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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

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

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Quarterly 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