Morgan Stanley shares owned by Winch Advisory Services
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Winch Advisory Services
from 13F filings
Historical chart of Winch Advisory Services investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Winch Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Morgan Stanley by Winch Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $31k | 146 | 208.68 |
| 2018-03-31 | $98k | 1.8k | 53.85 |
| 2017-12-31 | $95k | 1.8k | 52.23 |
| 2017-09-30 | $75k | 1.5k | 48.89 |
| 2017-06-30 | $272k | 6.1k | 44.63 |
| 2017-03-31 | $375k | 8.8k | 42.86 |
| 2016-12-31 | $79k | 1.9k | 42.04 |