Morgan Stanley shares owned by Regal Investment Advisors
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Regal Investment Advisors
from 13F filings
Historical chart of Regal Investment Advisors investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Regal Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.5M | 8.7k | 177.53 |
| 2025-09-30 | $1.4M | 9.1k | 158.96 |
| 2025-06-30 | $1.4M | 9.7k | 140.86 |
| 2025-03-31 | $1.6M | 14k | 116.67 |
| 2024-12-31 | $2.6M | 21k | 125.72 |
| 2024-09-30 | $824k | 7.9k | 104.25 |
| 2024-06-30 | $689k | 7.1k | 97.20 |
| 2024-03-31 | $670k | 7.1k | 94.17 |
| 2023-09-30 | $317k | 3.9k | 81.67 |
| 2023-06-30 | $333k | 3.9k | 85.41 |
| 2023-03-31 | $462k | 5.3k | 87.80 |
| 2022-12-31 | $464k | 5.5k | 85.02 |
| 2022-09-30 | $440k | 5.6k | 79.02 |
| 2022-06-30 | $422k | 5.6k | 76.00 |
| 2022-03-31 | $486k | 5.6k | 87.52 |
| 2021-12-31 | $546k | 5.6k | 98.24 |
| 2021-09-30 | $536k | 5.5k | 97.35 |
| 2021-06-30 | $505k | 5.5k | 91.72 |
| 2020-12-31 | $418k | 6.1k | 68.51 |
| 2020-06-30 | $315k | 6.5k | 48.31 |
| 2019-12-31 | $200k | 3.9k | 51.18 |
| 2018-09-30 | $221k | 4.8k | 46.49 |
| 2018-03-31 | $242k | 4.5k | 54.04 |
| 2017-12-31 | $235k | 4.5k | 52.48 |
| 2017-09-30 | $218k | 4.5k | 48.08 |
| 2015-09-30 | $114k | 3.6k | 31.37 |
| 2015-06-30 | $140k | 3.6k | 38.70 |
| 2015-03-31 | $129k | 3.6k | 35.66 |
| 2014-12-31 | $140k | 3.6k | 38.70 |
| 2014-09-30 | $125k | 3.6k | 34.55 |
| 2014-06-30 | $117k | 3.6k | 32.33 |
| 2014-03-31 | $113k | 3.6k | 31.23 |
| 2013-12-31 | $7.0k | 235 | 29.79 |
| 2013-09-30 | $102k | 3.8k | 26.89 |
| 2013-06-30 | $88k | 3.6k | 24.32 |