Morgan Stanley shares owned by Operose Advisors
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Operose Advisors
from 13F filings
Historical chart of Operose Advisors investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Operose Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Morgan Stanley by Operose Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 7.6k | 158.97 |
| 2025-06-30 | $1.1M | 7.6k | 140.87 |
| 2025-03-31 | $888k | 7.6k | 116.68 |
| 2024-12-31 | $925k | 7.4k | 125.73 |
| 2024-09-30 | $822k | 7.9k | 104.25 |
| 2024-06-30 | $767k | 7.9k | 97.20 |
| 2024-03-31 | $743k | 7.9k | 94.17 |
| 2023-12-31 | $353k | 3.8k | 93.26 |
| 2023-09-30 | $365k | 4.5k | 81.68 |
| 2023-06-30 | $300k | 3.5k | 85.40 |
| 2023-03-31 | $286k | 3.3k | 87.81 |
| 2022-12-31 | $181k | 2.1k | 85.04 |
| 2022-09-30 | $186k | 2.4k | 79.01 |
| 2022-06-30 | $179k | 2.4k | 76.04 |
| 2022-03-31 | $206k | 2.4k | 87.51 |
| 2021-12-31 | $209k | 2.1k | 98.40 |