Morgan Stanley shares owned by Powell Investment Advisors
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Powell Investment Advisors
from 13F filings
Historical chart of Powell Investment Advisors investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Powell Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Morgan Stanley by Powell Investment Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $405k | 4.3k | 94.16 |
2023-12-31 | $397k | 4.3k | 93.25 |
2023-09-30 | $344k | 4.2k | 81.68 |
2023-06-30 | $356k | 4.2k | 85.41 |
2023-03-31 | $363k | 4.1k | 87.80 |
2022-12-31 | $349k | 4.1k | 85.02 |
2022-09-30 | $321k | 4.1k | 78.95 |
2022-06-30 | $206k | 2.7k | 76.18 |
2022-03-31 | $234k | 2.7k | 87.31 |
2021-12-31 | $259k | 2.6k | 98.22 |
2021-09-30 | $255k | 2.6k | 97.37 |
2021-06-30 | $239k | 2.6k | 91.89 |
2021-03-31 | $201k | 2.6k | 77.58 |
More positions owned by Powell Investment Advisors
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