Morgan Stanley shares owned by YHB Investment Advisors
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by YHB Investment Advisors
from 13F filings
Historical chart of YHB Investment Advisors investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by YHB Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Morgan Stanley by YHB Investment Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $1.9M | 21k | 94.16 |
2023-12-31 | $1.9M | 21k | 93.25 |
2023-09-30 | $4.7M | 58k | 81.67 |
2023-06-30 | $4.9M | 58k | 85.40 |
2023-03-31 | $6.3M | 72k | 87.80 |
2022-12-31 | $6.4M | 75k | 85.02 |
2022-09-30 | $6.5M | 82k | 79.00 |
2022-06-30 | $6.4M | 84k | 76.06 |
2022-03-31 | $7.4M | 84k | 87.40 |
2021-12-31 | $8.4M | 86k | 98.15 |
2021-09-30 | $8.4M | 86k | 97.32 |
2021-06-30 | $7.9M | 86k | 91.69 |
2021-03-31 | $6.0M | 76k | 78.59 |
2020-12-31 | $5.4M | 79k | 68.53 |
2020-09-30 | $4.0M | 84k | 48.35 |
2020-06-30 | $1.7M | 35k | 48.30 |
2020-03-31 | $1.2M | 35k | 33.99 |
2019-12-31 | $1.8M | 35k | 51.12 |
2019-09-30 | $1.5M | 35k | 42.67 |
2019-06-30 | $1.5M | 34k | 43.81 |
2019-03-31 | $2.0M | 47k | 42.20 |
2018-12-31 | $1.9M | 47k | 39.65 |
2018-09-30 | $3.4M | 74k | 46.57 |
2018-06-30 | $2.7M | 57k | 47.40 |
2018-03-31 | $3.1M | 57k | 53.96 |
2017-12-31 | $3.0M | 57k | 52.47 |
2017-09-30 | $2.7M | 57k | 48.17 |
2017-06-30 | $802k | 18k | 44.58 |
2017-03-31 | $3.0M | 70k | 43.37 |
2016-12-31 | $2.9M | 70k | 42.25 |
2016-09-30 | $954k | 30k | 32.06 |
2016-06-30 | $1.8M | 70k | 25.98 |
2016-03-31 | $447k | 18k | 25.03 |
2015-12-31 | $2.2M | 70k | 31.80 |
2015-09-30 | $2.2M | 70k | 31.50 |
2015-06-30 | $2.7M | 70k | 38.79 |
2015-03-31 | $3.3M | 94k | 35.69 |
2014-12-31 | $3.7M | 96k | 38.80 |
2014-09-30 | $3.3M | 96k | 34.57 |
2014-06-30 | $3.8M | 116k | 32.33 |
2014-03-31 | $3.8M | 123k | 31.17 |
2013-12-31 | $3.7M | 118k | 31.36 |
2013-09-30 | $3.2M | 118k | 26.95 |
2013-06-30 | $2.9M | 118k | 24.43 |
2013-03-31 | $2.5M | 113k | 21.98 |
2012-12-31 | $2.1M | 109k | 19.12 |
2012-09-30 | $1.2M | 74k | 16.74 |
2011-09-30 | $169k | 13k | 13.49 |
2011-06-30 | $505k | 22k | 23.02 |