U.S. Capital Wealth Advisors »

Morgan Stanley shares owned by U.S. Capital Wealth Advisors

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by U.S. Capital Wealth Advisors from 13F filings

Historical chart of U.S. Capital Wealth Advisors investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

All positions including Morgan Stanley held by U.S. Capital Wealth Advisors 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 U.S. Capital Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.0M 22k 93.25
2023-09-30 $3.1M 38k 81.67
2023-06-30 $2.5M 29k 85.40
2023-03-31 $2.6M 30k 87.80
2022-12-31 $1.4M 17k 85.02
2022-09-30 $1.3M 17k 79.02
2022-06-30 $3.2M 43k 76.07
2022-03-31 $9.5M 108k 87.40
2021-12-31 $4.2M 42k 98.15
2021-09-30 $4.2M 43k 97.31