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Morgan Stanley shares owned by Global Wealth Management Investment Advisory

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Global Wealth Management Investment Advisory from 13F filings

Historical chart of Global Wealth Management Investment Advisory investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

All positions including Morgan Stanley held by Global Wealth Management Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Global Wealth Management Investment Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.1M 44k 94.16
2023-12-31 $4.1M 44k 93.25
2023-09-30 $3.1M 38k 81.67
2023-06-30 $3.2M 38k 85.40
2023-03-31 $3.3M 37k 87.80
2022-12-31 $3.1M 37k 85.02
2022-09-30 $2.1M 27k 78.99
2022-06-30 $2.0M 26k 76.07
2022-03-31 $1.8M 20k 87.39
2021-12-31 $2.0k 20 100.00
2021-09-30 $2.0k 25 80.00
2021-06-30 $2.0k 25 80.00
2020-03-31 $11k 325 33.85
2019-12-31 $15k 300 50.00
2019-09-30 $15k 341 43.99
2019-06-30 $15k 341 43.99
2019-03-31 $15k 358 41.90
2018-12-31 $20k 512 39.06