Willner & Heller »

Morgan Stanley shares owned by Willner & Heller

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Willner & Heller from 13F filings

Historical chart of Willner & Heller investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

All positions including Morgan Stanley held by Willner & Heller consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Morgan Stanley by Willner & Heller

Quarter filed Position value Share count Share price at filing
2024-09-30 $499k 4.8k 104.23
2024-06-30 $461k 4.7k 97.19
2024-03-31 $482k 5.1k 94.17
2023-12-31 $467k 5.0k 93.25
2022-12-31 $351k 4.1k 85.02
2022-09-30 $310k 3.9k 79.12
2022-06-30 $295k 3.9k 75.93
2022-03-31 $376k 3.8k 98.28
2021-12-31 $370k 3.8k 97.39