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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

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All positions including Morgan Stanley held by WBI Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly 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