Morgan Stanley shares owned by Steward Partners Investment Advisory
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Steward Partners Investment Advisory
from 13F filings
Historical chart of Steward Partners Investment Advisory investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Steward Partners Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $7.1M | 76k | 94.16 |
| 2023-12-31 | $6.0M | 65k | 93.25 |
| 2023-09-30 | $4.5M | 55k | 81.67 |
| 2023-06-30 | $3.4M | 40k | 85.40 |
| 2023-03-31 | $3.7M | 42k | 87.80 |
| 2022-12-31 | $3.7M | 44k | 85.02 |
| 2022-09-30 | $3.2M | 40k | 79.01 |
| 2022-06-30 | $3.5M | 45k | 76.05 |
| 2022-03-31 | $4.3M | 49k | 87.41 |
| 2021-12-31 | $3.9M | 40k | 98.16 |
| 2021-09-30 | $3.7M | 38k | 97.30 |
| 2021-03-31 | $3.0M | 38k | 77.66 |
| 2020-09-30 | $1.1M | 22k | 48.36 |
| 2020-06-30 | $519k | 11k | 48.32 |
| 2020-03-31 | $337k | 9.9k | 33.92 |
| 2019-12-31 | $492k | 9.6k | 51.12 |
| 2019-09-30 | $404k | 9.5k | 42.62 |
| 2019-06-30 | $366k | 8.4k | 43.72 |
| 2019-03-31 | $257k | 6.1k | 42.20 |
| 2018-12-31 | $501k | 13k | 39.62 |
| 2018-09-30 | $597k | 13k | 46.56 |
| 2018-06-30 | $779k | 16k | 47.40 |
| 2018-03-31 | $859k | 16k | 53.93 |
| 2017-12-31 | $757k | 14k | 52.42 |
| 2017-09-30 | $191k | 4.0k | 48.05 |
| 2017-06-30 | $133k | 3.0k | 44.57 |
| 2017-03-31 | $306k | 7.2k | 42.74 |
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