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Morgan Stanley shares owned by Hennessy Advisors

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

Historical chart of Hennessy Advisors investment in Morgan Stanley

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

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Quarterly reported holdings in Morgan Stanley by Hennessy Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.8M 73k 94.16
2023-12-31 $6.6M 71k 93.25
2023-09-30 $5.9M 72k 81.67
2023-06-30 $6.7M 79k 85.40
2023-03-31 $7.3M 84k 87.80
2022-12-31 $6.7M 79k 85.02
2022-09-30 $7.0M 89k 79.01
2022-06-30 $7.2M 95k 76.06
2022-03-31 $8.3M 95k 87.40
2021-12-31 $3.3M 34k 98.15
2021-09-30 $3.4M 35k 97.30
2021-06-30 $3.3M 36k 91.69
2021-03-31 $2.8M 36k 77.67
2019-12-31 $6.2M 122k 51.12
2019-09-30 $5.5M 129k 42.67
2019-06-30 $5.6M 128k 43.81
2019-03-31 $6.0M 141k 42.20
2018-12-31 $1.1M 28k 39.64
2018-09-30 $1.9M 41k 46.56
2018-06-30 $2.1M 45k 47.40
2018-03-31 $2.4M 44k 53.95
2017-12-31 $1.7M 32k 52.47
2017-09-30 $1.4M 29k 48.17
2017-06-30 $1.3M 29k 44.55
2017-03-31 $1.2M 27k 42.85
2016-12-31 $845k 20k 42.25
2016-09-30 $705k 22k 32.05
2016-06-30 $1.8M 70k 25.99
2016-03-31 $2.6M 105k 25.01
2015-12-31 $3.5M 110k 31.81
2015-09-30 $3.9M 125k 31.50
2015-06-30 $3.6M 92k 38.79
2015-03-31 $3.2M 90k 35.69
2014-12-31 $4.7M 122k 38.80
2014-09-30 $4.0M 115k 34.57
2014-06-30 $4.5M 139k 32.33
2014-03-31 $4.5M 144k 31.17
2013-12-31 $4.2M 133k 31.36
2013-09-30 $3.8M 140k 26.95
2013-06-30 $2.9M 120k 24.43
2013-03-31 $3.3M 150k 21.98
2012-12-31 $3.3M 174k 19.12