Morgan Stanley shares owned by Lenox Wealth Advisors
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Lenox Wealth Advisors
from 13F filings
Historical chart of Lenox Wealth Advisors investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Lenox Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-03-31 | $151k | 1.8k | 84.26 |
| 2021-12-31 | $157k | 1.6k | 98.06 |
| 2021-09-30 | $163k | 1.7k | 97.49 |
| 2021-06-30 | $64k | 698 | 91.69 |
| 2021-03-31 | $71k | 912 | 77.85 |
| 2020-12-31 | $160k | 2.3k | 68.58 |
| 2020-09-30 | $83k | 1.7k | 48.40 |
| 2020-06-30 | $21k | 437 | 48.05 |
| 2019-12-31 | $9.0k | 173 | 52.02 |
| 2018-06-30 | $1.0k | 27 | 37.04 |
| 2017-09-30 | $1.0k | 11 | 90.91 |
| 2016-09-30 | $19k | 600 | 31.67 |
| 2016-06-30 | $16k | 600 | 26.67 |
| 2016-03-31 | $16k | 655 | 24.43 |
| 2015-12-31 | $21k | 655 | 32.06 |
| 2015-09-30 | $27k | 865 | 31.21 |
| 2015-06-30 | $10k | 265 | 37.74 |
| 2015-03-31 | $7.0k | 210 | 33.33 |
| 2014-12-31 | $8.0k | 210 | 38.10 |
| 2014-09-30 | $7.0k | 210 | 33.33 |
| 2013-12-31 | $3.0k | 87 | 34.48 |