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Morgan Stanley shares owned by Wallace Advisory Group

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

Historical chart of Wallace Advisory Group investment in Morgan Stanley

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

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Quarterly reported holdings in Morgan Stanley by Wallace Advisory Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $291k 3.1k 93.25
2023-12-31 $240k 2.9k 81.67
2023-09-30 $284k 3.3k 85.40
2023-06-30 $288k 3.3k 87.80
2023-03-31 $288k 3.3k 87.80
2022-12-31 $286k 3.4k 85.02