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
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Sage Mountain Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Morgan Stanley by Sage Mountain Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 | $307k | 4.0k | 76.05 |
2022-03-31 | $357k | 4.1k | 87.35 |
2021-12-31 | $546k | 5.6k | 98.11 |
2021-09-30 | $397k | 4.1k | 97.23 |
2021-06-30 | $372k | 4.1k | 91.76 |