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Morgan Stanley shares owned by Schear Investment Advisers

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Schear Investment Advisers from 13F filings

Historical chart of Schear Investment Advisers investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

All positions including Morgan Stanley held by Schear Investment Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Schear Investment Advisers

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 11k 104.24
2024-06-30 $963k 9.9k 97.19
2024-03-31 $953k 10k 94.16
2023-12-31 $1.4M 15k 93.25
2023-09-30 $1.2M 15k 81.67
2023-06-30 $1.3M 15k 85.40
2023-03-31 $1.3M 15k 87.80
2022-12-31 $1.3M 15k 85.02