Morgan Stanley shares owned by Provenance Wealth Advisors
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Provenance Wealth Advisors
from 13F filings
Historical chart of Provenance Wealth Advisors investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Provenance Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $79k | 443 | 177.53 |
| 2025-09-30 | $70k | 443 | 158.96 |
| 2025-06-30 | $62k | 443 | 140.86 |
| 2025-03-31 | $52k | 443 | 116.67 |
| 2024-12-31 | $56k | 443 | 125.72 |
| 2024-09-30 | $46k | 443 | 104.24 |
| 2024-06-30 | $43k | 443 | 97.19 |
| 2024-03-31 | $42k | 443 | 94.16 |
| 2023-12-31 | $41k | 443 | 93.25 |
| 2023-09-30 | $2.6k | 32 | 81.66 |
More positions owned by Provenance Wealth Advisors
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