Morgan Stanley shares owned by O'shaughnessy Asset Management
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by O'shaughnessy Asset Management
from 13F filings
Historical chart of O'shaughnessy Asset Management investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by O'shaughnessy Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $16M | 175k | 93.25 |
| 2023-09-30 | $16M | 191k | 81.67 |
| 2023-06-30 | $16M | 192k | 85.40 |
| 2023-03-31 | $20M | 232k | 87.80 |
| 2022-12-31 | $17M | 199k | 85.02 |
| 2022-09-30 | $13M | 165k | 79.01 |
| 2022-06-30 | $12M | 156k | 76.06 |
| 2022-03-31 | $8.1M | 93k | 87.40 |
| 2021-12-31 | $8.9M | 92k | 97.72 |
| 2021-09-30 | $26M | 264k | 97.31 |
| 2021-06-30 | $26M | 288k | 91.69 |
| 2021-03-31 | $54M | 700k | 77.66 |
| 2020-12-31 | $56M | 821k | 68.53 |
| 2020-09-30 | $47M | 961k | 48.37 |
| 2020-06-30 | $48M | 988k | 48.31 |
| 2020-03-31 | $26M | 761k | 34.02 |
| 2019-12-31 | $1.3M | 25k | 51.11 |
| 2019-09-30 | $448k | 11k | 42.67 |
| 2019-06-30 | $3.0k | 79 | 37.97 |
| 2017-12-31 | $862k | 16k | 52.47 |
| 2017-09-30 | $800k | 17k | 48.14 |
| 2017-06-30 | $747k | 17k | 44.57 |
| 2017-03-31 | $718k | 17k | 42.81 |
| 2015-03-31 | $9.0k | 246 | 36.59 |
More positions owned by O'shaughnessy Asset Management
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