Morgan Stanley shares owned by Savant Capital Management
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Savant Capital Management
from 13F filings
Historical chart of Savant Capital Management investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Savant Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.8M | 30k | 93.25 |
| 2023-09-30 | $2.3M | 28k | 81.67 |
| 2023-06-30 | $2.3M | 27k | 85.40 |
| 2023-03-31 | $2.1M | 24k | 87.80 |
| 2022-12-31 | $1.9M | 22k | 84.82 |
| 2022-09-30 | $1.7M | 21k | 78.99 |
| 2022-06-30 | $1.7M | 22k | 76.05 |
| 2022-03-31 | $1.9M | 22k | 87.37 |
| 2021-12-31 | $2.1M | 21k | 98.16 |
| 2021-09-30 | $1.9M | 20k | 97.30 |
| 2021-06-30 | $1.7M | 19k | 91.71 |
| 2021-03-31 | $1.5M | 19k | 77.67 |
| 2020-12-31 | $1.2M | 18k | 68.52 |
| 2020-09-30 | $663k | 14k | 48.33 |
| 2020-06-30 | $635k | 13k | 48.31 |
| 2020-03-31 | $396k | 12k | 34.04 |
| 2019-12-31 | $527k | 10k | 51.09 |
| 2019-09-30 | $416k | 9.8k | 42.64 |
| 2019-06-30 | $420k | 9.6k | 43.82 |
| 2019-03-31 | $395k | 9.4k | 42.19 |
| 2018-12-31 | $383k | 9.7k | 39.67 |
| 2018-09-30 | $463k | 9.9k | 46.59 |
| 2018-06-30 | $467k | 9.9k | 47.41 |
| 2018-03-31 | $537k | 10k | 53.95 |
| 2017-12-31 | $530k | 10k | 52.49 |
| 2017-09-30 | $479k | 10k | 48.13 |
| 2017-06-30 | $439k | 9.9k | 44.51 |
| 2017-03-31 | $415k | 9.7k | 42.89 |
| 2016-12-31 | $406k | 9.6k | 42.29 |
| 2016-09-30 | $337k | 11k | 32.02 |
| 2016-06-30 | $270k | 10k | 26.02 |
| 2016-03-31 | $253k | 10k | 25.02 |
| 2015-12-31 | $346k | 11k | 31.81 |
| 2015-09-30 | $334k | 11k | 31.49 |
| 2015-06-30 | $408k | 11k | 38.83 |
| 2015-03-31 | $366k | 10k | 35.65 |
| 2014-12-31 | $402k | 10k | 38.78 |
| 2014-09-30 | $339k | 9.8k | 34.54 |
| 2014-06-30 | $317k | 9.8k | 32.30 |
| 2014-03-31 | $309k | 9.9k | 31.20 |
| 2013-12-31 | $302k | 9.6k | 31.41 |
| 2013-09-30 | $258k | 9.6k | 26.91 |
| 2013-06-30 | $239k | 9.8k | 24.40 |