Morgan Stanley shares owned by Pathstone Family Office
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Pathstone Family Office
from 13F filings
Historical chart of Pathstone Family Office investment in Morgan Stanley
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All positions including Morgan Stanley held by Pathstone Family Office consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Morgan Stanley by Pathstone Family Office
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $9.6M | 118k | 81.78 |
| 2023-06-30 | $3.9M | 46k | 85.69 |
| 2023-03-31 | $5.4M | 62k | 87.92 |
| 2022-12-31 | $5.9M | 64k | 91.48 |
| 2022-09-30 | $5.0M | 64k | 79.21 |
| 2022-06-30 | $4.2M | 55k | 76.05 |
| 2022-03-31 | $3.2M | 37k | 87.78 |
| 2021-12-31 | $3.7M | 38k | 98.13 |
| 2021-09-30 | $3.0M | 31k | 97.30 |
| 2021-06-30 | $2.8M | 30k | 91.69 |
| 2021-03-31 | $1.9M | 24k | 77.66 |
| 2020-12-31 | $242k | 3.5k | 68.40 |
| 2020-09-30 | $129k | 2.7k | 48.22 |
| 2020-06-30 | $129k | 2.7k | 48.22 |
| 2020-03-31 | $90k | 2.7k | 33.64 |
| 2019-12-31 | $1.4M | 2.8k | 511.57 |
| 2019-09-30 | $127k | 3.0k | 42.39 |
| 2019-06-30 | $117k | 2.7k | 43.89 |
| 2019-03-31 | $112k | 2.7k | 42.01 |
| 2017-06-30 | $37k | 833 | 44.42 |
| 2017-03-31 | $1.0k | 23 | 43.48 |
| 2014-09-30 | $27k | 775 | 34.84 |
| 2012-09-30 | $2.0k | 100 | 20.00 |
| 2012-06-30 | $1.0k | 100 | 10.00 |
| 2012-03-31 | $2.0k | 100 | 20.00 |
| 2011-12-31 | $2.0k | 100 | 20.00 |
| 2011-09-30 | $1.0k | 100 | 10.00 |
| 2011-06-30 | $2.0k | 100 | 20.00 |
| 2011-03-31 | $3.0k | 100 | 30.00 |
| 2010-12-31 | $3.0k | 100 | 30.00 |