Morgan Stanley shares owned by Merit Financial Group
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Merit Financial Group
from 13F filings
Historical chart of Merit Financial Group investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Merit Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $11M | 69k | 158.96 |
| 2025-06-30 | $10M | 71k | 140.86 |
| 2025-03-31 | $3.1M | 26k | 116.67 |
| 2024-12-31 | $1.8M | 14k | 125.72 |
| 2024-09-30 | $829k | 8.0k | 104.25 |
| 2024-03-31 | $1.5M | 16k | 93.64 |
| 2023-12-31 | $833k | 8.9k | 93.25 |
| 2023-09-30 | $1.8M | 23k | 81.67 |
| 2023-06-30 | $1.8M | 21k | 85.40 |
| 2023-03-31 | $1.7M | 19k | 87.80 |
| 2022-12-31 | $1.4M | 17k | 85.02 |
| 2022-09-30 | $1.3M | 17k | 79.02 |
| 2022-06-30 | $1.6M | 20k | 76.08 |
| 2022-03-31 | $234k | 2.7k | 87.35 |