Morgan Stanley shares owned by LVW Advisors
Historical chart of LVW Advisors investment in Morgan Stanley
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All positions including Morgan Stanley held by LVW Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Morgan Stanley by LVW Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $959k | 6.0k | 158.96 |
| 2025-06-30 | $858k | 6.1k | 140.86 |
| 2025-03-31 | $1.0M | 9.0k | 116.67 |
| 2024-12-31 | $1.4M | 11k | 125.72 |
| 2024-09-30 | $1.3M | 13k | 104.24 |
| 2024-06-30 | $1.5M | 15k | 97.19 |
| 2024-03-31 | $1.1M | 12k | 94.16 |
| 2023-12-31 | $907k | 9.7k | 93.25 |
| 2023-09-30 | $596k | 7.3k | 81.67 |