Morgan Stanley shares owned by Patten & Patten
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Patten & Patten
from 13F filings
Historical chart of Patten & Patten investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Patten & Patten
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.8M | 30k | 158.96 |
| 2025-06-30 | $4.3M | 31k | 140.86 |
| 2025-03-31 | $4.1M | 35k | 116.67 |
| 2024-12-31 | $4.5M | 36k | 125.72 |
| 2024-09-30 | $3.8M | 37k | 104.24 |
| 2024-06-30 | $3.6M | 37k | 97.19 |
| 2024-03-31 | $3.5M | 37k | 94.16 |
| 2023-12-31 | $3.4M | 37k | 93.25 |
| 2023-09-30 | $3.1M | 38k | 81.67 |
| 2023-06-30 | $3.2M | 37k | 85.40 |
| 2023-03-31 | $3.2M | 36k | 87.80 |
| 2022-12-31 | $3.1M | 37k | 85.02 |
| 2022-09-30 | $3.0M | 37k | 79.01 |
| 2022-06-30 | $3.2M | 42k | 76.06 |
| 2022-03-31 | $3.7M | 43k | 87.41 |
| 2021-12-31 | $4.0M | 40k | 98.15 |
| 2021-09-30 | $3.9M | 40k | 97.31 |
| 2021-06-30 | $3.8M | 42k | 91.70 |
| 2021-03-31 | $3.8M | 49k | 77.67 |
| 2020-12-31 | $3.5M | 51k | 68.53 |
| 2020-09-30 | $2.4M | 50k | 48.36 |
| 2020-06-30 | $2.5M | 52k | 48.31 |
| 2020-03-31 | $1.9M | 55k | 34.01 |
| 2019-12-31 | $2.9M | 57k | 51.11 |
| 2019-09-30 | $2.8M | 66k | 42.67 |
| 2019-06-30 | $3.0M | 68k | 43.81 |
| 2019-03-31 | $2.9M | 69k | 42.20 |
| 2018-12-31 | $2.8M | 70k | 39.65 |
| 2018-09-30 | $3.3M | 70k | 46.57 |
| 2018-06-30 | $3.3M | 70k | 47.40 |
| 2018-03-31 | $3.8M | 70k | 53.97 |
| 2017-12-31 | $3.7M | 71k | 52.47 |
| 2017-09-30 | $3.9M | 80k | 48.17 |
| 2017-06-30 | $3.6M | 82k | 44.56 |
| 2017-03-31 | $3.2M | 74k | 42.84 |
| 2016-12-31 | $3.1M | 74k | 42.25 |
| 2016-09-30 | $2.4M | 75k | 32.06 |
| 2016-06-30 | $1.9M | 74k | 25.98 |
| 2016-03-31 | $2.0M | 82k | 25.01 |
| 2015-12-31 | $2.6M | 81k | 31.80 |
| 2015-09-30 | $3.4M | 110k | 31.50 |
| 2015-06-30 | $4.2M | 108k | 38.79 |
| 2015-03-31 | $3.8M | 108k | 35.69 |
| 2014-12-31 | $4.2M | 108k | 38.80 |
| 2014-09-30 | $3.7M | 107k | 34.57 |
| 2014-06-30 | $3.5M | 108k | 32.33 |
| 2014-03-31 | $1.3M | 42k | 31.18 |
| 2013-12-31 | $1.1M | 34k | 31.35 |
| 2013-09-30 | $955k | 35k | 26.96 |
| 2013-06-30 | $892k | 37k | 24.44 |
| 2013-03-31 | $616k | 28k | 21.98 |
| 2012-12-31 | $572k | 30k | 19.11 |
| 2012-09-30 | $406k | 24k | 16.76 |
| 2012-06-30 | $286k | 20k | 14.61 |
| 2012-03-31 | $306k | 16k | 19.65 |
| 2011-12-31 | $249k | 17k | 15.13 |
| 2011-09-30 | $347k | 26k | 13.52 |
| 2011-06-30 | $630k | 27k | 23.02 |
| 2011-03-31 | $956k | 35k | 27.32 |