Morgan Stanley shares owned by Valeo Financial Advisors
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Valeo Financial Advisors
from 13F filings
Historical chart of Valeo Financial Advisors investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Valeo Financial Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $1.8M | 19k | 94.16 |
2023-12-31 | $1.6M | 17k | 93.25 |
2023-09-30 | $1.4M | 17k | 81.67 |
2023-06-30 | $1.5M | 17k | 85.40 |
2023-03-31 | $1.4M | 16k | 87.80 |
2022-12-31 | $1.1M | 13k | 85.02 |
2022-09-30 | $708k | 9.0k | 78.98 |
2022-06-30 | $644k | 8.5k | 76.02 |
2022-03-31 | $1.0M | 12k | 87.44 |
2021-12-31 | $798k | 8.1k | 98.18 |
2021-09-30 | $718k | 7.4k | 97.25 |
2021-06-30 | $585k | 6.4k | 91.62 |
2021-03-31 | $513k | 6.6k | 77.61 |
2020-12-31 | $471k | 6.9k | 68.53 |
2020-09-30 | $198k | 4.1k | 48.33 |
2020-06-30 | $304k | 6.3k | 48.30 |
2020-03-31 | $166k | 4.1k | 40.81 |
2019-12-31 | $175k | 3.4k | 51.26 |
2019-09-30 | $121k | 2.8k | 42.70 |
2019-06-30 | $123k | 2.8k | 43.68 |
2019-03-31 | $123k | 2.9k | 42.25 |
2018-12-31 | $88k | 2.2k | 39.87 |
2018-09-30 | $100k | 2.2k | 45.50 |
2018-06-30 | $94k | 2.0k | 47.47 |
2018-03-31 | $104k | 1.9k | 54.03 |
2017-12-31 | $26k | 495 | 52.53 |
2017-09-30 | $12k | 249 | 48.19 |