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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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All positions including Morgan Stanley held by Westbourne Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Westbourne Investment Advisors

Quarter filed Position value Share count Share price at filing
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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Uber Technologies (UBER)
Meta Platforms Cl A (META)
Bank of America Corporation (BAC)
Charles Schwab Corporation (SCHW)
Goldman Sachs (GS)
Morgan Stanley Com New (MS)
Expedia Group Com New (EXPE)
Booz Allen Hamilton Hldg Cor Cl A (BAH)
Accenture Plc Ireland Shs Class A (ACN)
Valero Energy Corporation (VLO)
Home Depot (HD)
salesforce (CRM)

View all positions for Westbourne Investment Advisors

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
Vanguard Group
Jpmorgan Chase & Co
Wellington Management Company
Bank of America Corporation
Fisher Investments
Massachusetts Financial Services
UBS Group
Royal Bank of Canada
Bank of New York Mellon
T. Rowe Price Associates
Goldman Sachs Group
Citadel Advisors
Legal & General Group
Norges Bank Investment Management

View all funds holding Morgan Stanley