Morgan Stanley shares owned by SRS Capital Advisors
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by SRS Capital Advisors
from 13F filings
Historical chart of SRS Capital Advisors investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by SRS Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $15M | 91k | 158.96 |
| 2025-06-30 | $4.7M | 32k | 146.70 |
| 2025-03-31 | $3.4M | 30k | 116.67 |
| 2024-12-31 | $197k | 1.6k | 125.66 |
| 2024-09-30 | $108k | 1.0k | 104.19 |
| 2024-06-30 | $84k | 868 | 97.20 |
| 2024-03-31 | $56k | 591 | 94.11 |
| 2023-12-31 | $55k | 593 | 93.17 |
| 2023-09-30 | $51k | 619 | 81.66 |
| 2023-06-30 | $52k | 605 | 85.40 |
| 2023-03-31 | $48k | 551 | 87.73 |
| 2022-12-31 | $47k | 547 | 85.02 |
| 2022-09-30 | $46k | 588 | 78.23 |
| 2022-06-30 | $46k | 603 | 76.29 |
| 2022-03-31 | $54k | 621 | 86.96 |
| 2021-12-31 | $51k | 524 | 97.33 |
| 2021-09-30 | $46k | 473 | 97.25 |
| 2021-06-30 | $21k | 227 | 92.51 |
| 2020-12-31 | $13k | 194 | 67.01 |
| 2020-09-30 | $7.0k | 150 | 46.67 |
| 2020-06-30 | $7.0k | 150 | 46.67 |
| 2020-03-31 | $5.0k | 150 | 33.33 |
| 2019-12-31 | $8.0k | 150 | 53.33 |
| 2019-09-30 | $6.0k | 150 | 40.00 |
| 2019-06-30 | $7.0k | 150 | 46.67 |
| 2018-12-31 | $6.0k | 150 | 40.00 |
| 2018-09-30 | $7.0k | 150 | 46.67 |
| 2018-06-30 | $24k | 510 | 47.06 |
| 2018-03-31 | $26k | 498 | 52.21 |
| 2017-12-31 | $28k | 552 | 50.72 |
| 2017-09-30 | $18k | 392 | 45.92 |
| 2017-06-30 | $40k | 903 | 44.30 |
| 2017-03-31 | $32k | 757 | 42.27 |
| 2016-12-31 | $24k | 578 | 41.52 |