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Morgan Stanley Direct Le shares owned by LM Advisors

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

Historical chart of LM Advisors investment in Morgan Stanley Direct Le

Oct 62024Oct 20Nov 3Nov 17Dec 1Dec 15Dec 29500k600k700k800k25k30k35k40k
Value ($)Share countHistorical MSDL position of LM Advisors Source: stockzoa.comValue ($)Share count

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All positions including Morgan Stanley Direct Le held by LM 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 LM Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $450k 22k 20.79
2024-09-30 $781k 40k 19.77

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Top funds holding Morgan Stanley Direct Le

Morgan Stanley
Van Eck Associates Corp.
Cliffwater
Citadel Advisors
Renaissance Technologies
Franklin Resources
Shikiar Asset Management
Activest Wealth Management
Naviter Wealth
UBS Group
Hrt Financial
Raymond James Financial
SFMG Wealth Advisors
Americana Partners
D. E. Shaw & Co

View all funds holding Morgan Stanley Direct Le