Captrust Financial Advisors »

Morgan Stanley Direct Le shares owned by Captrust Financial Advisors

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

Historical chart of Captrust Financial 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 Captrust Financial Advisors 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 Direct Le by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $794k 49k 16.08
2025-06-30 $924k 49k 18.72
2025-03-31 $967k 49k 19.96
2024-12-31 $661k 32k 20.66
2024-09-30 $316k 16k 19.78

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Apple Stock (AAPL)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Microsoft Corp Stock (MSFT)
Vanguard Value Etf (VTV)
Nvidia Corporation Stock (NVDA)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Growth Etf Etf (VUG)
Ishares Core Msci Total International Stock Etf Etf (IXUS)
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)
Vanguard Mega Cap Growth Etf Etf (MGK)
Vanguard Small-cap Etf Etf (VB)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Ishares Core Msci Emerging Market Etf Etf (IEMG)

View all positions for Captrust Financial Advisors

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