Morgan Stanley shares owned by Sage Mountain Advisors
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Sage Mountain Advisors
from 13F filings
Historical chart of Sage Mountain Advisors investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Sage Mountain Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 8.0k | 158.96 |
| 2025-06-30 | $1.1M | 7.7k | 140.86 |
| 2025-03-31 | $840k | 7.2k | 116.67 |
| 2024-12-31 | $860k | 6.8k | 125.72 |
| 2024-09-30 | $641k | 6.2k | 104.24 |
| 2024-06-30 | $565k | 5.8k | 97.19 |
| 2024-03-31 | $406k | 4.3k | 94.16 |
| 2023-12-31 | $339k | 3.6k | 93.25 |
| 2023-09-30 | $364k | 4.5k | 81.67 |
| 2023-06-30 | $441k | 5.2k | 85.40 |
| 2023-03-31 | $491k | 5.6k | 87.80 |
| 2022-12-31 | $218k | 2.6k | 85.02 |
| 2022-06-30 | $269k | 3.5k | 75.95 |
| 2022-03-31 | $495k | 5.7k | 87.44 |
| 2021-12-31 | $546k | 5.6k | 98.11 |
| 2021-09-30 | $397k | 4.1k | 97.23 |
| 2021-06-30 | $372k | 4.1k | 91.76 |