Umpqua Bank »

Morgan Stanley shares owned by Umpqua Bank

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Umpqua Bank from 13F filings

Historical chart of Umpqua Bank investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

All positions including Morgan Stanley held by Umpqua Bank consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Morgan Stanley by Umpqua Bank

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4M 13k 104.24
2024-06-30 $1.2M 13k 97.19
2024-03-31 $1.2M 12k 94.16

More positions owned by Umpqua Bank

Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Msci Emrg Chn (EMXC)
Ishares Core Msci Emkt (IEMG)
NVIDIA Corporation (NVDA)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Tr Core Msci Eafe (IEFA)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Ishares Tr 10-20 Yr Trs Etf (TLH)
JPMorgan Chase & Co. (JPM)
Ishares Tr Msci Kld400 Soc (DSI)
General Mills (GIS)
Parker-Hannifin Corporation (PH)

View all positions for Umpqua Bank

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
State Street Corporation
Vanguard Group
BlackRock
BlackRock
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
Northern Trust

View all funds holding Morgan Stanley