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Morgan Stanley shares owned by PFG Financial Advisors

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by PFG Financial Advisors from 13F filings

Historical chart of PFG Financial Advisors investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Morgan Stanley by PFG Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $241k 1.4k 177.59
2025-06-30 $405k 2.9k 140.87
2023-06-30 $203k 2.4k 85.40
2023-03-31 $201k 2.3k 87.82

More positions owned by PFG Financial Advisors

Stt Strt Spdr Portfolio Sp 500 Etf (SPYM)
Spdr Port Developed World Ex-us Etf Etf (SPDW)
Ishares S&p 500 Index Etf (IVV)
Stt Strt Spdr Prtfl Sp 400 Mid Cap Etf (SPMD)
Ishr Gld Trst Micr Etf Benef Intrst Etf (IAUM)
Ishares Core Msci Eafe Etf (IEFA)
Stt Strt Spdr Prtfl Sp 500 Value Etf (SPYV)
Ishares Tr S&p 100 Index Fund Etf (OEF)
Ishares Aggregate Bond Etf Etf (AGG)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Microsoft Corporation (MSFT)
Fidelity Total Bond Etf Etf (FBND)
Ishares Core S&p Mid Cap Etf Etf (IJH)
Stt Strt Spdr Prtfl Sp 600 Smll Cap Etf (SPSM)
Fidelity Msci Cmmnctn Srves Indx Etf (FCOM)

View all positions for PFG Financial Advisors

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
Vanguard Group
State Street Corporation
BlackRock
Jpmorgan Chase & Co
Geode Capital Management
Fisher Investments
FMR
Capital Research and Management Company - Division 3
Wellington Management Company
Goldman Sachs Group
Capital Research Global Investors
Norges Bank Investment Management
Ameriprise Financial
UBS Group

View all funds holding Morgan Stanley