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Morgan Stanley shares owned by VisionPoint Advisory Group

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by VisionPoint Advisory Group from 13F filings

Historical chart of VisionPoint Advisory Group investment in Morgan Stanley

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All positions including Morgan Stanley held by VisionPoint Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by VisionPoint Advisory Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $71k 766 93.25
2023-09-30 $36k 442 81.67
2023-06-30 $17k 198 85.40

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Spdr Ser Tr Portfolio Agrgte (SPAB)
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Ishares Tr Mortge Rel Etf (REM)
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Deere & Company (DE)
Philip Morris International (PM)
Spdr Gold Tr Gold Shs (GLD)
JPMorgan Chase & Co. (JPM)
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Agnc Invt Corp Com reit (AGNC)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Spdr Ser Tr Portfolio Short (SPSB)

View all positions for VisionPoint Advisory Group

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
Vanguard Group
Jpmorgan Chase & Co
Wellington Management Company
Bank of America Corporation
Fisher Investments
Massachusetts Financial Services
UBS Group
Royal Bank of Canada
T. Rowe Price Associates
Goldman Sachs Group
Bank of New York Mellon
Citadel Advisors
Legal & General Group
Norges Bank Investment Management

View all funds holding Morgan Stanley