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Morgan Stanley shares owned by Strategic Investment Advisors / MI

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Strategic Investment Advisors / MI from 13F filings

Historical chart of Strategic Investment Advisors / MI investment in Morgan Stanley

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All positions including Morgan Stanley held by Strategic Investment Advisors / MI consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Strategic Investment Advisors / MI

Quarter filed Position value Share count Share price at filing
2024-03-31 $553k 5.9k 94.16
2023-12-31 $423k 4.5k 93.25
2023-09-30 $461k 5.6k 81.66
2023-06-30 $487k 5.7k 85.41
2023-03-31 $484k 5.5k 87.80
2022-12-31 $1.2M 14k 85.02
2022-09-30 $1.1M 14k 78.99
2022-06-30 $1.1M 14k 76.03
2022-03-31 $1.1M 13k 87.40
2021-12-31 $1.2M 12k 98.18
2021-09-30 $1.1M 11k 97.32
2021-06-30 $1.0M 11k 91.73
2021-03-31 $515k 6.6k 77.60
2020-12-31 $515k 7.5k 68.57
2020-09-30 $355k 7.3k 48.37
2020-06-30 $285k 5.9k 48.25
2019-12-31 $258k 5.0k 51.15