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Morgan Stanley shares owned by LVW Advisors

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

Historical chart of LVW Advisors investment in Morgan Stanley

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

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Quarterly reported holdings in Morgan Stanley by LVW Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 12k 94.16
2023-12-31 $907k 9.7k 93.25
2023-09-30 $596k 7.3k 81.67

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Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
Vanguard Group
BlackRock
Jpmorgan Chase & Co
Wellington Management Company
Bank of America Corporation
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