Morgan Stanley shares owned by Rsm Us Wealth Management
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Rsm Us Wealth Management
from 13F filings
Historical chart of Rsm Us Wealth Management investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Rsm Us Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Morgan Stanley by Rsm Us Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.4M | 53k | 158.96 |
| 2025-06-30 | $7.2M | 51k | 140.86 |
| 2025-03-31 | $5.6M | 48k | 116.67 |
| 2024-12-31 | $5.5M | 44k | 125.75 |
| 2024-09-30 | $13M | 123k | 104.42 |
| 2024-06-30 | $4.5M | 46k | 98.64 |
| 2024-03-31 | $502k | 5.3k | 94.15 |
| 2023-12-31 | $470k | 5.0k | 93.25 |
| 2023-09-30 | $374k | 4.6k | 81.67 |
| 2023-06-30 | $375k | 4.4k | 85.40 |
| 2023-03-31 | $382k | 4.4k | 87.80 |
| 2022-12-31 | $276k | 3.2k | 85.02 |
| 2022-09-30 | $272k | 3.4k | 79.07 |
| 2022-06-30 | $260k | 3.4k | 75.93 |
| 2022-03-31 | $206k | 2.4k | 87.25 |
| 2021-12-31 | $246k | 2.5k | 98.01 |
| 2021-09-30 | $244k | 2.5k | 97.21 |
| 2016-09-30 | $206k | 6.4k | 32.07 |
| 2015-09-30 | $226k | 7.2k | 31.49 |