Morgan Stanley shares owned by Private Advisory
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Private Advisory
from 13F filings
Historical chart of Private Advisory investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Private Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Morgan Stanley by Private Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $213k | 1.3k | 158.96 |
| 2025-03-31 | $211k | 1.8k | 116.67 |
| 2018-03-31 | $466k | 8.6k | 54.00 |
| 2017-12-31 | $445k | 8.5k | 52.46 |
| 2017-09-30 | $572k | 12k | 48.08 |
| 2017-06-30 | $2.7M | 1.9M | 1.37 |
| 2017-03-31 | $300k | 7.0k | 42.55 |
| 2016-12-31 | $212k | 5.1k | 41.74 |