Morgan Stanley shares owned by Lokken Investment Group
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Lokken Investment Group
from 13F filings
Historical chart of Lokken Investment Group investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Lokken Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $412k | 2.6k | 158.93 |
| 2025-06-30 | $362k | 2.6k | 140.86 |
| 2025-03-31 | $300k | 2.6k | 116.68 |
| 2024-12-31 | $379k | 3.0k | 125.70 |
| 2024-09-30 | $318k | 3.1k | 104.24 |
| 2024-06-30 | $297k | 3.1k | 97.19 |
| 2024-03-31 | $288k | 3.1k | 94.16 |
| 2023-12-31 | $290k | 3.1k | 93.26 |
| 2023-09-30 | $714k | 8.7k | 81.67 |
| 2023-06-30 | $789k | 9.2k | 85.40 |
| 2023-03-31 | $667k | 7.6k | 87.80 |
| 2022-12-31 | $599k | 7.0k | 85.02 |
| 2022-09-30 | $560k | 7.1k | 79.04 |
| 2022-06-30 | $531k | 7.0k | 76.10 |
| 2022-03-31 | $536k | 6.7k | 80.59 |
| 2021-12-31 | $707k | 7.2k | 98.10 |
| 2021-09-30 | $678k | 7.0k | 97.32 |
| 2021-06-30 | $663k | 7.2k | 91.65 |
| 2021-03-31 | $530k | 6.8k | 77.66 |
| 2020-12-31 | $344k | 5.0k | 68.51 |
| 2012-03-31 | $530k | 6.8k | 77.66 |