Morgan Stanley shares owned by West Paces Advisors
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by West Paces Advisors
from 13F filings
Historical chart of West Paces Advisors investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by West Paces Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Morgan Stanley by West Paces Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $141k | 1.2k | 116.67 |
| 2024-12-31 | $152k | 1.2k | 125.72 |
| 2024-09-30 | $126k | 1.2k | 104.24 |
| 2024-06-30 | $118k | 1.2k | 97.19 |
| 2024-03-31 | $121k | 1.3k | 94.16 |
| 2023-12-31 | $109k | 1.2k | 93.25 |
| 2023-09-30 | $92k | 1.1k | 81.67 |
| 2023-06-30 | $114k | 1.3k | 85.40 |
| 2023-03-31 | $117k | 1.3k | 87.80 |
| 2022-12-31 | $111k | 1.3k | 85.02 |
| 2022-09-30 | $86k | 1.1k | 79.01 |
| 2022-06-30 | $87k | 1.1k | 76.06 |
| 2022-03-31 | $104k | 1.2k | 87.40 |
| 2021-12-31 | $117k | 1.2k | 98.16 |
| 2021-09-30 | $111k | 1.1k | 97.31 |
| 2021-06-30 | $104k | 1.1k | 91.69 |
| 2021-03-31 | $85k | 1.1k | 77.66 |
| 2020-12-31 | $75k | 1.1k | 68.53 |
| 2020-09-30 | $46k | 947 | 48.35 |
| 2020-06-30 | $46k | 947 | 48.30 |
| 2020-03-31 | $32k | 947 | 34.00 |
| 2019-12-31 | $56k | 1.1k | 51.12 |
| 2019-09-30 | $34k | 802 | 42.67 |
| 2019-06-30 | $35k | 802 | 43.81 |
| 2019-03-31 | $34k | 802 | 42.20 |
| 2018-12-31 | $36k | 912 | 39.65 |
| 2018-09-30 | $43k | 912 | 46.57 |
| 2018-06-30 | $43k | 912 | 47.40 |
| 2018-03-31 | $43k | 802 | 53.96 |
| 2017-12-31 | $42k | 802 | 52.47 |
| 2017-09-30 | $39k | 802 | 48.17 |
| 2017-06-30 | $36k | 802 | 44.56 |
| 2017-03-31 | $34k | 802 | 42.84 |
| 2016-12-31 | $34k | 802 | 42.25 |