Morgan Stanley shares owned by N.E.W. Advisory Services
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by N.E.W. Advisory Services
from 13F filings
Historical chart of N.E.W. Advisory Services investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by N.E.W. Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Morgan Stanley by N.E.W. Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $211k | 1.3k | 158.94 |
| 2025-06-30 | $187k | 1.3k | 140.83 |
| 2025-03-31 | $513k | 4.4k | 116.68 |
| 2024-12-31 | $336k | 2.7k | 125.70 |
| 2024-09-30 | $278k | 2.7k | 104.26 |
| 2024-06-30 | $238k | 2.4k | 97.18 |
| 2024-03-31 | $230k | 2.4k | 94.17 |
| 2023-12-31 | $231k | 2.5k | 93.24 |
| 2023-09-30 | $202k | 2.5k | 81.66 |
| 2023-06-30 | $219k | 2.6k | 85.43 |
| 2023-03-31 | $228k | 2.6k | 87.80 |
| 2022-12-31 | $210k | 2.5k | 85.01 |
| 2022-06-30 | $201k | 2.6k | 76.11 |
| 2021-12-31 | $245k | 2.5k | 98.20 |
| 2021-09-30 | $244k | 2.5k | 97.13 |
| 2021-06-30 | $219k | 2.4k | 92.02 |