Morgan Stanley shares owned by Quantum Financial Advisors
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Quantum Financial Advisors
from 13F filings
Historical chart of Quantum Financial Advisors investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Quantum Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Morgan Stanley by Quantum Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $358k | 3.4k | 104.25 |
| 2024-06-30 | $347k | 3.6k | 97.20 |
| 2024-03-31 | $336k | 3.6k | 94.17 |
| 2023-12-31 | $333k | 3.6k | 93.26 |
| 2023-09-30 | $348k | 4.3k | 81.68 |
| 2023-06-30 | $305k | 3.6k | 85.41 |
| 2023-03-31 | $314k | 3.6k | 87.81 |
| 2022-12-31 | $304k | 3.6k | 85.03 |
| 2022-09-30 | $281k | 3.6k | 79.15 |
| 2022-06-30 | $315k | 3.5k | 88.86 |
More positions owned by Quantum Financial Advisors
View all positions for Quantum Financial Advisors