Morgan Stanley shares owned by Trifecta Capital Advisors
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Trifecta Capital Advisors
from 13F filings
Historical chart of Trifecta Capital Advisors investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Trifecta Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.4M | 52k | 104.24 |
| 2024-06-30 | $5.1M | 53k | 97.19 |
| 2024-03-31 | $5.0M | 53k | 94.16 |
| 2023-12-31 | $4.8M | 52k | 93.25 |
| 2023-09-30 | $4.1M | 51k | 81.67 |
| 2023-06-30 | $4.3M | 51k | 85.40 |
| 2023-03-31 | $4.4M | 50k | 87.80 |
| 2022-12-31 | $4.2M | 49k | 85.02 |