Morgan Stanley shares owned by McLean Asset Management Corp
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by McLean Asset Management Corp
from 13F filings
Historical chart of McLean Asset Management Corp investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by McLean Asset Management Corp consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Morgan Stanley by McLean Asset Management Corp
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $483k | 3.1k | 158.11 |
| 2025-06-30 | $430k | 3.0k | 142.86 |
| 2025-03-31 | $294k | 2.9k | 100.32 |
| 2024-12-31 | $364k | 2.9k | 125.71 |
| 2024-09-30 | $307k | 2.8k | 107.88 |
| 2024-06-30 | $294k | 2.8k | 103.45 |
| 2024-03-31 | $260k | 2.8k | 94.07 |
| 2023-12-31 | $260k | 2.8k | 93.24 |
| 2023-09-30 | $209k | 2.6k | 80.13 |
| 2023-06-30 | $218k | 2.6k | 85.38 |
| 2023-03-31 | $244k | 2.8k | 87.80 |
| 2022-12-31 | $248k | 2.9k | 85.03 |
| 2022-09-30 | $230k | 2.9k | 78.79 |
| 2022-06-30 | $219k | 2.9k | 75.57 |
| 2022-03-31 | $251k | 2.9k | 87.30 |
| 2021-12-31 | $282k | 2.7k | 103.07 |
| 2021-09-30 | $289k | 2.8k | 103.51 |
| 2021-06-30 | $231k | 2.5k | 91.09 |
| 2021-03-31 | $204k | 2.5k | 82.09 |
More positions owned by McLean Asset Management Corp
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