Morgan Stanley shares owned by Schechter Investment Advisors
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Schechter Investment Advisors
from 13F filings
Historical chart of Schechter Investment Advisors investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Schechter Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Morgan Stanley by Schechter Investment Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $1.6M | 16k | 104.24 |
2024-06-30 | $1.8M | 19k | 97.19 |
2024-03-31 | $1.5M | 16k | 94.16 |
2023-12-31 | $1.8M | 20k | 93.25 |
2023-09-30 | $1.4M | 17k | 81.67 |
2023-06-30 | $797k | 9.3k | 85.40 |
2023-03-31 | $930k | 11k | 87.99 |
2022-12-31 | $766k | 9.0k | 85.02 |
2022-09-30 | $607k | 7.9k | 76.92 |
2022-06-30 | $516k | 7.2k | 72.07 |
2022-03-31 | $659k | 7.3k | 90.09 |
2021-12-31 | $523k | 5.3k | 99.10 |
More positions owned by Schechter Investment Advisors
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