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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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All positions including Morgan Stanley held by Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
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