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Morgan Stanley shares owned by Mcdonald Partners

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

Historical chart of Mcdonald Partners investment in Morgan Stanley

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

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Quarterly reported holdings in Morgan Stanley by Mcdonald Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $431k 4.1k 104.26
2024-06-30 $540k 5.6k 97.20
2024-03-31 $523k 5.6k 94.17
2023-12-31 $558k 6.0k 93.25
2023-09-30 $643k 7.9k 81.67
2023-06-30 $828k 9.7k 85.40
2023-03-31 $944k 11k 87.80
2022-12-31 $921k 11k 85.02
2022-09-30 $859k 11k 79.05
2022-06-30 $1.3M 18k 76.07
2022-03-31 $1.6M 18k 87.37
2021-09-30 $1.4M 15k 97.33
2021-06-30 $1.5M 16k 91.72
2021-03-31 $1.3M 16k 77.63
2020-12-31 $773k 11k 68.52