Morgan Stanley shares owned by Sowell Financial Services
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Sowell Financial Services
from 13F filings
Historical chart of Sowell Financial Services investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Sowell Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.3M | 22k | 104.25 |
| 2024-06-30 | $2.2M | 23k | 97.18 |
| 2024-03-31 | $2.2M | 23k | 94.15 |
| 2023-12-31 | $2.1M | 23k | 93.24 |
| 2023-09-30 | $2.3M | 28k | 81.69 |
| 2023-06-30 | $2.1M | 25k | 85.40 |
| 2023-03-31 | $1.4M | 16k | 87.80 |
| 2022-12-31 | $1.8M | 21k | 85.03 |
| 2022-09-30 | $1.1M | 15k | 79.03 |
| 2022-06-30 | $1.3M | 18k | 76.06 |
| 2022-03-31 | $933k | 11k | 84.65 |
| 2021-12-31 | $2.9M | 30k | 98.15 |
| 2021-09-30 | $2.8M | 29k | 97.33 |
| 2021-06-30 | $3.0M | 33k | 91.68 |
| 2021-03-31 | $3.4M | 39k | 86.84 |
| 2020-12-31 | $2.8M | 41k | 68.53 |
| 2020-09-30 | $2.0M | 42k | 48.35 |
| 2020-06-30 | $861k | 18k | 48.33 |
| 2020-03-31 | $405k | 12k | 34.01 |
| 2019-12-31 | $601k | 12k | 51.11 |
| 2019-09-30 | $312k | 7.3k | 42.61 |
| 2019-03-31 | $304k | 7.2k | 42.15 |
| 2018-12-31 | $401k | 10k | 39.64 |
| 2018-09-30 | $426k | 9.2k | 46.54 |
| 2018-06-30 | $433k | 9.2k | 47.31 |
| 2018-03-31 | $438k | 8.5k | 51.70 |
| 2017-12-31 | $518k | 9.3k | 55.83 |
| 2017-09-30 | $940k | 19k | 49.61 |
| 2017-06-30 | $513k | 11k | 47.91 |
| 2017-03-31 | $240k | 5.6k | 42.72 |
| 2016-12-31 | $163k | 3.5k | 46.05 |