Morgan Stanley shares owned by Private Wealth Partners
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Private Wealth Partners
from 13F filings
Historical chart of Private Wealth Partners investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Private Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $6.5M | 62k | 104.24 |
| 2024-03-31 | $5.0M | 53k | 94.16 |
| 2023-12-31 | $6.0M | 64k | 93.25 |
| 2023-09-30 | $4.8M | 59k | 81.67 |
| 2023-06-30 | $4.8M | 56k | 85.40 |
| 2023-03-31 | $4.6M | 53k | 87.80 |
| 2022-12-31 | $4.1M | 49k | 85.02 |
| 2022-09-30 | $2.3M | 29k | 79.00 |
| 2022-06-30 | $3.2M | 42k | 76.05 |
| 2022-03-31 | $4.3M | 49k | 87.40 |
| 2021-12-31 | $5.1M | 52k | 98.16 |
| 2011-09-30 | $371k | 28k | 13.50 |
| 2011-06-30 | $1.3M | 57k | 23.01 |