Morgan Stanley shares owned by Sigma Planning
Historical chart of Sigma Planning investment in Morgan Stanley
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All positions including Morgan Stanley held by Sigma Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Morgan Stanley by Sigma Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.7M | 40k | 94.16 |
| 2023-12-31 | $1.8M | 19k | 93.25 |
| 2023-09-30 | $3.4M | 42k | 81.67 |
| 2023-06-30 | $3.5M | 41k | 85.40 |
| 2023-03-31 | $4.0M | 46k | 87.80 |
| 2022-12-31 | $3.9M | 46k | 85.02 |
| 2022-09-30 | $3.7M | 47k | 79.01 |
| 2022-06-30 | $3.5M | 46k | 76.06 |
| 2022-03-31 | $4.0M | 46k | 87.39 |
| 2021-12-31 | $3.8M | 39k | 98.16 |
| 2021-09-30 | $3.1M | 32k | 97.31 |
| 2021-06-30 | $1.7M | 19k | 91.71 |
| 2021-03-31 | $874k | 11k | 77.67 |
| 2020-12-31 | $588k | 8.6k | 68.50 |
| 2020-09-30 | $406k | 8.4k | 48.31 |
| 2020-06-30 | $516k | 11k | 48.26 |
| 2020-03-31 | $319k | 9.4k | 34.01 |
| 2019-12-31 | $506k | 9.9k | 51.08 |
| 2019-09-30 | $429k | 10k | 42.68 |
| 2019-06-30 | $443k | 10k | 43.86 |
| 2019-03-31 | $385k | 9.1k | 42.17 |
| 2018-12-31 | $342k | 8.6k | 39.61 |
| 2018-09-30 | $354k | 7.6k | 46.51 |
| 2018-06-30 | $357k | 7.5k | 47.44 |
| 2018-03-31 | $392k | 7.3k | 53.93 |
| 2017-12-31 | $366k | 7.0k | 52.52 |
| 2017-09-30 | $202k | 4.2k | 48.28 |
| 2017-06-30 | $280k | 6.3k | 44.50 |
| 2017-03-31 | $284k | 6.6k | 42.80 |
| 2015-12-31 | $410k | 13k | 31.82 |
| 2015-09-30 | $430k | 14k | 31.52 |
| 2015-06-30 | $535k | 14k | 38.83 |
| 2015-03-31 | $449k | 13k | 35.70 |
| 2014-12-31 | $313k | 8.1k | 38.75 |