Morgan Stanley shares owned by Sequoia Financial Advisors
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Sequoia Financial Advisors
from 13F filings
Historical chart of Sequoia Financial Advisors investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Sequoia Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $41M | 259k | 158.96 |
| 2025-06-30 | $28M | 200k | 140.86 |
| 2025-03-31 | $22M | 188k | 116.67 |
| 2024-12-31 | $7.6M | 60k | 125.72 |
| 2024-09-30 | $6.0M | 58k | 104.24 |
| 2024-06-30 | $4.5M | 47k | 97.19 |
| 2024-03-31 | $4.1M | 43k | 94.16 |
| 2023-12-31 | $5.4M | 58k | 93.25 |
| 2023-09-30 | $2.1M | 26k | 81.67 |
| 2023-06-30 | $2.2M | 26k | 85.40 |
| 2023-03-31 | $2.2M | 25k | 87.80 |
| 2022-12-31 | $1.7M | 20k | 85.02 |
| 2022-09-30 | $1.1M | 25k | 44.00 |
| 2022-06-30 | $1.1M | 26k | 44.48 |
| 2022-03-31 | $1.6M | 30k | 53.91 |
| 2021-12-31 | $1.8M | 32k | 56.23 |
| 2021-09-30 | $873k | 12k | 75.42 |
| 2021-06-30 | $1.6M | 31k | 51.56 |
| 2021-03-31 | $1.2M | 29k | 42.01 |
| 2020-12-31 | $1.1M | 28k | 38.97 |
| 2020-09-30 | $349k | 7.2k | 48.32 |
| 2020-06-30 | $0 | 0 | 0.00 |
| 2020-03-31 | $219k | 6.5k | 33.93 |
| 2018-09-30 | $250k | 5.4k | 46.57 |
| 2018-06-30 | $254k | 5.4k | 47.32 |
| 2018-03-31 | $329k | 6.1k | 54.02 |
| 2017-12-31 | $5.8M | 110k | 52.47 |
| 2017-09-30 | $5.1M | 105k | 48.17 |
| 2017-06-30 | $4.5M | 102k | 44.56 |
| 2017-03-31 | $4.0M | 94k | 42.83 |
| 2016-12-31 | $3.7M | 87k | 42.25 |
| 2016-09-30 | $1.3M | 42k | 32.07 |
More positions owned by Sequoia Financial Advisors
View all positions for Sequoia Financial Advisors