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Morgan Stanley shares owned by Private Capital Advisors

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Private Capital Advisors from 13F filings

Historical chart of Private Capital Advisors investment in Morgan Stanley

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All positions including Morgan Stanley held by Private Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Private Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $222k 1.3k 177.53
2025-06-30 $211k 1.5k 140.86
2022-09-30 $8.5M 107k 79.01
2022-06-30 $8.2M 108k 76.06
2022-03-31 $9.4M 108k 87.40