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Morgan Stanley shares owned by Summit Global Investments

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Summit Global Investments from 13F filings

Historical chart of Summit Global Investments investment in Morgan Stanley

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All positions including Morgan Stanley held by Summit Global Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Summit Global Investments

Quarter filed Position value Share count Share price at filing
2024-03-31 $249k 2.6k 94.18
2023-12-31 $253k 2.7k 93.12
2023-09-30 $220k 2.7k 81.72
2023-06-30 $219k 2.6k 85.45
2023-03-31 $225k 2.6k 87.79
2022-12-31 $218k 2.6k 84.89
2022-09-30 $203k 2.6k 79.05
2022-03-31 $224k 2.6k 87.40
2021-12-31 $252k 2.6k 98.32
2021-09-30 $249k 2.6k 97.15
2021-06-30 $230k 2.5k 91.52