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Morgan Stanley shares owned by True North Advisors

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by True North Advisors from 13F filings

Historical chart of True North Advisors investment in Morgan Stanley

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All positions including Morgan Stanley held by True North Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by True North Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.4M 21k 158.96
2025-06-30 $3.2M 22k 140.86
2025-03-31 $2.8M 24k 116.67
2024-12-31 $3.6M 29k 125.72
2024-09-30 $265k 2.5k 104.24
2024-06-30 $247k 2.5k 97.19
2024-03-31 $268k 2.8k 94.16
2023-12-31 $254k 2.7k 93.25
2023-09-30 $221k 2.7k 81.67
2023-06-30 $301k 3.5k 85.40