Morgan Stanley shares owned by TFC Financial Management
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by TFC Financial Management
from 13F filings
Historical chart of TFC Financial Management investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by TFC Financial Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Morgan Stanley by TFC Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $250k | 1.6k | 158.93 |
| 2025-06-30 | $220k | 1.6k | 140.90 |
| 2025-03-31 | $181k | 1.6k | 116.66 |
| 2024-12-31 | $43k | 344 | 125.84 |
| 2024-09-30 | $44k | 423 | 104.32 |
| 2024-06-30 | $34k | 345 | 97.29 |
| 2024-03-31 | $33k | 345 | 94.25 |
| 2023-12-31 | $32k | 339 | 93.34 |
| 2023-09-30 | $28k | 347 | 81.75 |
| 2023-06-30 | $23k | 267 | 85.51 |
| 2023-03-31 | $57k | 646 | 87.85 |
| 2022-12-31 | $3.3k | 39 | 85.74 |
| 2022-09-30 | $3.0k | 39 | 76.92 |
| 2022-06-30 | $3.0k | 39 | 76.92 |
| 2022-03-31 | $3.0k | 39 | 76.92 |
| 2021-12-31 | $4.0k | 39 | 102.56 |
| 2021-09-30 | $4.0k | 39 | 102.56 |
| 2021-06-30 | $4.0k | 39 | 102.56 |
| 2021-03-31 | $3.0k | 39 | 76.92 |
| 2020-12-31 | $3.0k | 39 | 76.92 |
| 2020-09-30 | $2.0k | 39 | 51.28 |