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Morgan Stanley shares owned by Jacobi Capital Management

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Jacobi Capital Management from 13F filings

Historical chart of Jacobi Capital Management investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

All positions including Morgan Stanley held by Jacobi Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Jacobi Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $311k 3.3k 94.17
2021-12-31 $251k 2.6k 98.16
2021-09-30 $147k 1.5k 97.09
2021-06-30 $106k 1.2k 91.54
2021-03-31 $72k 931 77.34
2020-12-31 $51k 740 68.92
2020-09-30 $5.0k 96 52.08
2020-06-30 $5.0k 95 52.63
2020-03-31 $3.0k 95 31.58
2019-12-31 $15k 294 51.02
2019-09-30 $6.0k 138 43.48
2019-06-30 $2.0k 55 36.36
2018-12-31 $2.0k 40 50.00
2018-09-30 $2.0k 40 50.00