Morgan Stanley shares owned by Valley National Advisers
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Valley National Advisers
from 13F filings
Historical chart of Valley National Advisers investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Valley National Advisers consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Morgan Stanley by Valley National Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $395k | 2.5k | 158.73 |
| 2025-06-30 | $306k | 2.4k | 126.98 |
| 2025-03-31 | $225k | 1.9k | 116.28 |
| 2024-12-31 | $218k | 1.7k | 125.36 |
| 2024-09-30 | $164k | 1.6k | 104.19 |
| 2024-06-30 | $219k | 2.3k | 96.86 |
| 2024-03-31 | $210k | 2.2k | 93.96 |
| 2023-12-31 | $232k | 2.5k | 93.14 |
| 2023-09-30 | $269k | 3.3k | 81.56 |
| 2023-06-30 | $266k | 3.1k | 85.59 |
| 2023-03-31 | $288k | 3.2k | 90.06 |
| 2022-12-31 | $277k | 3.1k | 89.24 |
| 2022-09-30 | $257k | 3.2k | 79.30 |
| 2022-06-30 | $250k | 3.2k | 77.07 |
| 2022-03-31 | $162k | 1.8k | 87.66 |
| 2021-12-31 | $204k | 2.1k | 98.03 |
| 2021-09-30 | $202k | 2.1k | 97.44 |
| 2021-06-30 | $190k | 2.1k | 91.79 |
| 2021-03-31 | $151k | 1.9k | 77.88 |
| 2020-12-31 | $110k | 1.6k | 68.41 |
| 2020-09-30 | $78k | 1.6k | 48.63 |
| 2020-06-30 | $112k | 2.3k | 48.36 |
| 2020-03-31 | $127k | 3.7k | 33.93 |
| 2019-12-31 | $227k | 4.4k | 51.03 |
| 2019-09-30 | $202k | 4.7k | 42.73 |
| 2019-06-30 | $247k | 5.6k | 43.83 |
| 2019-03-31 | $304k | 7.2k | 42.13 |
| 2018-12-31 | $310k | 7.8k | 39.69 |
| 2018-09-30 | $409k | 8.8k | 46.57 |
| 2018-06-30 | $429k | 9.0k | 47.43 |
| 2018-03-31 | $463k | 8.6k | 53.97 |
| 2017-12-31 | $419k | 8.0k | 52.48 |
| 2017-09-30 | $384k | 8.0k | 48.14 |
| 2017-06-30 | $355k | 8.0k | 44.55 |
| 2017-03-31 | $357k | 8.3k | 42.90 |
| 2016-12-31 | $316k | 7.5k | 42.23 |
| 2016-09-30 | $32k | 992 | 32.26 |
| 2016-06-30 | $26k | 992 | 26.21 |
| 2016-03-31 | $25k | 992 | 25.20 |
| 2015-12-31 | $27k | 836 | 32.30 |
| 2015-09-30 | $26k | 836 | 31.10 |
| 2015-06-30 | $32k | 836 | 38.28 |
| 2015-03-31 | $30k | 836 | 35.89 |
| 2014-12-31 | $2.0k | 60 | 33.33 |