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Morgan Stanley shares owned by Novem Group

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Novem Group from 13F filings

Historical chart of Novem Group investment in Morgan Stanley

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All positions including Morgan Stanley held by Novem Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Novem Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $380k 2.4k 158.96
2025-06-30 $356k 2.5k 140.88
2025-03-31 $309k 2.6k 116.68
2024-12-31 $252k 2.0k 125.72

More positions owned by Novem Group

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Pimco Etf Tr Multisector Bd (PYLD)
Vanguard Specialized Funds Div App Etf (VIG)
Spdr Series Trust Portfolio S&p500 (SPLG)
Fidelity Covington Trust Fundamental Larg (FFLC)
Pimco Etf Tr Active Bd Etf (BOND)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Faln Angls Usd (FALN)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)
Pimco Etf Tr Inv Grd Crp Bd (CORP)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Novem Group

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
Vanguard Group
State Street Corporation
BlackRock
Jpmorgan Chase & Co
Capital Research and Management Company - Division 3
Geode Capital Management
FMR
Fisher Investments
Capital Research Global Investors
Wellington Management Company
Goldman Sachs Group
UBS Group
Ameriprise Financial
Massachusetts Financial Services

View all funds holding Morgan Stanley