Morgan Stanley shares owned by Legacy Financial Advisors
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Legacy Financial Advisors
from 13F filings
Historical chart of Legacy Financial Advisors investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Legacy Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $981k | 6.2k | 158.95 |
| 2025-06-30 | $868k | 6.2k | 140.85 |
| 2025-03-31 | $701k | 6.0k | 116.66 |
| 2024-12-31 | $799k | 6.4k | 125.71 |
| 2024-09-30 | $623k | 6.0k | 104.24 |
| 2024-06-30 | $680k | 7.0k | 97.19 |
| 2024-03-31 | $555k | 5.9k | 94.16 |
| 2023-12-31 | $543k | 5.8k | 93.26 |
| 2023-09-30 | $454k | 5.6k | 81.67 |
| 2023-06-30 | $483k | 5.7k | 85.40 |
| 2023-03-31 | $506k | 5.8k | 87.81 |
| 2022-12-31 | $497k | 5.8k | 85.01 |
| 2022-09-30 | $369k | 4.7k | 79.02 |
| 2022-06-30 | $313k | 4.1k | 75.93 |
| 2022-03-31 | $408k | 4.7k | 87.44 |
| 2021-12-31 | $448k | 4.6k | 98.20 |
| 2021-09-30 | $434k | 4.5k | 97.31 |
| 2021-06-30 | $349k | 3.8k | 91.72 |
| 2021-03-31 | $287k | 3.7k | 77.53 |
| 2020-12-31 | $239k | 3.5k | 68.60 |
| 2019-03-31 | $175k | 4.1k | 42.30 |
| 2018-12-31 | $126k | 3.2k | 39.52 |
| 2018-09-30 | $203k | 4.4k | 46.43 |
| 2018-06-30 | $209k | 4.3k | 48.17 |
| 2018-03-31 | $147k | 2.7k | 53.83 |
| 2017-12-31 | $143k | 2.7k | 52.29 |