Morgan Stanley shares owned by Summit Trail Advisors
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Summit Trail Advisors
from 13F filings
Historical chart of Summit Trail Advisors investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Summit Trail Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $1.2M | 13k | 94.16 |
2023-12-31 | $1.0M | 11k | 93.25 |
2023-09-30 | $1.0M | 13k | 81.67 |
2023-06-30 | $1.1M | 13k | 85.40 |
2023-03-31 | $833k | 9.5k | 87.80 |
2022-12-31 | $374k | 4.4k | 85.02 |
2022-09-30 | $447k | 5.7k | 78.96 |
2022-06-30 | $460k | 6.0k | 76.06 |
2022-03-31 | $509k | 5.8k | 87.35 |
2021-12-31 | $398k | 4.1k | 98.17 |
2021-09-30 | $355k | 3.7k | 97.23 |
2021-06-30 | $410k | 4.5k | 91.64 |
2021-03-31 | $347k | 4.5k | 77.56 |
2020-12-31 | $309k | 4.5k | 68.48 |
2020-06-30 | $204k | 4.2k | 48.36 |
2019-03-31 | $215k | 5.1k | 42.16 |
2018-03-31 | $876k | 876k | 1.00 |
2017-12-31 | $1.1M | 19k | 56.48 |