Ownership history in ADVOCATE GROUP LLC · 15 quarters on record
This page tracks every 13F SEC filing in which ADVOCATE GROUP LLC reported a position in MORGAN STANLEY (MS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 61,284 | -10,898 | -15.1% | 1.76% | $10.9M | $176.56 |
| 2025 Q3 | REDUCED | 72,182 | -2,810 | -3.7% | 1.89% | $11.5M | $157.13 |
| 2025 Q2 | REDUCED | 74,992 | -1,908 | -2.5% | 1.89% | $10.6M | $138.28 |
| 2025 Q1 | REDUCED | 76,900 | -3,916 | -4.8% | 1.64% | $9.0M | $113.62 |
| 2024 Q4 | REDUCED | 80,816 | -3,549 | -4.2% | 1.91% | $10.2M | $121.63 |
| 2024 Q3 | ADDED | 84,365 | +1,557 | +1.9% | 1.59% | $8.8M | $100.05 |
| 2024 Q2 | ADDED | 82,808 | +1,095 | +1.3% | 1.62% | $8.0M | $92.46 |
| 2024 Q1 | ADDED | 81,713 | +8,311 | +11.3% | 1.53% | $7.7M | $88.75 |
| 2023 Q4 | REDUCED | 73,402 | -1,591 | -2.1% | 1.47% | $6.8M | $87.04 |
| 2023 Q3 | ADDED | 74,993 | +1,574 | +2.1% | 1.42% | $6.1M | $75.31 |
As of 2025 Q4 — sorted by position size