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Morgan Stanley shares owned by Orca Investment Management

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Orca Investment Management from 13F filings

Historical chart of Orca Investment Management investment in Morgan Stanley

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All positions including Morgan Stanley held by Orca Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Orca Investment Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $569k 5.5k 104.24
2024-06-30 $587k 6.0k 97.19
2024-03-31 $571k 6.1k 94.16
2023-12-31 $646k 6.9k 93.25
2023-09-30 $565k 6.9k 81.67
2023-06-30 $591k 6.9k 85.40
2023-03-31 $608k 6.9k 87.80
2022-12-31 $589k 6.9k 85.02
2022-09-30 $546k 6.9k 79.06
2022-06-30 $545k 7.2k 76.12
2022-03-31 $626k 7.2k 87.43
2021-12-31 $703k 7.2k 98.18
2021-09-30 $731k 7.5k 97.29
2021-06-30 $785k 8.6k 91.64
2021-03-31 $801k 10k 77.67
2020-12-31 $707k 10k 68.55
2019-09-30 $494k 12k 42.63
2019-06-30 $508k 12k 43.84
2019-03-31 $497k 12k 42.18
2018-12-31 $467k 12k 39.64
2018-09-30 $549k 12k 46.60
2018-06-30 $592k 13k 47.44
2018-03-31 $692k 13k 53.99
2017-12-31 $1.1M 21k 52.46
2017-09-30 $986k 21k 48.16
2017-06-30 $912k 21k 44.55
2017-03-31 $877k 21k 42.84
2016-12-31 $865k 21k 42.25
2016-09-30 $638k 20k 32.05
2016-06-30 $517k 20k 25.97
2016-03-31 $508k 20k 25.03
2015-12-31 $646k 20k 31.83
2015-09-30 $626k 20k 31.51
2015-06-30 $771k 20k 38.80