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Morgan Stanley shares owned by MPS Loria Financial Planners

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by MPS Loria Financial Planners from 13F filings

Historical chart of MPS Loria Financial Planners investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

All positions including Morgan Stanley held by MPS Loria Financial Planners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by MPS Loria Financial Planners

Quarter filed Position value Share count Share price at filing
2025-09-30 $212k 1.3k 159.01
2021-03-31 $96k 1.2k 77.48
2020-12-31 $84k 1.2k 68.07
2020-09-30 $8.0k 155 51.61
2020-06-30 $7.0k 154 45.45
2017-06-30 $7.0k 143 48.95