Morgan Stanley shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust Financial Advisors investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $26M | 160k | 158.96 |
| 2025-06-30 | $24M | 168k | 140.86 |
| 2025-03-31 | $20M | 169k | 116.67 |
| 2024-12-31 | $20M | 158k | 125.72 |
| 2024-09-30 | $13M | 123k | 104.24 |
| 2024-06-30 | $12M | 122k | 97.19 |
| 2024-03-31 | $12M | 122k | 94.16 |
| 2023-12-31 | $16M | 168k | 93.25 |
| 2023-09-30 | $14M | 167k | 81.67 |
| 2023-06-30 | $13M | 155k | 85.40 |
| 2023-03-31 | $14M | 157k | 87.80 |
| 2022-12-31 | $14M | 161k | 85.02 |
| 2022-09-30 | $12M | 146k | 79.01 |
| 2022-06-30 | $12M | 158k | 76.06 |
| 2022-03-31 | $11M | 127k | 87.40 |
| 2021-12-31 | $14M | 147k | 98.16 |
| 2021-09-30 | $11M | 113k | 97.31 |
| 2021-06-30 | $11M | 115k | 91.69 |
| 2021-03-31 | $8.5M | 110k | 77.66 |
| 2020-12-31 | $6.4M | 93k | 68.53 |
| 2020-09-30 | $4.0M | 84k | 47.25 |
| 2020-06-30 | $4.0M | 84k | 47.61 |
| 2020-03-31 | $2.5M | 79k | 31.62 |
| 2019-12-31 | $4.4M | 85k | 52.04 |
| 2019-09-30 | $956k | 22k | 42.65 |
| 2019-06-30 | $1.0M | 23k | 43.83 |
| 2019-03-31 | $955k | 23k | 42.21 |
| 2018-12-31 | $233k | 5.9k | 39.72 |
| 2018-09-30 | $237k | 5.1k | 46.66 |
| 2018-06-30 | $217k | 4.6k | 47.45 |
| 2018-03-31 | $246k | 4.7k | 52.77 |
| 2017-12-31 | $256k | 4.9k | 52.51 |
| 2017-06-30 | $7.0k | 157 | 44.59 |
More positions owned by Captrust Financial Advisors
View all positions for Captrust Financial Advisors