Morgan Stanley shares owned by Resonant Capital Advisors
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Resonant Capital Advisors
from 13F filings
Historical chart of Resonant Capital Advisors investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Resonant Capital Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Morgan Stanley by Resonant Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 7.9k | 158.96 |
| 2025-06-30 | $1.1M | 7.8k | 140.86 |
| 2025-03-31 | $732k | 6.3k | 116.67 |
| 2024-12-31 | $775k | 6.2k | 125.72 |
| 2024-09-30 | $620k | 5.9k | 104.24 |
| 2024-06-30 | $561k | 5.8k | 97.19 |
| 2024-03-31 | $461k | 4.9k | 94.16 |
| 2023-12-31 | $238k | 2.6k | 93.25 |
| 2023-09-30 | $228k | 2.8k | 81.67 |
| 2023-06-30 | $244k | 2.9k | 85.40 |
| 2023-03-31 | $234k | 2.7k | 87.80 |
| 2022-12-31 | $305k | 3.6k | 85.02 |
| 2022-03-31 | $214k | 2.5k | 86.89 |