Morgan Stanley shares owned by Lyell Wealth Management
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Lyell Wealth Management
from 13F filings
Historical chart of Lyell Wealth Management investment in Morgan Stanley
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All positions including Morgan Stanley held by Lyell Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $7.9M | 84k | 94.16 |
2023-12-31 | $7.4M | 79k | 93.25 |
2023-09-30 | $6.0M | 73k | 81.67 |
2023-06-30 | $6.4M | 75k | 85.40 |
2023-03-31 | $6.2M | 70k | 87.80 |
2022-12-31 | $5.6M | 66k | 85.02 |
2022-09-30 | $5.2M | 66k | 79.01 |
2022-06-30 | $4.9M | 64k | 76.06 |
2022-03-31 | $5.7M | 65k | 87.41 |
2021-12-31 | $2.5M | 26k | 98.17 |
2021-09-30 | $1.1M | 11k | 97.27 |
2021-06-30 | $1.0M | 11k | 91.72 |
2021-03-31 | $848k | 11k | 77.70 |
2020-12-31 | $573k | 8.4k | 68.57 |
2019-12-31 | $220k | 4.3k | 51.17 |
2019-03-31 | $286k | 6.8k | 42.21 |
2018-12-31 | $282k | 7.1k | 39.72 |
2018-09-30 | $331k | 7.1k | 46.62 |
2018-06-30 | $344k | 7.3k | 47.45 |
2018-03-31 | $428k | 7.9k | 53.90 |
2017-12-31 | $448k | 8.5k | 52.46 |
2017-09-30 | $421k | 8.7k | 48.13 |
2017-06-30 | $444k | 10k | 44.52 |
2017-03-31 | $435k | 10k | 42.79 |
2016-12-31 | $467k | 11k | 42.28 |