Morgan Stanley shares owned by Principle Wealth Partners
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Principle Wealth Partners
from 13F filings
Historical chart of Principle Wealth Partners investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Principle Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $1.1M | 12k | 97.19 |
| 2024-03-31 | $1.1M | 12k | 94.16 |
| 2023-12-31 | $1.1M | 12k | 93.25 |
| 2023-09-30 | $950k | 12k | 81.67 |
| 2023-06-30 | $993k | 12k | 85.41 |
| 2023-03-31 | $1.1M | 13k | 87.80 |
| 2022-12-31 | $1.1M | 13k | 85.02 |
| 2022-09-30 | $995k | 13k | 79.04 |
| 2022-06-30 | $957k | 13k | 76.02 |
| 2022-03-31 | $1.1M | 13k | 87.38 |
| 2021-12-31 | $1.2M | 13k | 98.13 |
| 2021-09-30 | $1.2M | 13k | 97.29 |
| 2021-06-30 | $1.2M | 13k | 91.68 |
| 2021-03-31 | $1.1M | 14k | 77.67 |
| 2020-12-31 | $943k | 14k | 68.52 |
| 2020-09-30 | $689k | 14k | 48.34 |
| 2020-06-30 | $688k | 14k | 48.27 |
| 2020-03-31 | $485k | 14k | 34.03 |
| 2019-12-31 | $729k | 14k | 51.15 |
| 2019-09-30 | $583k | 14k | 42.64 |
| 2019-06-30 | $462k | 11k | 43.83 |
| 2019-03-31 | $445k | 11k | 42.22 |
| 2018-12-31 | $336k | 9.0k | 37.47 |