Morgan Stanley shares owned by Oxford Financial
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Oxford Financial
from 13F filings
Historical chart of Oxford Financial investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Oxford Financial consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Morgan Stanley by Oxford Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $600k | 3.8k | 158.96 |
| 2025-06-30 | $210k | 1.5k | 140.86 |
| 2024-12-31 | $232k | 1.8k | 125.72 |
| 2024-09-30 | $237k | 2.3k | 104.24 |
| 2023-03-31 | $219k | 2.5k | 87.80 |