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 csv
Download as Excel
Quarterly reported holdings in Morgan Stanley by Willner & Heller
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |