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Morgan Stanley shares owned by AlTi Global

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by AlTi Global from 13F filings

Historical chart of AlTi Global investment in Morgan Stanley

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All positions including Morgan Stanley held by AlTi Global consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by AlTi Global

Quarter filed Position value Share count Share price at filing
2024-03-31 $7.7M 82k 94.16
2023-12-31 $10M 110k 93.25

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Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Ishares Tr Core S&p Ttl Stk (ITOT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Exxon Mobil Corporation (XOM)
First Tr Exchange-traded No Amer Energy (EMLP)
Ishares Tr 0-5 Yr Tips Etf (STIP)
First Tr Exchange-traded Energy Inm Partn (EIPX)
Apple (AAPL)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Microsoft Corporation (MSFT)
Uber Technologies (UBER)

View all positions for AlTi Global

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
Vanguard Group
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Bank of America Corporation
Geode Capital Management
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Fisher Investments
Massachusetts Financial Services
UBS Group
FMR
Ameriprise Financial
T. Rowe Price Associates
Goldman Sachs Group

View all funds holding Morgan Stanley