Morgan Stanley shares owned by Lincluden Management
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Lincluden Management
from 13F filings
Historical chart of Lincluden Management investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Lincluden Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $5.2M | 42k | 125.72 |
| 2024-09-30 | $4.7M | 45k | 104.24 |
| 2024-06-30 | $4.3M | 44k | 97.19 |
| 2024-03-31 | $4.2M | 44k | 94.16 |
| 2023-12-31 | $3.4M | 36k | 93.26 |
| 2023-09-30 | $3.0M | 36k | 81.67 |
| 2023-06-30 | $3.1M | 37k | 85.41 |
| 2023-03-31 | $3.2M | 37k | 87.79 |
| 2022-12-31 | $3.2M | 38k | 85.02 |
| 2022-09-30 | $3.0M | 38k | 79.00 |
| 2022-06-30 | $2.9M | 39k | 76.05 |
| 2022-03-31 | $3.5M | 40k | 87.41 |
| 2021-12-31 | $4.0M | 40k | 98.17 |
| 2021-09-30 | $4.0M | 41k | 97.30 |
| 2021-06-30 | $4.0M | 44k | 91.68 |
| 2021-03-31 | $3.5M | 45k | 77.67 |
| 2020-12-31 | $3.3M | 48k | 68.52 |
| 2020-09-30 | $2.5M | 52k | 48.35 |
| 2020-06-30 | $2.6M | 54k | 48.31 |
| 2020-03-31 | $1.9M | 56k | 33.99 |
| 2019-12-31 | $2.7M | 53k | 51.12 |
| 2019-09-30 | $1.8M | 41k | 42.66 |
| 2019-06-30 | $2.1M | 49k | 43.81 |
| 2019-03-31 | $2.0M | 49k | 42.20 |
| 2018-12-31 | $1.8M | 46k | 39.65 |
| 2018-09-30 | $2.3M | 50k | 46.57 |
| 2018-06-30 | $6.9M | 147k | 47.40 |
| 2018-03-31 | $7.7M | 143k | 53.96 |
| 2017-12-31 | $8.6M | 165k | 52.47 |
| 2017-09-30 | $8.3M | 171k | 48.17 |
| 2017-06-30 | $7.6M | 172k | 44.56 |
| 2017-03-31 | $7.5M | 174k | 42.84 |
| 2016-12-31 | $11M | 258k | 42.25 |
| 2016-09-30 | $7.3M | 227k | 32.06 |
| 2016-06-30 | $5.9M | 225k | 25.98 |
| 2016-03-31 | $5.6M | 224k | 25.01 |
| 2015-12-31 | $7.0M | 222k | 31.81 |
| 2015-09-30 | $7.9M | 250k | 31.50 |
| 2015-06-30 | $11M | 286k | 38.79 |
| 2015-03-31 | $11M | 319k | 35.69 |
| 2014-12-31 | $13M | 332k | 38.80 |
| 2014-09-30 | $12M | 347k | 34.57 |
| 2014-06-30 | $11M | 346k | 32.33 |
| 2014-03-31 | $10M | 326k | 31.17 |
| 2013-12-31 | $9.9M | 316k | 31.36 |
| 2013-09-30 | $10M | 379k | 26.95 |
| 2013-06-30 | $9.2M | 389k | 23.66 |
| 2011-09-30 | $11M | 788k | 13.51 |