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Morgan Stanley shares owned by Guardian Capital Advisors

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Guardian Capital Advisors from 13F filings

Historical chart of Guardian Capital Advisors investment in Morgan Stanley

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

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Quarterly reported holdings in Morgan Stanley by Guardian Capital Advisors

Quarter filed Position value Share count Share price at filing
2023-06-30 $300k 3.5k 85.77
2015-06-30 $725k 18k 39.84
2015-03-31 $784k 18k 44.23
2014-12-31 $974k 23k 42.12
2014-09-30 $912k 23k 39.44
2014-06-30 $742k 23k 32.37
2014-03-31 $708k 23k 30.88
2013-12-31 $900k 27k 33.13
2013-09-30 $835k 31k 27.25
2013-06-30 $846k 35k 24.04
2013-03-31 $765k 34k 22.37
2012-12-31 $728k 36k 20.48
2012-09-30 $430k 26k 16.90
2012-06-30 $213k 14k 15.00