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Morgan Stanley shares owned by Covenant Asset Management

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

Historical chart of Covenant Asset Management investment in Morgan Stanley

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

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Quarterly reported holdings in Morgan Stanley by Covenant Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.8M 19k 94.16
2023-12-31 $1.7M 19k 93.25
2023-09-30 $1.4M 17k 81.67
2023-06-30 $1.5M 17k 85.40
2023-03-31 $1.4M 16k 87.80
2022-12-31 $1.3M 16k 85.02
2022-09-30 $207k 2.6k 78.95
2021-12-31 $200k 2.0k 98.28
2018-03-31 $1.8M 34k 53.96
2017-12-31 $1.7M 33k 52.46
2017-09-30 $1.5M 32k 48.18
2017-06-30 $1.4M 32k 44.57
2017-03-31 $1.3M 30k 42.83