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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

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All positions including Morgan Stanley held by Oxford Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Oxford Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $237k 2.3k 104.24
2023-03-31 $219k 2.5k 87.80

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Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
State Street Corporation
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Jpmorgan Chase & Co
Wellington Management Company
Capital Research and Management Company - Division 3
Geode Capital Management
Bank of America Corporation
FMR
Fisher Investments
UBS Group
Massachusetts Financial Services
Goldman Sachs Group
Capital Research Global Investors

View all funds holding Morgan Stanley