Morgan Stanley shares owned by Lido Advisors
Historical chart of Lido Advisors investment in Morgan Stanley
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All positions including Morgan Stanley held by Lido Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Morgan Stanley by Lido Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $6.4M | 66k | 97.19 |
| 2024-03-31 | $5.9M | 62k | 94.15 |
| 2023-12-31 | $6.8M | 73k | 93.25 |
| 2023-09-30 | $5.4M | 66k | 81.67 |
| 2023-06-30 | $5.5M | 65k | 85.40 |
| 2023-03-31 | $5.0M | 57k | 87.80 |
| 2022-12-31 | $3.0M | 35k | 85.02 |
| 2022-09-30 | $2.6M | 34k | 79.00 |
| 2022-06-30 | $2.6M | 34k | 75.94 |
| 2022-03-31 | $3.5M | 40k | 87.19 |
| 2021-12-31 | $3.5M | 36k | 98.14 |
| 2021-09-30 | $1.3M | 13k | 100.20 |
| 2021-06-30 | $718k | 7.8k | 91.73 |
| 2021-03-31 | $717k | 9.2k | 77.70 |
| 2020-12-31 | $229k | 3.3k | 68.46 |
| 2019-12-31 | $215k | 4.2k | 51.15 |