Morgan Stanley shares owned by Summit Financial
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Summit Financial
from 13F filings
Historical chart of Summit Financial investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Summit Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.2M | 49k | 104.24 |
| 2024-06-30 | $4.5M | 47k | 97.19 |
| 2024-03-31 | $2.6M | 28k | 94.16 |
| 2023-12-31 | $2.6M | 28k | 93.25 |
| 2023-09-30 | $4.1M | 50k | 81.67 |
| 2023-06-30 | $3.5M | 41k | 85.40 |
| 2023-03-31 | $1.2M | 14k | 87.80 |
| 2022-12-31 | $1.1M | 13k | 85.02 |
| 2022-09-30 | $691k | 8.8k | 79.01 |
| 2022-06-30 | $338k | 4.4k | 76.06 |
| 2022-03-31 | $468k | 5.4k | 87.40 |
| 2021-12-31 | $517k | 5.3k | 98.16 |
| 2021-09-30 | $334k | 3.4k | 97.31 |