Morgan Stanley shares owned by Resurgent Financial Advisors
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Resurgent Financial Advisors
from 13F filings
Historical chart of Resurgent Financial Advisors investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Resurgent Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $986k | 6.2k | 158.96 |
| 2025-06-30 | $1.2M | 8.5k | 140.86 |
| 2025-03-31 | $1.4M | 12k | 116.67 |
| 2024-12-31 | $962k | 7.7k | 125.72 |
| 2024-09-30 | $817k | 7.8k | 104.24 |
| 2024-06-30 | $671k | 6.9k | 97.19 |
| 2024-03-31 | $673k | 7.1k | 94.16 |
| 2023-12-31 | $807k | 8.7k | 93.25 |
| 2023-09-30 | $779k | 9.5k | 81.67 |
| 2023-06-30 | $785k | 9.2k | 85.40 |
| 2023-03-31 | $757k | 8.6k | 87.80 |
| 2022-12-31 | $674k | 7.9k | 85.02 |
| 2022-09-30 | $603k | 7.6k | 79.04 |
| 2021-12-31 | $1.2M | 12k | 98.13 |
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