Morgan Stanley shares owned by Naples Global Advisors
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Naples Global Advisors
from 13F filings
Historical chart of Naples Global Advisors investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Naples Global Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Morgan Stanley by Naples Global Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $500k | 3.1k | 158.94 |
| 2025-06-30 | $450k | 3.2k | 140.84 |
| 2025-03-31 | $251k | 2.1k | 116.65 |
| 2024-12-31 | $218k | 1.7k | 125.69 |
More positions owned by Naples Global Advisors
Home Depot (HD)
View all positions for Naples Global Advisors