Morgan Stanley shares owned by North Star Investment Management
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by North Star Investment Management
from 13F filings
Historical chart of North Star Investment Management investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by North Star Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Morgan Stanley by North Star Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 6.8k | 158.96 |
| 2025-06-30 | $987k | 7.0k | 140.86 |
| 2025-03-31 | $841k | 7.2k | 116.67 |
| 2024-12-31 | $906k | 7.2k | 125.72 |
| 2024-09-30 | $752k | 7.2k | 104.24 |
| 2024-06-30 | $735k | 7.6k | 97.19 |
| 2024-03-31 | $726k | 7.7k | 94.16 |
| 2023-12-31 | $719k | 7.7k | 93.25 |
| 2023-09-30 | $630k | 7.7k | 81.67 |
| 2023-06-30 | $658k | 7.7k | 85.40 |
| 2023-03-31 | $677k | 7.7k | 87.80 |
| 2022-12-31 | $443k | 5.2k | 85.02 |
| 2022-09-30 | $407k | 5.2k | 79.00 |
| 2022-06-30 | $403k | 5.3k | 76.05 |
| 2022-03-31 | $452k | 5.2k | 87.41 |
| 2021-12-31 | $513k | 5.2k | 98.09 |
| 2021-09-30 | $499k | 5.1k | 97.35 |
| 2021-06-30 | $446k | 4.9k | 91.68 |
| 2021-03-31 | $360k | 4.6k | 77.75 |
| 2020-12-31 | $317k | 4.6k | 68.47 |
| 2020-09-30 | $226k | 4.7k | 48.39 |
| 2020-06-30 | $226k | 4.7k | 48.39 |
| 2020-03-31 | $393k | 12k | 34.01 |
| 2019-12-31 | $490k | 9.6k | 51.17 |
| 2019-09-30 | $409k | 9.6k | 42.71 |
| 2019-03-31 | $66k | 1.6k | 42.31 |
| 2018-12-31 | $33k | 840 | 39.29 |
| 2018-09-30 | $39k | 840 | 46.43 |
| 2018-06-30 | $40k | 840 | 47.62 |
| 2018-03-31 | $45k | 840 | 53.57 |
| 2017-12-31 | $44k | 840 | 52.38 |
| 2017-09-30 | $40k | 840 | 47.62 |
| 2017-06-30 | $37k | 840 | 44.05 |
| 2017-03-31 | $36k | 840 | 42.86 |
| 2016-12-31 | $33k | 780 | 42.31 |
| 2016-09-30 | $25k | 780 | 32.05 |
| 2016-06-30 | $20k | 780 | 25.64 |
| 2016-03-31 | $20k | 780 | 25.64 |
| 2015-12-31 | $25k | 780 | 32.05 |
| 2015-09-30 | $25k | 780 | 32.05 |
| 2015-06-30 | $30k | 780 | 38.46 |
| 2015-03-31 | $28k | 780 | 35.90 |
| 2014-12-31 | $30k | 780 | 38.46 |
| 2014-09-30 | $27k | 780 | 34.62 |
| 2014-06-30 | $25k | 780 | 32.05 |
| 2014-03-31 | $24k | 780 | 30.77 |
More positions owned by North Star Investment Management
View all positions for North Star Investment Management