Morgan Stanley shares owned by Wetherby Asset Management
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Wetherby Asset Management
from 13F filings
Historical chart of Wetherby Asset Management investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Wetherby Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.1M | 33k | 94.16 |
| 2023-12-31 | $3.1M | 33k | 93.25 |
| 2023-09-30 | $2.9M | 36k | 81.68 |
| 2023-06-30 | $3.1M | 37k | 85.40 |
| 2023-03-31 | $3.3M | 38k | 87.80 |
| 2022-12-31 | $3.1M | 37k | 85.02 |
| 2022-09-30 | $2.9M | 36k | 79.00 |
| 2022-06-30 | $2.6M | 34k | 76.07 |
| 2022-03-31 | $2.9M | 33k | 87.41 |
| 2021-12-31 | $3.4M | 34k | 100.00 |
| 2021-09-30 | $3.2M | 33k | 96.00 |
| 2021-06-30 | $3.0M | 33k | 92.00 |
| 2021-03-31 | $2.5M | 32k | 77.67 |
| 2020-12-31 | $2.2M | 32k | 68.54 |
| 2020-09-30 | $1.3M | 27k | 48.37 |
| 2020-06-30 | $1.3M | 27k | 47.88 |
| 2020-03-31 | $862k | 26k | 33.52 |
| 2019-12-31 | $1.2M | 24k | 51.40 |
| 2019-09-30 | $1.1M | 25k | 42.65 |
| 2019-06-30 | $1.1M | 26k | 43.58 |
| 2019-03-31 | $1.1M | 25k | 42.46 |
| 2018-12-31 | $961k | 25k | 39.11 |
| 2018-09-30 | $1.3M | 27k | 46.93 |
| 2018-06-30 | $1.2M | 26k | 47.39 |
| 2018-03-31 | $1.5M | 28k | 53.98 |
| 2017-12-31 | $1.5M | 28k | 52.46 |
| 2017-09-30 | $1.2M | 26k | 48.04 |
| 2017-06-30 | $1.1M | 25k | 44.69 |
| 2017-03-31 | $1.1M | 25k | 42.46 |
| 2016-12-31 | $1.0M | 25k | 42.13 |
| 2016-09-30 | $793k | 25k | 32.08 |
| 2016-06-30 | $561k | 22k | 25.96 |
| 2016-03-31 | $627k | 26k | 24.58 |
| 2015-12-31 | $802k | 25k | 31.83 |
| 2015-09-30 | $625k | 20k | 31.28 |
| 2015-06-30 | $725k | 19k | 39.11 |
| 2015-03-31 | $630k | 18k | 35.75 |
| 2014-12-31 | $625k | 16k | 39.11 |
| 2014-09-30 | $500k | 14k | 34.64 |
| 2014-06-30 | $462k | 14k | 32.40 |
| 2014-03-31 | $477k | 15k | 31.28 |
| 2013-12-31 | $481k | 15k | 31.28 |
| 2013-09-30 | $392k | 15k | 26.98 |
| 2013-06-30 | $330k | 13k | 24.58 |
| 2013-03-31 | $273k | 12k | 22.35 |
| 2012-12-31 | $209k | 11k | 18.99 |
| 2012-03-31 | $347k | 18k | 19.63 |
| 2011-12-31 | $235k | 16k | 15.10 |
| 2011-09-30 | $169k | 13k | 13.52 |
| 2011-06-30 | $355k | 15k | 22.98 |
| 2011-03-31 | $321k | 13k | 25.00 |