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Morgan Stanley shares owned by Mather Group

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Mather Group from 13F filings

Historical chart of Mather Group investment in Morgan Stanley

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All positions including Morgan Stanley held by Mather Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Mather Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 11k 104.25
2024-06-30 $1.0M 11k 94.17
2024-03-31 $884k 9.5k 93.26
2023-12-31 $894k 9.6k 93.25
2023-09-30 $967k 12k 81.67
2023-06-30 $1.0M 12k 85.40
2023-03-31 $1.0M 12k 87.80
2022-12-31 $977k 12k 85.02
2022-09-30 $845k 11k 78.96
2022-06-30 $1.0M 14k 76.13
2022-03-31 $1.2M 14k 87.39
2021-12-31 $1.2M 12k 98.16
2021-09-30 $462k 4.8k 97.26
2021-06-30 $435k 4.7k 91.69
2021-03-31 $348k 4.5k 77.59
2020-12-31 $218k 3.2k 68.40