TFB Advisors »

Morgan Stanley shares owned by TFB Advisors

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by TFB Advisors from 13F filings

Historical chart of TFB Advisors investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

All positions including Morgan Stanley held by TFB Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Morgan Stanley by TFB Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $321k 2.3k 140.89
2025-03-31 $281k 2.4k 116.66
2024-12-31 $315k 2.5k 125.72
2024-09-30 $278k 2.7k 104.24
2024-06-30 $249k 2.6k 97.19

More positions owned by TFB Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard World Mega Grwth Ind (MGK)
NVIDIA Corporation (NVDA)
Vanguard World Mega Cap Val Etf (MGV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Specialized Funds Div App Etf (VIG)
Proshares Tr Pshs Ult S&p 500 (SSO)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Apple (AAPL)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Microsoft Corporation (MSFT)

View all positions for TFB Advisors

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
Vanguard Group
State Street Corporation
BlackRock
Jpmorgan Chase & Co
Capital Research and Management Company - Division 3
Geode Capital Management
FMR
Fisher Investments
Capital Research Global Investors
Wellington Management Company
Goldman Sachs Group
UBS Group
Ameriprise Financial
Massachusetts Financial Services

View all funds holding Morgan Stanley