Morgan Stanley shares owned by MAI Wealth Advisors
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by MAI Wealth Advisors
from 13F filings
Historical chart of MAI Wealth Advisors investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by MAI Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $26M | 162k | 158.96 |
| 2025-06-30 | $23M | 163k | 140.86 |
| 2025-03-31 | $19M | 161k | 116.67 |
| 2024-12-31 | $21M | 166k | 125.72 |
| 2024-09-30 | $18M | 168k | 104.24 |
| 2024-06-30 | $18M | 184k | 97.19 |
| 2024-03-31 | $18M | 187k | 94.16 |
| 2023-12-31 | $17M | 177k | 93.25 |
| 2023-09-30 | $16M | 197k | 81.67 |
| 2023-06-30 | $17M | 194k | 85.40 |
| 2023-03-31 | $16M | 183k | 87.80 |
| 2022-12-31 | $15M | 171k | 85.02 |
| 2022-09-30 | $11M | 145k | 79.01 |
| 2022-06-30 | $1.3M | 18k | 76.04 |
| 2022-03-31 | $1.6M | 18k | 87.41 |
| 2021-12-31 | $1.9M | 20k | 98.16 |
| 2021-09-30 | $1.2M | 12k | 97.29 |
| 2021-06-30 | $950k | 10k | 91.70 |
| 2021-03-31 | $708k | 9.1k | 77.64 |
| 2020-12-31 | $643k | 9.4k | 68.57 |
| 2019-12-31 | $221k | 4.3k | 51.11 |
| 2019-09-30 | $230k | 5.4k | 42.60 |
| 2019-06-30 | $225k | 5.1k | 43.82 |
| 2019-03-31 | $819k | 19k | 42.18 |
| 2018-12-31 | $767k | 19k | 39.68 |
| 2018-09-30 | $916k | 20k | 46.58 |
| 2018-06-30 | $828k | 18k | 47.37 |
| 2018-03-31 | $1.1M | 20k | 53.93 |