Morgan Stanley shares owned by Transcend Wealth Collective
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Transcend Wealth Collective
from 13F filings
Historical chart of Transcend Wealth Collective investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Transcend Wealth Collective consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Morgan Stanley by Transcend Wealth Collective
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.7M | 26k | 104.24 |
| 2024-06-30 | $2.6M | 26k | 97.19 |
| 2024-03-31 | $2.4M | 25k | 94.16 |
| 2023-12-31 | $2.4M | 26k | 93.25 |
| 2023-09-30 | $2.1M | 26k | 81.67 |
| 2023-06-30 | $2.7M | 31k | 85.40 |
| 2023-03-31 | $3.1M | 35k | 87.80 |
| 2022-12-31 | $3.3M | 39k | 85.02 |
| 2022-09-30 | $3.9M | 49k | 79.00 |
| 2022-06-30 | $3.5M | 46k | 76.06 |
| 2022-03-31 | $4.2M | 48k | 87.39 |
| 2021-12-31 | $4.7M | 48k | 98.16 |
| 2021-09-30 | $4.5M | 43k | 103.46 |
| 2021-06-30 | $3.7M | 41k | 91.79 |
| 2021-03-31 | $3.0M | 39k | 77.69 |
| 2020-12-31 | $2.8M | 41k | 68.54 |
| 2020-09-30 | $611k | 13k | 48.35 |
More positions owned by Transcend Wealth Collective
View all positions for Transcend Wealth Collective