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Morgan Stanley shares owned by Retirement Planning Co of New England

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Retirement Planning Co of New England from 13F filings

Historical chart of Retirement Planning Co of New England investment in Morgan Stanley

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All positions including Morgan Stanley held by Retirement Planning Co of New England consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Retirement Planning Co of New England

Quarter filed Position value Share count Share price at filing
2024-09-30 $949k 9.1k 104.24
2024-06-30 $909k 9.4k 97.19
2024-03-31 $882k 9.4k 94.16
2023-12-31 $1.4M 15k 93.25
2023-09-30 $1.2M 15k 81.67
2023-06-30 $894k 11k 85.40
2023-03-31 $916k 10k 87.80
2022-12-31 $862k 10k 85.02
2022-09-30 $799k 10k 78.93
2022-06-30 $766k 10k 76.01
2022-03-31 $907k 10k 87.35
2021-12-31 $1.0M 10k 98.10