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Morgan Stanley shares owned by Rise Advisors

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Rise Advisors from 13F filings

Historical chart of Rise Advisors investment in Morgan Stanley

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

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Quarterly reported holdings in Morgan Stanley by Rise Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $187k 1.8k 104.21
2024-06-30 $173k 1.8k 97.19
2024-03-31 $166k 1.8k 94.16
2023-12-31 $100k 1.1k 93.27
2023-09-30 $82k 1.0k 81.65
2023-06-30 $85k 996 85.41
2023-03-31 $89k 1.0k 87.81
2022-12-31 $86k 1.0k 85.04
2022-09-30 $79k 997 79.24
2022-06-30 $75k 988 75.91
2022-03-31 $77k 880 87.50
2021-12-31 $78k 796 98.15