Morgan Stanley shares owned by Stephens
Historical chart of Stephens investment in Morgan Stanley
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All positions including Morgan Stanley held by Stephens consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Morgan Stanley by Stephens
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.5M | 28k | 158.96 |
| 2025-06-30 | $4.1M | 29k | 140.86 |
| 2025-03-31 | $3.4M | 29k | 116.67 |
| 2024-12-31 | $3.7M | 30k | 125.72 |
| 2024-09-30 | $3.3M | 32k | 104.24 |
| 2024-06-30 | $2.9M | 30k | 97.19 |
| 2024-03-31 | $2.8M | 30k | 94.16 |
| 2023-09-30 | $4.5M | 55k | 81.67 |
| 2023-06-30 | $6.2M | 72k | 85.40 |
| 2023-03-31 | $4.5M | 51k | 87.80 |
| 2022-12-31 | $4.6M | 54k | 85.02 |
| 2022-09-30 | $3.9M | 49k | 79.02 |
| 2022-06-30 | $3.4M | 45k | 76.06 |
| 2022-03-31 | $3.6M | 42k | 87.41 |
| 2021-12-31 | $3.8M | 39k | 98.16 |
| 2021-09-30 | $5.0M | 51k | 97.31 |
| 2021-06-30 | $5.1M | 56k | 91.69 |
| 2021-03-31 | $3.9M | 51k | 77.66 |
| 2020-12-31 | $3.3M | 49k | 68.53 |
| 2020-09-30 | $2.3M | 47k | 48.35 |
| 2020-06-30 | $2.4M | 51k | 48.29 |
| 2020-03-31 | $808k | 24k | 33.99 |
| 2019-12-31 | $508k | 9.9k | 51.14 |
| 2019-09-30 | $458k | 11k | 42.62 |
| 2019-06-30 | $428k | 9.8k | 43.77 |
| 2019-03-31 | $387k | 9.2k | 42.22 |
| 2018-12-31 | $306k | 7.7k | 39.65 |
| 2018-09-30 | $601k | 13k | 46.53 |
| 2018-06-30 | $599k | 13k | 47.42 |
| 2018-03-31 | $1.4M | 25k | 53.97 |
| 2017-12-31 | $685k | 13k | 52.47 |
| 2017-09-30 | $662k | 14k | 48.17 |
| 2017-06-30 | $632k | 14k | 44.59 |
| 2017-03-31 | $511k | 12k | 42.85 |
| 2016-12-31 | $461k | 11k | 42.24 |
| 2016-09-30 | $376k | 12k | 32.09 |
| 2016-06-30 | $243k | 9.3k | 26.01 |
| 2016-03-31 | $236k | 9.4k | 25.02 |
| 2015-12-31 | $390k | 12k | 31.80 |
| 2015-09-30 | $400k | 13k | 31.46 |
| 2015-06-30 | $488k | 13k | 38.82 |
| 2015-03-31 | $464k | 13k | 35.68 |
| 2014-12-31 | $1.5M | 38k | 38.79 |
| 2014-09-30 | $1.3M | 37k | 34.58 |
| 2014-06-30 | $362k | 11k | 32.34 |
| 2014-03-31 | $244k | 7.8k | 31.13 |
| 2013-12-31 | $244k | 7.8k | 31.33 |
| 2013-09-30 | $220k | 8.2k | 26.95 |
| 2013-06-30 | $201k | 8.2k | 24.41 |
| 2012-12-31 | $192k | 10k | 19.16 |