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Morgan Stanley shares owned by Running Point Capital Advisors

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

Historical chart of Running Point Capital Advisors investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Morgan Stanley by Running Point Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $315k 2.0k 158.96
2025-06-30 $273k 1.9k 140.86
2025-03-31 $223k 1.9k 116.67
2024-12-31 $228k 1.8k 125.73

More positions owned by Running Point Capital Advisors

Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust Bloomberg 3-12 M (BILS)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Intl (IDEV)
Fidelity Covington Trust Low Volity Etf (FDLO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Russell 3000 Etf (IWV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Ishares Msci Equal Weite (EUSA)
Ishares Tr Msci Usa Min Vol (USMV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)

View all positions for Running Point Capital Advisors

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
Vanguard Group
State Street Corporation
BlackRock
Jpmorgan Chase & Co
Capital Research and Management Company - Division 3
Geode Capital Management
FMR
Fisher Investments
Capital Research Global Investors
Wellington Management Company
Goldman Sachs Group
UBS Group
Ameriprise Financial
Massachusetts Financial Services

View all funds holding Morgan Stanley