Morgan Stanley shares owned by Symphony Financial
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Symphony Financial
from 13F filings
Historical chart of Symphony Financial investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Symphony Financial consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Morgan Stanley by Symphony Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.3M | 15k | 157.64 |
| 2025-06-30 | $2.1M | 16k | 134.81 |
| 2025-03-31 | $1.0M | 9.5k | 107.81 |
| 2024-12-31 | $1.3M | 9.4k | 136.08 |
| 2024-09-30 | $655k | 6.2k | 104.81 |
| 2024-06-30 | $364k | 3.7k | 98.28 |