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Morgan Stanley Direct Le shares owned by Icon Wealth Advisors

Quarter-by-quarter ownership of Morgan Stanley Direct Le (MSDL) shares owned by Icon Wealth Advisors from 13F filings

Historical chart of Icon Wealth Advisors investment in Morgan Stanley Direct Le

Tip: Access up to 7 years of quarterly data

All positions including Morgan Stanley Direct Le held by Icon Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley Direct Le by Icon Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $264k 16k 16.08
2025-06-30 $300k 16k 18.72
2025-03-31 $312k 16k 19.96
2024-12-31 $209k 10k 20.66

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Top funds holding Morgan Stanley Direct Le

Morgan Stanley
Van Eck Associates Corp.
Generali Asset Management SPA SGR
Rivernorth Capital Management
UBS Group
Muzinich & Co
Toronto-Dominion Bank
Marshall Wace
Americana Partners
Renaissance Technologies
Sumitomo Mitsui Trust Holdings
Franklin Resources
Wells Fargo & Company
Millennium Management
Two Sigma Investments

View all funds holding Morgan Stanley Direct Le