Morgan Stanley shares owned by Oliver Luxxe Assets
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Oliver Luxxe Assets
from 13F filings
Historical chart of Oliver Luxxe Assets investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Oliver Luxxe Assets
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12M | 78k | 158.96 |
| 2025-06-30 | $10M | 74k | 140.86 |
| 2025-03-31 | $8.5M | 73k | 116.67 |
| 2024-12-31 | $9.2M | 73k | 125.72 |
| 2024-09-30 | $7.7M | 74k | 104.24 |
| 2024-06-30 | $7.2M | 74k | 97.19 |
| 2024-03-31 | $6.9M | 74k | 94.16 |
| 2023-12-31 | $6.9M | 74k | 93.25 |
| 2023-09-30 | $6.0M | 73k | 81.67 |
| 2023-06-30 | $6.2M | 72k | 85.40 |
| 2023-03-31 | $6.4M | 73k | 87.80 |
| 2022-12-31 | $6.2M | 73k | 85.02 |
| 2022-09-30 | $5.7M | 72k | 79.00 |
| 2022-06-30 | $5.3M | 70k | 76.06 |
| 2022-03-31 | $5.9M | 67k | 87.40 |
| 2021-12-31 | $6.6M | 68k | 97.31 |
| 2021-09-30 | $6.6M | 68k | 97.31 |
| 2021-06-30 | $6.2M | 68k | 91.70 |
| 2021-03-31 | $5.4M | 69k | 77.65 |
| 2020-12-31 | $5.3M | 70k | 76.06 |
| 2020-09-30 | $3.5M | 72k | 48.35 |
| 2020-06-30 | $3.4M | 71k | 48.29 |
| 2020-03-31 | $2.7M | 69k | 39.36 |