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Morgan Stanley shares owned by Wakefield Asset Management L

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Wakefield Asset Management L from 13F filings

Historical chart of Wakefield Asset Management L investment in Morgan Stanley

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All positions including Morgan Stanley held by Wakefield Asset Management L consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Wakefield Asset Management L

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.8M 18k 158.96
2025-06-30 $2.7M 19k 140.86
2025-03-31 $2.3M 19k 116.67
2019-06-30 $4.0k 96 41.67
2019-03-31 $29k 686 42.27
2018-12-31 $2.9M 72k 39.65
2018-09-30 $3.5M 76k 46.57