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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

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

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Quarterly 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