Morgan Stanley shares owned by TCI Wealth Advisors
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by TCI Wealth Advisors
from 13F filings
Historical chart of TCI Wealth Advisors investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by TCI Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $242k | 1.5k | 158.96 |
| 2025-06-30 | $209k | 1.5k | 140.86 |
| 2023-03-31 | $72k | 818 | 87.80 |
| 2022-12-31 | $64k | 748 | 85.02 |
| 2022-09-30 | $68k | 864 | 78.70 |
| 2022-06-30 | $56k | 738 | 75.88 |
| 2022-03-31 | $65k | 741 | 87.72 |
| 2021-12-31 | $74k | 752 | 98.40 |
| 2021-09-30 | $73k | 752 | 97.07 |
| 2021-06-30 | $69k | 752 | 91.76 |
| 2021-03-31 | $59k | 765 | 77.12 |
| 2020-12-31 | $44k | 636 | 69.18 |
| 2020-09-30 | $22k | 447 | 49.22 |
| 2020-06-30 | $22k | 447 | 49.22 |
| 2020-03-31 | $15k | 455 | 32.97 |
| 2019-12-31 | $61k | 1.2k | 50.83 |
| 2019-09-30 | $18k | 417 | 43.17 |
| 2019-06-30 | $23k | 524 | 43.89 |
| 2019-03-31 | $22k | 524 | 41.98 |
| 2018-12-31 | $17k | 426 | 39.91 |
| 2018-09-30 | $20k | 422 | 47.39 |
| 2018-06-30 | $20k | 417 | 47.96 |
| 2018-03-31 | $23k | 417 | 55.16 |
| 2017-12-31 | $22k | 417 | 52.76 |
| 2017-09-30 | $20k | 417 | 47.96 |
| 2017-06-30 | $19k | 421 | 45.13 |
| 2017-03-31 | $18k | 421 | 42.76 |
| 2016-12-31 | $22k | 523 | 42.07 |
| 2016-09-30 | $13k | 421 | 30.88 |
| 2016-06-30 | $11k | 421 | 26.13 |
| 2016-03-31 | $11k | 421 | 26.13 |
| 2015-12-31 | $27k | 857 | 31.51 |
| 2015-09-30 | $10k | 332 | 30.12 |
| 2015-06-30 | $13k | 332 | 39.16 |
| 2015-03-31 | $12k | 332 | 36.14 |
| 2014-12-31 | $13k | 332 | 39.16 |
| 2014-09-30 | $11k | 332 | 33.13 |
| 2014-06-30 | $11k | 332 | 33.13 |
| 2014-03-31 | $10k | 332 | 30.12 |
| 2013-12-31 | $10k | 332 | 30.12 |
| 2013-09-30 | $9.0k | 332 | 27.11 |
| 2013-06-30 | $8.0k | 332 | 24.10 |
| 2013-03-31 | $7.0k | 332 | 21.08 |
| 2012-12-31 | $6.0k | 332 | 18.07 |