Morgan Stanley shares owned by Waddell & Reed Financial
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Waddell & Reed Financial
from 13F filings
Historical chart of Waddell & Reed Financial investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Waddell & Reed Financial consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Morgan Stanley by Waddell & Reed Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-03-31 | $303M | 3.9M | 77.66 |
| 2020-12-31 | $346M | 5.1M | 68.53 |
| 2020-09-30 | $227M | 4.7M | 48.35 |
| 2020-06-30 | $205M | 4.2M | 48.30 |
| 2020-03-31 | $136M | 4.0M | 34.00 |
| 2019-12-31 | $99M | 1.9M | 51.12 |
| 2019-03-31 | $93M | 2.2M | 42.20 |
| 2018-12-31 | $90M | 2.3M | 39.65 |
| 2018-09-30 | $111M | 2.4M | 46.57 |
| 2018-06-30 | $150M | 3.2M | 47.40 |
| 2018-03-31 | $211M | 3.9M | 53.96 |
| 2017-12-31 | $219M | 4.2M | 52.47 |
| 2017-09-30 | $221M | 4.6M | 48.17 |
| 2017-06-30 | $239M | 5.4M | 44.56 |
| 2017-03-31 | $255M | 6.0M | 42.84 |
| 2016-12-31 | $282M | 6.7M | 42.25 |
| 2016-09-30 | $18M | 553k | 32.06 |
| 2016-06-30 | $65M | 2.5M | 25.98 |
| 2016-03-31 | $72M | 2.9M | 25.01 |
| 2015-12-31 | $74M | 2.3M | 31.81 |
| 2015-09-30 | $17M | 529k | 31.50 |
| 2012-03-31 | $10M | 509k | 19.63 |
| 2011-12-31 | $20M | 1.3M | 15.13 |
| 2011-09-30 | $16M | 1.2M | 13.50 |
| 2011-06-30 | $26M | 1.1M | 23.01 |
| 2011-03-31 | $31M | 1.1M | 27.32 |