Morgan Stanley shares owned by Mariner Wealth Advisors
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Mariner Wealth Advisors
from 13F filings
Historical chart of Mariner Wealth Advisors investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Mariner Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $134M | 844k | 158.95 |
| 2025-06-30 | $111M | 791k | 140.86 |
| 2025-03-31 | $89M | 763k | 116.67 |
| 2024-12-31 | $91M | 727k | 125.72 |
| 2024-09-30 | $73M | 695k | 104.24 |
| 2024-06-30 | $65M | 666k | 97.19 |
| 2024-03-31 | $61M | 646k | 94.16 |
| 2023-12-31 | $60M | 647k | 93.25 |
| 2023-09-30 | $54M | 655k | 81.67 |
| 2023-06-30 | $55M | 640k | 85.40 |
| 2023-03-31 | $28M | 316k | 87.78 |
| 2022-12-31 | $29M | 335k | 85.02 |
| 2022-09-30 | $24M | 305k | 79.01 |
| 2022-06-30 | $33M | 439k | 76.06 |
| 2022-03-31 | $36M | 414k | 87.40 |
| 2021-12-31 | $38M | 392k | 98.16 |
| 2021-09-30 | $24M | 245k | 97.31 |
| 2021-06-30 | $29M | 320k | 91.69 |
| 2021-03-31 | $10M | 132k | 77.66 |
| 2020-12-31 | $6.4M | 93k | 68.53 |
| 2020-09-30 | $3.8M | 79k | 48.33 |
| 2020-06-30 | $4.0M | 83k | 48.30 |
| 2020-03-31 | $3.0M | 87k | 34.00 |
| 2019-12-31 | $4.7M | 91k | 51.12 |
| 2019-09-30 | $3.9M | 91k | 42.67 |
| 2019-06-30 | $21M | 478k | 43.81 |
| 2019-03-31 | $20M | 476k | 42.20 |
| 2018-12-31 | $18M | 460k | 39.71 |
| 2018-09-30 | $2.8M | 61k | 46.58 |
| 2018-06-30 | $2.1M | 43k | 47.39 |
| 2018-03-31 | $791k | 15k | 53.96 |
| 2017-03-31 | $1.5M | 36k | 42.85 |
| 2016-12-31 | $1.7M | 41k | 42.26 |
| 2016-09-30 | $0 | 26k | 0.00 |
| 2016-06-30 | $322k | 12k | 25.95 |
| 2015-09-30 | $11M | 356k | 31.50 |
| 2015-06-30 | $13M | 335k | 38.79 |
| 2012-06-30 | $4.0k | 300 | 13.33 |
| 2012-03-31 | $15k | 764 | 19.63 |