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Morgan Stanley shares owned by Meadow Creek Wealth Advisors

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Meadow Creek Wealth Advisors from 13F filings

Historical chart of Meadow Creek Wealth Advisors investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

All positions including Morgan Stanley held by Meadow Creek Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Meadow Creek Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $259k 2.5k 104.24
2024-06-30 $208k 2.1k 97.19

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Apple Incorporated Common Stock (AAPL)
Jpmorgan Equity Premium Income Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (JEPI)
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Amazon Com Incorporated Common Stock (AMZN)
Walmart Incorporated Common Stock (WMT)
Avantis U.s. Small Cap Value Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (AVUV)
Bank America Corporation Common Stock (BAC)
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View all positions for Meadow Creek Wealth Advisors

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
State Street Corporation
Vanguard Group
BlackRock
BlackRock
Jpmorgan Chase & Co
Capital Research and Management Company - Division 3
Geode Capital Management
Bank of America Corporation
Fisher Investments
Massachusetts Financial Services
Goldman Sachs Group
Capital Research Global Investors
T. Rowe Price Associates
Northern Trust

View all funds holding Morgan Stanley