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Morgan Stanley shares owned by Legacy Wealth Partners

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Legacy Wealth Partners from 13F filings

Historical chart of Legacy Wealth Partners investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

All positions including Morgan Stanley held by Legacy Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Legacy Wealth Partners

Quarter filed Position value Share count Share price at filing
2021-06-30 $1.1M 12k 91.72

More positions owned by Legacy Wealth Partners

Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p500 Etf (IVV)
Columbia Etf Tr I Diversifid Fxd (DIAL)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Broadmark Rlty Cap
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Jpmorgan Usd Emg (EMB)
Spdr Ser Tr Bloomberg Brclys (JNK)

View all positions for Legacy Wealth Partners

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
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Fisher Investments
Massachusetts Financial Services
UBS Group
Royal Bank of Canada
T. Rowe Price Associates
Goldman Sachs Group
Bank of New York Mellon
Citadel Advisors
Legal & General Group
Norges Bank Investment Management

View all funds holding Morgan Stanley