484k | 5.9k | 81.67 |
| 2023-06-30 | $501k | 5.9k | 85.40 |
| 2023-03-31 | $503k | 5.7k | 87.80 |
More positions owned by Legacy Capital Group California
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