Morgan Stanley shares owned by Tradewinds Capital Management
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Tradewinds Capital Management
from 13F filings
Historical chart of Tradewinds Capital Management investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Tradewinds Capital Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Morgan Stanley by Tradewinds Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $82k | 515 | 158.96 |
| 2024-12-31 | $638 | 5 | 127.60 |
| 2024-06-30 | $291 | 3 | 97.33 |
| 2024-03-31 | $95 | 1 | 95.00 |
| 2023-12-31 | $94 | 1 | 94.00 |
| 2023-09-30 | $4.6k | 56 | 81.68 |
| 2023-06-30 | $4.8k | 56 | 85.41 |
| 2023-03-31 | $8.9k | 101 | 87.80 |
| 2022-12-31 | $8.6k | 101 | 85.02 |
| 2022-09-30 | $6.0k | 76 | 78.95 |
| 2022-03-31 | $13k | 150 | 86.67 |
| 2021-12-31 | $15k | 150 | 100.00 |
| 2021-09-30 | $15k | 150 | 100.00 |
| 2021-06-30 | $14k | 150 | 93.33 |
| 2021-03-31 | $12k | 150 | 80.00 |
| 2020-12-31 | $10k | 150 | 66.67 |
| 2020-09-30 | $7.0k | 150 | 46.67 |
| 2020-06-30 | $7.0k | 150 | 46.67 |
| 2020-03-31 | $5.0k | 150 | 33.33 |
| 2019-12-31 | $13k | 260 | 50.00 |
| 2019-09-30 | $5.0k | 110 | 45.45 |
| 2019-06-30 | $5.0k | 110 | 45.45 |
| 2019-03-31 | $5.0k | 110 | 45.45 |
| 2018-12-31 | $4.0k | 110 | 36.36 |
| 2018-09-30 | $14k | 304 | 46.05 |
| 2018-06-30 | $14k | 304 | 46.05 |
| 2018-03-31 | $16k | 304 | 52.63 |
| 2017-12-31 | $16k | 304 | 52.63 |
| 2017-09-30 | $5.0k | 110 | 45.45 |
| 2017-06-30 | $5.0k | 110 | 45.45 |
| 2017-03-31 | $47k | 1.1k | 42.73 |
| 2016-12-31 | $46k | 1.1k | 41.82 |
| 2016-09-30 | $35k | 1.1k | 31.82 |
| 2016-06-30 | $29k | 1.1k | 26.36 |
| 2016-03-31 | $29k | 1.2k | 25.17 |
| 2015-12-31 | $38k | 1.2k | 31.91 |
| 2015-09-30 | $38k | 1.2k | 31.91 |
| 2015-06-30 | $46k | 1.2k | 38.62 |
| 2015-03-31 | $43k | 1.2k | 36.10 |
| 2014-12-31 | $46k | 1.2k | 38.62 |
| 2014-09-30 | $41k | 1.2k | 34.42 |
| 2014-06-30 | $39k | 1.2k | 32.75 |
| 2014-03-31 | $37k | 1.2k | 31.07 |
| 2013-12-31 | $52k | 1.6k | 31.65 |
More positions owned by Tradewinds Capital Management
View all positions for Tradewinds Capital Management