Morgan Stanley shares owned by Vivaldi Capital Management
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Vivaldi Capital Management
from 13F filings
Historical chart of Vivaldi Capital Management investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Vivaldi Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $817k | 5.1k | 158.96 |
| 2025-06-30 | $722k | 5.1k | 140.86 |
| 2025-03-31 | $602k | 5.2k | 116.67 |
| 2024-12-31 | $696k | 5.1k | 136.65 |
| 2024-09-30 | $522k | 5.0k | 104.24 |
| 2024-06-30 | $496k | 5.1k | 97.19 |
| 2024-03-31 | $488k | 5.0k | 98.28 |
| 2023-12-31 | $449k | 5.3k | 83.97 |
| 2023-09-30 | $393k | 4.8k | 81.67 |
| 2023-06-30 | $402k | 4.7k | 85.40 |
| 2023-03-31 | $386k | 4.4k | 87.80 |
| 2022-12-31 | $428k | 4.9k | 87.64 |
| 2022-09-30 | $382k | 4.8k | 78.83 |
| 2022-06-30 | $379k | 5.0k | 76.12 |
| 2022-03-31 | $356k | 4.4k | 80.45 |
| 2021-12-31 | $434k | 4.4k | 98.08 |
| 2021-09-30 | $431k | 4.4k | 97.40 |
| 2021-06-30 | $460k | 4.4k | 103.95 |
| 2021-03-31 | $413k | 4.7k | 87.39 |
| 2020-12-31 | $324k | 4.7k | 68.56 |
| 2020-09-30 | $379k | 6.7k | 56.55 |
| 2020-06-30 | $356k | 6.8k | 52.28 |
| 2019-12-31 | $228k | 4.5k | 51.02 |
| 2019-09-30 | $211k | 5.0k | 42.58 |
| 2019-03-31 | $208k | 4.9k | 42.16 |
More positions owned by Vivaldi Capital Management
View all positions for Vivaldi Capital Management