Morgan Stanley shares owned by Polaris Wealth Advisers
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Polaris Wealth Advisers
from 13F filings
Historical chart of Polaris Wealth Advisers investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Polaris Wealth Advisers consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Morgan Stanley by Polaris Wealth Advisers
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-09-30 | $3.4M | 42k | 81.67 |
2023-06-30 | $15M | 176k | 85.40 |
2023-03-31 | $16M | 177k | 87.80 |
2022-12-31 | $17M | 187k | 89.43 |
2022-09-30 | $26M | 332k | 78.41 |
2022-06-30 | $26M | 342k | 76.06 |
2019-03-31 | $234k | 5.4k | 43.45 |
2018-12-31 | $214k | 5.4k | 39.73 |
2018-09-30 | $251k | 5.4k | 46.60 |
2018-06-30 | $27M | 500k | 53.96 |
2018-03-31 | $27M | 500k | 53.96 |
2017-12-31 | $25M | 472k | 52.47 |
2017-09-30 | $22M | 450k | 48.17 |
2017-06-30 | $20M | 443k | 44.56 |