Morgan Stanley shares owned by Roberts Capital Advisors
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Roberts Capital Advisors
from 13F filings
Historical chart of Roberts Capital Advisors investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Roberts Capital Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Morgan Stanley by Roberts Capital Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $947k | 10k | 94.16 |
2022-09-30 | $852k | 11k | 79.00 |
2022-06-30 | $820k | 11k | 76.03 |
2022-03-31 | $943k | 11k | 87.44 |
2021-12-31 | $1.1M | 11k | 98.19 |