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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

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Quarterly reported holdings in Morgan Stanley by Transamerica Financial Advisors

Quarter filed Position value Share count Share price at filing
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