Morgan Stanley shares owned by Optimum Investment Advisors
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Optimum Investment Advisors
from 13F filings
Historical chart of Optimum Investment Advisors investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Optimum Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $318k | 3.1k | 104.24 |
| 2024-06-30 | $296k | 3.1k | 97.19 |
| 2024-03-31 | $287k | 3.1k | 94.16 |
| 2023-12-31 | $121k | 1.3k | 93.25 |
| 2023-09-30 | $188k | 2.3k | 81.67 |
| 2023-06-30 | $196k | 2.3k | 85.40 |
| 2023-03-31 | $202k | 2.3k | 87.80 |
| 2022-12-31 | $196k | 2.3k | 85.02 |
| 2022-09-30 | $293k | 3.7k | 79.02 |
| 2022-06-30 | $281k | 3.7k | 75.95 |
| 2022-03-31 | $371k | 4.3k | 87.29 |
| 2021-12-31 | $456k | 4.7k | 98.06 |
| 2021-09-30 | $404k | 4.2k | 97.35 |
| 2021-06-30 | $536k | 5.9k | 91.62 |
| 2021-03-31 | $528k | 6.8k | 77.65 |
| 2020-12-31 | $476k | 7.0k | 68.49 |
| 2020-09-30 | $336k | 7.0k | 48.35 |
| 2020-06-30 | $336k | 7.0k | 48.35 |
| 2020-03-31 | $219k | 6.5k | 33.95 |
| 2019-12-31 | $330k | 6.5k | 51.16 |
| 2019-09-30 | $316k | 7.4k | 42.67 |
| 2019-06-30 | $408k | 9.3k | 43.86 |
| 2019-03-31 | $392k | 9.3k | 42.15 |
| 2018-12-31 | $430k | 11k | 39.69 |
| 2018-09-30 | $677k | 15k | 46.59 |
| 2018-06-30 | $703k | 15k | 47.40 |
| 2018-03-31 | $827k | 15k | 53.95 |
| 2017-12-31 | $799k | 15k | 52.47 |
| 2017-09-30 | $733k | 15k | 48.14 |
| 2017-06-30 | $520k | 12k | 44.54 |
| 2017-03-31 | $487k | 11k | 42.82 |
| 2016-12-31 | $510k | 12k | 42.25 |
| 2016-09-30 | $387k | 12k | 32.06 |
| 2016-06-30 | $305k | 12k | 26.02 |
| 2016-03-31 | $293k | 12k | 24.99 |
| 2015-12-31 | $586k | 18k | 31.81 |
| 2015-09-30 | $580k | 18k | 31.49 |
| 2015-03-31 | $578k | 16k | 36.00 |
| 2014-12-31 | $619k | 16k | 38.77 |
| 2014-09-30 | $315k | 8.7k | 36.00 |
| 2014-06-30 | $56k | 1.8k | 31.28 |
| 2014-03-31 | $56k | 1.8k | 31.28 |
| 2013-12-31 | $56k | 1.8k | 31.28 |
| 2013-09-30 | $48k | 1.8k | 26.83 |
More positions owned by Optimum Investment Advisors
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