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Morgan Stanley shares owned by LGT Financial Advisors

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by LGT Financial Advisors from 13F filings

Historical chart of LGT Financial Advisors investment in Morgan Stanley

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All positions including Morgan Stanley held by LGT Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by LGT Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $18k 116 158.96
2025-06-30 $16k 116 140.86
2024-06-30 $9.2k 95 97.19
2023-09-30 $25k 300 81.67

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Ishares Tr Eafe Value Etf (EFV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
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Ishares Tr Core Total Usd (IUSB)
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Ishares Tr S&p 100 Etf (OEF)
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Vanguard Index Fds Total Stk Mkt (VTI)
Exxon Mobil Corporation (XOM)
Ishares Tr Russell 3000 Etf (IWV)

View all positions for LGT Financial Advisors

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
Vanguard Group
State Street Corporation
BlackRock
Jpmorgan Chase & Co
Capital Research and Management Company - Division 3
Geode Capital Management
FMR
Fisher Investments
Capital Research Global Investors
Wellington Management Company
Goldman Sachs Group
UBS Group
Ameriprise Financial
Massachusetts Financial Services

View all funds holding Morgan Stanley