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Morgan Stanley shares owned by Wealth Alliance Advisory Group

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

Historical chart of Wealth Alliance Advisory Group investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Morgan Stanley by Wealth Alliance Advisory Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $206k 1.2k 177.47
2025-03-31 $217k 1.9k 116.67
2024-12-31 $246k 2.0k 125.72
2024-09-30 $204k 2.0k 104.24

More positions owned by Wealth Alliance Advisory Group

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Fidelity Covington Trust Enhanced Intl (FENI)
Pimco Etf Tr Multisector Bd (PYLD)
Vanguard Index Fds Growth Etf (VUG)
Spdr Index Shs Fds Msci Acwi Exus (CWI)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
J P Morgan Exchange Traded F Betabuilders Us (BBAG)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
NVIDIA Corporation (NVDA)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Microsoft Corporation (MSFT)

View all positions for Wealth Alliance Advisory Group

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
Vanguard Group
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BlackRock
Jpmorgan Chase & Co
Capital Research and Management Company - Division 3
Geode Capital Management
FMR
Fisher Investments
Capital Research Global Investors
Wellington Management Company
Goldman Sachs Group
Ameriprise Financial
UBS Group
Northern Trust

View all funds holding Morgan Stanley