Ownership history in CERTUITY, LLC · 20 quarters on record
This page tracks every 13F SEC filing in which CERTUITY, 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 | ADDED | 204,438 | +634 | +0.3% | 2.28% | $36.3M | $176.56 |
| 2025 Q3 | ADDED | 203,804 | +543 | +0.3% | 2.22% | $32.4M | $157.13 |
| 2025 Q2 | ADDED | 203,261 | +65 | +0.0% | 2.69% | $28.6M | $138.28 |
| 2025 Q1 | ADDED | 203,196 | +75 | +0.0% | 2.49% | $23.7M | $113.62 |
As of 2025 Q4 — sorted by position size