Morgan Stanley shares owned by Wellington Shields Capital Management
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Wellington Shields Capital Management
from 13F filings
Historical chart of Wellington Shields Capital Management investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Wellington Shields Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.2M | 14k | 158.96 |
| 2025-06-30 | $2.4M | 17k | 140.86 |
| 2025-03-31 | $427k | 3.7k | 116.67 |
| 2024-12-31 | $460k | 3.7k | 125.72 |
| 2024-09-30 | $376k | 3.6k | 104.24 |
| 2024-06-30 | $351k | 3.6k | 97.19 |
| 2024-03-31 | $340k | 3.6k | 94.16 |
| 2023-12-31 | $336k | 3.6k | 93.25 |
| 2023-09-30 | $215k | 2.6k | 81.67 |
| 2023-06-30 | $225k | 2.6k | 85.40 |
| 2023-03-31 | $232k | 2.6k | 87.80 |
| 2022-12-31 | $224k | 2.6k | 85.02 |
| 2022-09-30 | $206k | 2.6k | 79.02 |
| 2022-06-30 | $255k | 3.4k | 75.96 |
| 2022-03-31 | $320k | 3.7k | 87.50 |
| 2021-12-31 | $504k | 5.1k | 98.21 |
| 2021-09-30 | $470k | 4.8k | 97.27 |
| 2021-06-30 | $285k | 3.1k | 91.73 |
| 2021-03-31 | $226k | 2.9k | 77.74 |
| 2016-03-31 | $326k | 13k | 24.98 |
More positions owned by Wellington Shields Capital Management
View all positions for Wellington Shields Capital Management