Morgan Stanley shares owned by Altium Wealth Management
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Altium Wealth Management
from 13F filings
Historical chart of Altium Wealth Management investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Altium Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-06-30 | $1.3M | 17k | 76.08 |
| 2022-03-31 | $1.3M | 15k | 87.42 |
| 2021-12-31 | $1.5M | 16k | 98.17 |
| 2021-09-30 | $1.3M | 13k | 97.31 |
| 2021-06-30 | $1.1M | 12k | 91.67 |
| 2021-03-31 | $839k | 11k | 77.69 |
| 2020-12-31 | $707k | 10k | 68.49 |
| 2020-09-30 | $461k | 9.5k | 48.34 |
| 2020-06-30 | $426k | 8.8k | 48.35 |
| 2020-03-31 | $319k | 9.4k | 33.97 |
| 2019-12-31 | $358k | 7.0k | 51.15 |
| 2019-09-30 | $365k | 8.6k | 42.62 |
| 2019-06-30 | $371k | 8.5k | 43.80 |
| 2019-03-31 | $400k | 9.5k | 42.15 |
| 2018-12-31 | $346k | 8.7k | 39.64 |
| 2018-09-30 | $427k | 9.2k | 46.55 |
| 2018-06-30 | $457k | 9.6k | 47.41 |
| 2018-03-31 | $401k | 7.4k | 53.94 |
| 2017-12-31 | $348k | 6.6k | 52.46 |