Morgan Stanley shares owned by ProVise Management Group
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by ProVise Management Group
from 13F filings
Historical chart of ProVise Management Group investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by ProVise Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $326k | 2.1k | 158.93 |
| 2025-06-30 | $254k | 1.8k | 140.87 |
| 2025-03-31 | $214k | 1.8k | 116.70 |
| 2024-12-31 | $230k | 1.8k | 125.72 |
| 2021-12-31 | $266k | 2.7k | 98.08 |
| 2021-09-30 | $273k | 2.8k | 97.33 |
| 2021-06-30 | $375k | 4.1k | 91.71 |
| 2021-03-31 | $324k | 4.2k | 77.68 |
| 2020-12-31 | $258k | 3.8k | 68.62 |
| 2017-06-30 | $361k | 8.1k | 44.59 |
| 2017-03-31 | $389k | 9.1k | 42.81 |
| 2016-12-31 | $368k | 8.7k | 42.25 |
| 2016-09-30 | $313k | 9.7k | 32.11 |