Morgan Stanley shares owned by Warren Averett Asset Management
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Warren Averett Asset Management
from 13F filings
Historical chart of Warren Averett Asset Management investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Warren Averett Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $16M | 87k | 177.53 |
| 2025-09-30 | $1.4M | 8.7k | 158.95 |
| 2025-06-30 | $1.2M | 8.6k | 140.85 |
| 2025-03-31 | $948k | 8.1k | 116.67 |
| 2024-12-31 | $830k | 6.6k | 125.72 |
| 2024-09-30 | $401k | 3.8k | 104.23 |
| 2024-06-30 | $391k | 4.0k | 97.18 |
| 2024-03-31 | $344k | 3.7k | 94.16 |
| 2014-09-30 | $11k | 322 | 34.16 |
| 2014-06-30 | $10k | 322 | 31.06 |
| 2014-03-31 | $10k | 322 | 31.06 |
| 2013-12-31 | $10k | 322 | 31.06 |
More positions owned by Warren Averett Asset Management
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