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Morgan Stanley shares owned by LLBH Private Wealth Management

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by LLBH Private Wealth Management from 13F filings

Historical chart of LLBH Private Wealth Management investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

All positions including Morgan Stanley held by LLBH Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by LLBH Private Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $632k 4.0k 158.97
2025-06-30 $624k 4.4k 140.85
2025-03-31 $392k 3.4k 116.68

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