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Morgan Stanley shares owned by Stonegate Investment Group

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Stonegate Investment Group from 13F filings

Historical chart of Stonegate Investment Group investment in Morgan Stanley

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

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Quarterly reported holdings in Morgan Stanley by Stonegate Investment Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.4M 36k 94.16
2023-12-31 $3.5M 37k 93.25
2023-09-30 $5.6M 69k 81.67
2023-06-30 $6.1M 71k 85.40
2023-03-31 $6.3M 72k 87.80
2022-12-31 $6.2M 72k 85.02
2022-09-30 $528k 6.7k 78.97
2022-06-30 $507k 6.7k 76.01
2022-03-31 $523k 6.0k 87.46
2021-12-31 $614k 6.3k 98.19