Morgan Stanley shares owned by WBI Investments
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by WBI Investments
from 13F filings
Historical chart of WBI Investments investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by WBI Investments consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Morgan Stanley by WBI Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $616k | 3.5k | 177.53 |
| 2020-12-31 | $227k | 3.3k | 68.48 |
| 2019-12-31 | $1.2M | 23k | 51.13 |
| 2017-09-30 | $3.3M | 68k | 48.18 |
| 2017-06-30 | $3.1M | 70k | 44.56 |
| 2016-12-31 | $579k | 14k | 42.22 |
| 2016-09-30 | $2.0M | 62k | 32.06 |