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Morgan Stanley shares owned by Pinnacle Wealth Management Advisory

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Pinnacle Wealth Management Advisory from 13F filings

Historical chart of Pinnacle Wealth Management Advisory investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

All positions including Morgan Stanley held by Pinnacle Wealth Management Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Pinnacle Wealth Management Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.0M 43k 94.16
2023-12-31 $4.1M 44k 93.25
2023-09-30 $4.0M 49k 81.67
2023-06-30 $4.1M 49k 85.40
2023-03-31 $4.5M 51k 87.80
2022-12-31 $4.4M 52k 85.02
2022-09-30 $4.3M 55k 79.00
2022-06-30 $4.4M 58k 76.06
2022-03-31 $4.8M 55k 87.40
2021-12-31 $3.5M 36k 98.17
2021-09-30 $2.3M 24k 97.33
2021-06-30 $2.2M 24k 91.69
2021-03-31 $1.8M 23k 77.66
2020-12-31 $1.7M 25k 68.55