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
Download as csvQuarterly 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 |
More positions owned by MPS Loria Financial Planners
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