Morgan Stanley shares owned by Transamerica Financial Advisors
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Transamerica Financial Advisors
from 13F filings
Historical chart of Transamerica Financial Advisors investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Transamerica Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Morgan Stanley by Transamerica Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $677k | 5.4k | 125.72 |
| 2024-09-30 | $701k | 6.7k | 104.25 |
| 2024-06-30 | $703k | 7.2k | 97.31 |
| 2024-03-31 | $681k | 7.2k | 94.27 |
| 2023-12-31 | $686k | 7.4k | 93.30 |
| 2023-09-30 | $962k | 12k | 81.68 |
| 2023-06-30 | $1.1M | 13k | 85.40 |
| 2023-03-31 | $1.1M | 12k | 87.85 |
| 2022-12-31 | $1.0M | 12k | 85.05 |
| 2016-03-31 | $40k | 1.6k | 25.11 |
| 2015-12-31 | $56k | 1.7k | 32.37 |
| 2015-09-30 | $55k | 1.7k | 31.79 |
| 2015-06-30 | $358k | 9.2k | 38.84 |
| 2015-03-31 | $60k | 1.7k | 35.93 |
| 2014-12-31 | $834k | 22k | 38.82 |
| 2014-09-30 | $51k | 1.5k | 34.74 |
| 2014-06-30 | $48k | 1.5k | 32.70 |
| 2014-03-31 | $46k | 1.5k | 31.34 |
| 2013-12-31 | $47k | 1.5k | 32.02 |
| 2013-09-30 | $40k | 1.5k | 27.25 |
| 2013-06-30 | $36k | 1.5k | 24.52 |
| 2013-03-31 | $33k | 1.5k | 22.48 |
| 2012-09-30 | $25k | 1.5k | 17.03 |
| 2012-06-30 | $2.0k | 1.5k | 1.36 |
| 2012-03-31 | $29k | 1.5k | 19.75 |
| 2011-09-30 | $20k | 1.5k | 13.62 |
More positions owned by Transamerica Financial Advisors
View all positions for Transamerica Financial Advisors