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Morgan Stanley shares owned by Rogco

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

Historical chart of Rogco investment in Morgan Stanley

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

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Quarterly reported holdings in Morgan Stanley by Rogco

Quarter filed Position value Share count Share price at filing
2024-09-30 $537k 5.2k 104.24
2024-06-30 $505k 5.2k 97.19
2024-03-31 $455k 4.8k 94.16
2023-12-31 $398k 4.3k 93.25
2023-09-30 $119k 1.5k 81.67

More positions owned by Rogco

iShares Core S&P 500 ETF Core S&p500 Etf (IVV)
iShares Core MSCI EAFE ETF Core Msci Eafe (IEFA)
Vanguard Total Bond Market ETF Total Bnd Mrkt (BND)
iShares Gold Trust Ishares New (IAU)
Vanguard Short-Term Treasury ETF Short Term Treas (VGSH)
SPDR Portfolio Short Term Corporate Bond ETF Portfolio Short (SPSB)
iShares Core S&P Mid-Cap ETF Core S&p Mcp Etf (IJH)
Vanguard Intmdt-Term Trs ETF Inter Term Treas (VGIT)
Principal Spectrum Pref Secs Actv ETF Spectrum Pfd (PREF)
iShares Core MSCI Emerging Markets ETF Core Msci Emkt (IEMG)
Kroger (KR)
Microsoft Corporation (MSFT)
Apple (AAPL)
Wal-Mart Stores (WMT)
Lincoln Electric Holdings (LECO)

View all positions for Rogco

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
State Street Corporation
Vanguard Group
BlackRock
Jpmorgan Chase & Co
Geode Capital Management
Bank of America Corporation
Fisher Investments
Massachusetts Financial Services
Goldman Sachs Group
Bank of New York Mellon
T. Rowe Price Associates
Charles Schwab Investment Management
Invesco
Susquehanna International

View all funds holding Morgan Stanley