Morgan Stanley shares owned by Bernzott Capital Advisors
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Bernzott Capital Advisors
from 13F filings
Historical chart of Bernzott Capital Advisors investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Bernzott Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $6.9M | 73k | 94.16 |
| 2023-12-31 | $4.9M | 52k | 93.25 |
| 2023-09-30 | $4.3M | 53k | 81.67 |
| 2023-06-30 | $5.2M | 61k | 85.40 |
| 2023-03-31 | $5.4M | 62k | 87.80 |
| 2022-12-31 | $6.4M | 76k | 85.02 |
| 2022-09-30 | $5.7M | 72k | 79.01 |
| 2022-06-30 | $2.5M | 33k | 76.05 |