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
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Strategic Investment Advisors / MI consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Morgan Stanley by Strategic Investment Advisors / MI
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $278k | 1.7k | 164.61 |
| 2024-09-30 | $445k | 4.3k | 104.24 |
| 2024-06-30 | $525k | 5.4k | 97.18 |
| 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 |
More positions owned by Strategic Investment Advisors / MI
View all positions for Strategic Investment Advisors / MI