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Morgan Stanley shares owned by RiverFront Investment Group

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by RiverFront Investment Group from 13F filings

Historical chart of RiverFront Investment Group investment in Morgan Stanley

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All positions including Morgan Stanley held by RiverFront Investment Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by RiverFront Investment Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $875k 5.5k 158.96
2025-06-30 $239k 1.7k 140.86

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Schwab Strategic Tr 5 Common (SCHI)
Vanguard Bd Index Common (BND)
Ishares Tr U.s. Tech Common (IYW)
Select Sector Spdr Tr Common (XLK)
J P Morgan Exchange T Etf - E (JEPI)
Ishares Tr Eafe Value Common (EFV)
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Microsoft Corp Common (MSFT)
Ishares Tr S&p 500 In Common (IVV)
Ishares Tr Lehman 10- Common (TLH)

View all positions for RiverFront Investment Group

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
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Capital Research and Management Company - Division 3
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FMR
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Capital Research Global Investors
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Ameriprise Financial
Massachusetts Financial Services

View all funds holding Morgan Stanley