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Morgan Stanley shares owned by Long Run Wealth Advisors

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Long Run Wealth Advisors from 13F filings

Historical chart of Long Run Wealth Advisors investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

All positions including Morgan Stanley held by Long Run Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Long Run Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4M 13k 104.24
2024-06-30 $1.3M 13k 97.19
2024-03-31 $1.3M 14k 94.16
2023-12-31 $1.2M 13k 93.25
2023-09-30 $1.1M 13k 81.67
2023-06-30 $1.1M 13k 85.40
2023-03-31 $1.4M 16k 87.80
2022-12-31 $1.3M 15k 85.02
2022-09-30 $1.2M 15k 78.99
2022-06-30 $966k 13k 76.07
2022-03-31 $1.1M 12k 87.48
2021-12-31 $1.1M 11k 97.77