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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

Tip: Access up to 7 years of quarterly data

All positions including Morgan Stanley held by Resurgent Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Resurgent Financial Advisors

Quarter filed Position value Share count Share price at filing
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