Morgan Stanley shares owned by Roosevelt Investment Group
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Roosevelt Investment Group
from 13F filings
Historical chart of Roosevelt Investment Group investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Roosevelt Investment Group consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Morgan Stanley by Roosevelt Investment Group
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2022-09-30 | $365k | 4.6k | 78.99 |
2015-12-31 | $29M | 911k | 31.81 |
2015-09-30 | $29M | 922k | 31.50 |
2015-06-30 | $50M | 1.3M | 38.79 |
2015-03-31 | $36M | 1.0M | 35.73 |
2014-12-31 | $52M | 1.3M | 38.80 |
2014-09-30 | $50M | 1.4M | 34.57 |
2014-06-30 | $80M | 2.5M | 32.33 |
2014-03-31 | $69M | 2.2M | 31.17 |
2013-12-31 | $79M | 2.5M | 31.36 |
2013-09-30 | $71M | 2.6M | 26.95 |
2013-06-30 | $65M | 2.7M | 24.43 |
More positions owned by Roosevelt Investment Group
View all positions for Roosevelt Investment Group