Morgan Stanley shares owned by Sutton Wealth Advisors
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Sutton Wealth Advisors
from 13F filings
Historical chart of Sutton Wealth Advisors investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Sutton Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $194k | 2.4k | 81.67 |
| 2023-06-30 | $198k | 2.3k | 85.40 |
| 2023-03-31 | $160k | 1.8k | 87.80 |
| 2022-12-31 | $157k | 1.8k | 85.03 |
| 2022-09-30 | $145k | 1.8k | 79.02 |
| 2022-06-30 | $104k | 1.4k | 76.07 |
| 2022-03-31 | $99k | 1.1k | 87.40 |
| 2021-12-31 | $87k | 881 | 98.17 |
| 2021-09-30 | $85k | 869 | 97.31 |
| 2021-06-30 | $80k | 869 | 91.69 |
| 2021-03-31 | $63k | 809 | 77.66 |
| 2020-12-31 | $55k | 806 | 68.53 |
| 2020-09-30 | $37k | 767 | 48.35 |
| 2020-06-30 | $36k | 736 | 48.30 |
| 2020-03-31 | $26k | 773 | 34.00 |
| 2019-12-31 | $36k | 707 | 51.12 |
| 2019-09-30 | $30k | 707 | 42.67 |
| 2019-06-30 | $31k | 707 | 43.81 |
| 2019-03-31 | $30k | 707 | 42.20 |
| 2018-12-31 | $28k | 707 | 39.65 |
| 2018-09-30 | $33k | 697 | 46.57 |
| 2018-06-30 | $33k | 697 | 47.40 |
| 2018-03-31 | $38k | 697 | 53.96 |
| 2017-12-31 | $30k | 567 | 52.47 |
| 2017-09-30 | $27k | 567 | 48.17 |
| 2017-06-30 | $25k | 567 | 44.56 |
| 2017-03-31 | $24k | 567 | 42.84 |
| 2016-12-31 | $24k | 567 | 42.25 |
| 2016-09-30 | $18k | 567 | 32.06 |
| 2016-06-30 | $15k | 567 | 25.98 |
| 2016-03-31 | $14k | 563 | 25.01 |