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Morgan Stanley shares owned by Parcion Private Wealth

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Parcion Private Wealth from 13F filings

Historical chart of Parcion Private Wealth investment in Morgan Stanley

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All positions including Morgan Stanley held by Parcion Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Parcion Private Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 11k 104.24
2024-06-30 $902k 9.3k 97.19
2024-03-31 $882k 9.4k 94.15
2023-12-31 $883k 9.5k 93.25
2023-09-30 $773k 9.5k 81.67
2023-06-30 $809k 9.5k 85.40
2023-03-31 $835k 9.5k 87.80
2022-12-31 $819k 9.6k 85.02
2022-09-30 $753k 9.5k 78.98
2022-06-30 $786k 9.5k 82.40
2022-03-31 $821k 9.4k 87.35
2021-12-31 $936k 9.5k 98.86
2021-09-30 $1.2M 12k 102.16
2021-06-30 $1.1M 12k 91.73
2021-03-31 $915k 12k 77.64
2020-12-31 $808k 12k 68.56
2020-09-30 $552k 12k 48.00
2020-06-30 $559k 11k 48.84
2020-03-31 $276k 8.1k 34.01
2019-12-31 $271k 5.3k 51.13