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Morgan Stanley shares owned by Live Oak Investment Partners

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Live Oak Investment Partners from 13F filings

Historical chart of Live Oak Investment Partners investment in Morgan Stanley

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All positions including Morgan Stanley held by Live Oak Investment Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Live Oak Investment Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.3k 70 104.24
2024-06-30 $6.8k 70 97.19
2023-12-31 $6.5k 70 93.26
2023-09-30 $5.7k 70 81.67
2023-06-30 $6.0k 70 85.40
2023-03-31 $6.1k 70 87.80
2022-12-31 $6.0k 70 85.01