Morgan Stanley shares owned by Mount Yale Investment Advisors
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Mount Yale Investment Advisors
from 13F filings
Historical chart of Mount Yale Investment Advisors investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Mount Yale Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Morgan Stanley by Mount Yale Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $768k | 9.4k | 81.67 |
| 2021-12-31 | $204k | 2.1k | 98.22 |
| 2021-09-30 | $514k | 5.3k | 97.37 |
| 2021-06-30 | $418k | 4.6k | 91.59 |
| 2021-03-31 | $521k | 6.7k | 77.70 |
| 2020-12-31 | $421k | 6.1k | 68.50 |
| 2020-09-30 | $302k | 6.2k | 48.41 |
| 2020-03-31 | $209k | 6.1k | 34.06 |
| 2019-12-31 | $711k | 14k | 52.29 |
| 2019-09-30 | $636k | 13k | 49.03 |
| 2019-06-30 | $517k | 13k | 40.55 |
| 2019-03-31 | $557k | 13k | 42.18 |
| 2018-12-31 | $533k | 13k | 40.24 |
| 2018-09-30 | $531k | 11k | 46.65 |
| 2018-06-30 | $76k | 1.6k | 47.47 |
| 2018-03-31 | $109k | 2.0k | 54.20 |
More positions owned by Mount Yale Investment Advisors
View all positions for Mount Yale Investment Advisors