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Morgan Stanley shares owned by LPL Financial

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by LPL Financial from 13F filings

Historical chart of LPL Financial investment in Morgan Stanley

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All positions including Morgan Stanley held by LPL Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by LPL Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $173M 1.7M 104.24
2024-06-30 $137M 1.4M 97.19
2024-03-31 $115M 1.2M 94.16
2023-09-30 $74M 910k 81.67
2023-06-30 $74M 868k 85.40
2023-03-31 $76M 870k 87.80
2022-12-31 $70M 821k 85.02
2022-09-30 $63M 798k 79.01
2022-06-30 $53M 695k 76.06
2022-03-31 $57M 650k 87.40
2021-12-31 $63M 642k 98.16
2021-09-30 $57M 586k 97.31
2021-06-30 $52M 572k 91.69
2021-03-31 $32M 413k 77.66
2020-12-31 $21M 305k 68.53
2020-09-30 $13M 260k 48.35
2020-06-30 $11M 221k 48.30
2020-03-31 $6.7M 196k 34.00
2019-12-31 $9.5M 186k 51.12
2019-09-30 $7.9M 185k 42.67
2019-06-30 $8.2M 187k 43.81
2019-03-31 $7.4M 175k 42.20
2018-12-31 $7.1M 178k 39.65
2018-09-30 $10M 217k 46.57
2018-06-30 $10M 219k 47.40
2018-03-31 $12M 215k 53.96
2017-12-31 $7.6M 145k 52.47
2017-09-30 $5.8M 120k 48.17
2017-06-30 $5.0M 112k 44.56
2017-03-31 $1.1M 26k 42.70
2016-12-31 $1.0M 24k 43.05
2016-09-30 $785k 25k 32.03
2016-03-31 $4.3M 175k 24.38
2015-12-31 $5.4M 171k 31.28
2015-09-30 $2.9M 90k 32.29
2015-06-30 $3.9M 101k 38.85
2015-03-31 $3.7M 102k 35.97
2014-12-31 $4.3M 110k 38.80
2014-09-30 $3.0M 90k 33.96
2014-06-30 $2.7M 84k 32.33
2014-03-31 $1.7M 56k 31.17
2013-12-31 $1.6M 51k 31.36
2013-09-30 $1.1M 40k 28.19
2013-06-30 $1.0M 42k 24.43
2012-09-30 $695k 42k 16.73
2011-09-30 $381k 28k 13.50