Morgan Stanley shares owned by LPL Financial
Historical chart of LPL Financial investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $309M | 1.9M | 158.96 |
| 2025-06-30 | $285M | 2.0M | 140.86 |
| 2025-03-31 | $226M | 1.9M | 116.67 |
| 2024-12-31 | $236M | 1.9M | 125.72 |
| 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 |