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Morgan Stanley shares owned by Univest National Bank and Trust

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Univest National Bank and Trust from 13F filings

Historical chart of Univest National Bank and Trust investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

All positions including Morgan Stanley held by Univest National Bank and Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Univest National Bank and Trust

Quarter filed Position value Share count Share price at filing
2024-09-30 $257k 2.5k 104.27
2022-09-30 $210k 2.7k 78.98
2022-06-30 $205k 2.7k 76.92
2022-03-31 $245k 2.8k 87.36
2021-12-31 $263k 2.7k 97.09
2021-09-30 $256k 2.6k 100.00
2021-06-30 $230k 2.5k 91.74
2014-09-30 $204k 5.9k 34.65
2011-09-30 $826k 61k 13.51
2011-06-30 $2.1M 93k 23.01
2011-03-31 $2.4M 89k 27.33