Morgan Stanley shares owned by Summit Global Investments
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Summit Global Investments
from 13F filings
Historical chart of Summit Global Investments investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Summit Global Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.4M | 13k | 104.27 |
| 2024-06-30 | $434k | 4.5k | 97.22 |
| 2024-03-31 | $249k | 2.6k | 94.18 |
| 2023-12-31 | $253k | 2.7k | 93.12 |
| 2023-09-30 | $220k | 2.7k | 81.72 |
| 2023-06-30 | $219k | 2.6k | 85.45 |
| 2023-03-31 | $225k | 2.6k | 87.79 |
| 2022-12-31 | $218k | 2.6k | 84.89 |
| 2022-09-30 | $203k | 2.6k | 79.05 |
| 2022-03-31 | $224k | 2.6k | 87.40 |
| 2021-12-31 | $252k | 2.6k | 98.32 |
| 2021-09-30 | $249k | 2.6k | 97.15 |
| 2021-06-30 | $230k | 2.5k | 91.52 |