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Morgan Stanley shares owned by Richardson Financial Services

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Richardson Financial Services from 13F filings

Historical chart of Richardson Financial Services investment in Morgan Stanley

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

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Quarterly reported holdings in Morgan Stanley by Richardson Financial Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $31k 332 94.16
2023-12-31 $55k 585 93.25

More positions owned by Richardson Financial Services

SPDR S&P 500 Etf - Equity (SPLG)
Vanguard Value ETF Exchange Traded Fund (VTV)
Vanguard Growth ETF Exchange Traded Fund (VUG)
Apple Common Stock (AAPL)
Amazon.com Common Stock (AMZN)
Spdr S&p Developed World Ex-us Etf - Equity (SPDW)
Spdr Portfolio Emerging Markets Etf - Equity (SPEM)
Ishares High Yield Corp Etf - Fixed Income (HYG)
Vanguard S&p 500 Etf - Equity (VOO)
Microsoft Corp Common Stock (MSFT)
Vanguard Ftse Developed Markets Etf - Equity (VEA)
iShares Core MSCI Emerging Markets ETF Exchange Traded Fund (IEMG)
NVIDIA Corp Common Stock (NVDA)
Vanguard Small Cap Growth Etf Etf - Equity (VBK)
iShares Core MSCI Europe ETF Exchange Traded Fund (IEUR)

View all positions for Richardson Financial Services

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
Vanguard Group
BlackRock
Jpmorgan Chase & Co
Wellington Management Company
Bank of America Corporation
Geode Capital Management
Bornite Capital Management
Fisher Investments
Massachusetts Financial Services
UBS Group
FMR
Ameriprise Financial
T. Rowe Price Associates
Goldman Sachs Group

View all funds holding Morgan Stanley