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Morgan Stanley shares owned by Surevest

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

Historical chart of Surevest investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Morgan Stanley by Surevest

Quarter filed Position value Share count Share price at filing
2022-09-30 $33k 411 80.29
2022-06-30 $23k 300 76.67
2022-03-31 $26k 300 86.67
2021-12-31 $29k 300 96.67

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Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
Vanguard Group
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Geode Capital Management
Bornite Capital Management
Fisher Investments
Massachusetts Financial Services
UBS Group
FMR
Ameriprise Financial
T. Rowe Price Associates
Goldman Sachs Group

View all funds holding Morgan Stanley