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Transcendent Capital Group »

Morgan Stanley shares owned by Transcendent Capital Group

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Transcendent Capital Group from 13F filings

Historical chart of Transcendent Capital Group investment in Morgan Stanley

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All positions including Morgan Stanley held by Transcendent Capital Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Transcendent Capital Group

Quarter filed	Position value	Share count	Share price at filing
2024-09-30	$12k	117	104.24
2024-06-30	$11k	117	97.19
2024-03-31	$11k	117	94.16
2023-12-31	$11k	117	93.25

More positions owned by Transcendent Capital Group

Microsoft Corporation (MSFT)

Ishares Tr Blackrock Ultra Blackrock Ultra (ICSH)

Ishares Tr S&p 500 Grwt Etf S&p 500 Grwt Etf (IVW)

Ishares Tr Core S&p Mcp Etf Core S&p Mcp Etf (IJH)

First Trust Etf Iv First Trust Enhanced Short First Tr Enh New (FTSM)

Spdr Portfolio S&p 500 Etf Portfolio S&p500 (SPLG)

Ishares Tr Core S&p500 Etf Core S&p500 Etf (IVV)

Vanguard Large-cap Etf Large Cap Etf (VV)

Capital Group Core Equity Etf Shs Creation Unit Shs Creation Uni (CGUS)

Jpmorgan Ultra-short Income Etf Ultra Shrt Inc (JPST)

Ishares Tr Core S&p Scp Etf Core S&p Scp Etf (IJR)

Ishares Tr S&p 500 Val Etf S&p 500 Val Etf (IVE)

Invesco Nasdaq 100 Etf Nasdaq 100 Etf (QQQM)

Ishares Tr S&p Mc 400gr Etf S&p Mc 400gr Etf (IJK)

View all positions for Transcendent Capital Group

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group

State Street Corporation

Jpmorgan Chase & Co

Capital Research and Management Company - Division 3

Geode Capital Management

Bank of America Corporation

Fisher Investments

Massachusetts Financial Services

Goldman Sachs Group

Capital Research Global Investors

T. Rowe Price Associates

View all funds holding Morgan Stanley

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