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Morgan Stanley shares owned by Northwest Financial Advisors

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

Historical chart of Northwest Financial Advisors investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Morgan Stanley by Northwest Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $90k 956 94.16
2023-12-31 $2.5k 27 92.59

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Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
Vanguard Group
BlackRock
Jpmorgan Chase & Co
Wellington Management Company
Bank of America Corporation
Geode Capital Management
Bornite Capital Management
Fisher Investments
Massachusetts Financial Services
UBS Group
FMR
Ameriprise Financial
T. Rowe Price Associates
Goldman Sachs Group

View all funds holding Morgan Stanley