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Morgan Stanley shares owned by Smith, Salley & Associates

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Smith, Salley & Associates from 13F filings

Historical chart of Smith, Salley & Associates investment in Morgan Stanley

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All positions including Morgan Stanley held by Smith, Salley & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Smith, Salley & Associates

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.5M 16k 94.16
2023-12-31 $1.5M 17k 93.25
2023-09-30 $973k 12k 81.67