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Morgan Stanley shares owned by Orion Portfolio Solutions

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Orion Portfolio Solutions from 13F filings

Historical chart of Orion Portfolio Solutions investment in Morgan Stanley

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All positions including Morgan Stanley held by Orion Portfolio Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Orion Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2024-03-31 $8.8M 93k 94.16
2023-12-31 $8.7M 94k 93.51
2023-09-30 $8.1M 99k 81.67
2023-06-30 $9.5M 94k 101.63
2023-03-31 $326k 3.7k 87.81
2022-12-31 $1.3M 16k 85.02
2022-09-30 $805k 10k 79.05
2022-06-30 $628k 8.3k 76.10
2022-03-31 $691k 7.9k 87.42
2021-12-31 $783k 8.0k 98.13
2021-09-30 $723k 7.4k 97.36
2021-06-30 $607k 6.6k 91.68
2021-03-31 $498k 6.4k 77.63
2020-12-31 $360k 5.3k 68.56
2020-09-30 $239k 4.9k 48.36
2020-06-30 $156k 4.6k 34.11
2020-03-31 $156k 4.6k 34.11
2019-12-31 $167k 3.3k 51.18