MS — MORGAN STANLEY

Ownership history in DCM Advisors, LLC  ·  16 quarters on record

This page tracks every 13F SEC filing in which DCM Advisors, 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.

Peak position
5.0% (2025 Q4)
Avg. % of fund
2.96%
First filed
2021 Q2
Last filed
2025 Q4
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 67,909 -2,132 -3.0% 5.00% $12.1M $176.56
2025 Q3 REDUCED 70,041 -2,924 -4.0% 4.69% $11.1M $157.13
2025 Q2 ADDED 72,965 +7,108 +10.8% 4.41% $10.3M $138.28
2025 Q1 REDUCED 65,857 -3,666 -5.3% 4.07% $7.6M $113.62
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MS price (monthly, adj. close)

Other funds also holding MS

As of 2025 Q4 — sorted by position size

MITSUBISHI UFJ FINANCIAL GROUP INC 3Y 7Y 100.0% BRIDGER MANAGEMENT, LLC 3Y 7Y 15.6% Focused Investors LLC 3Y 7Y 7.12% RBF Capital, LLC 3Y 7Y 6.39% MARVIN & PALMER ASSOCIATES INC 3Y 7Y 6.37% Hamlin Capital Management, LLC 3Y 7Y 5.94% AXIOM INVESTORS LLC /DE 3Y 7Y 5.61% Bradyco, Inc. 5.58% Morangie Management LLC 5.23% Baugh & Associates, LLC 3Y 7Y 4.99%
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