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Morgan Stanley shares owned by Red Tortoise

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Red Tortoise from 13F filings

Historical chart of Red Tortoise investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

All positions including Morgan Stanley held by Red Tortoise consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Red Tortoise

Quarter filed Position value Share count Share price at filing
2024-03-31 $18k 189 93.65
2023-12-31 $18k 188 93.48
2023-09-30 $15k 188 81.00
2023-06-30 $16k 187 85.40
2023-03-31 $16k 187 87.80
2022-12-31 $4.7k 55 85.02
2021-09-30 $4.0k 55 72.73

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Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
Vanguard Group
Jpmorgan Chase & Co
Wellington Management Company
Bank of America Corporation
Fisher Investments
Massachusetts Financial Services
UBS Group
Royal Bank of Canada
Bank of New York Mellon
T. Rowe Price Associates
Goldman Sachs Group
Citadel Advisors
Legal & General Group
Norges Bank Investment Management

View all funds holding Morgan Stanley