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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

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Quarterly 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