Morgan Stanley shares owned by Westbourne Investment Advisors
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Westbourne Investment Advisors
from 13F filings
Historical chart of Westbourne Investment Advisors investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Westbourne Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $8.0M | 77k | 104.24 |
| 2024-06-30 | $7.4M | 76k | 97.19 |
| 2024-03-31 | $7.2M | 76k | 94.16 |
| 2023-12-31 | $7.1M | 76k | 93.26 |
| 2023-09-30 | $6.1M | 75k | 81.67 |
| 2023-06-30 | $6.4M | 75k | 85.40 |
| 2023-03-31 | $6.5M | 74k | 87.79 |
| 2022-12-31 | $6.5M | 76k | 85.02 |
| 2022-09-30 | $6.0M | 76k | 79.01 |
| 2022-06-30 | $6.0M | 78k | 76.06 |
| 2022-03-31 | $6.9M | 79k | 87.40 |
| 2021-12-31 | $7.7M | 78k | 98.16 |
| 2021-09-30 | $7.5M | 78k | 97.31 |
| 2021-06-30 | $7.2M | 79k | 91.69 |
| 2021-03-31 | $6.1M | 78k | 77.66 |
| 2020-12-31 | $5.6M | 82k | 68.53 |
| 2020-09-30 | $4.0M | 83k | 48.35 |
| 2020-06-30 | $4.1M | 86k | 48.30 |
| 2020-03-31 | $2.9M | 86k | 34.00 |
| 2019-12-31 | $4.5M | 88k | 51.12 |
| 2019-09-30 | $3.7M | 87k | 42.67 |
| 2019-06-30 | $3.1M | 71k | 43.81 |
| 2019-03-31 | $2.6M | 61k | 42.20 |
| 2018-12-31 | $1.8M | 46k | 39.64 |
| 2018-09-30 | $1.6M | 35k | 46.56 |
| 2018-06-30 | $1.3M | 27k | 47.38 |
| 2018-03-31 | $1.5M | 28k | 53.95 |
| 2017-12-31 | $1.4M | 27k | 52.46 |
| 2017-09-30 | $1.4M | 29k | 48.17 |
| 2017-06-30 | $1.3M | 29k | 44.56 |
| 2017-03-31 | $1.2M | 28k | 42.83 |
| 2016-12-31 | $1.4M | 33k | 42.26 |
| 2016-09-30 | $1.2M | 37k | 32.05 |
| 2016-06-30 | $948k | 37k | 25.98 |
| 2016-03-31 | $834k | 33k | 25.02 |
| 2015-12-31 | $1.0M | 32k | 31.81 |
| 2015-09-30 | $936k | 30k | 31.50 |
| 2015-06-30 | $1.0M | 27k | 38.78 |
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