MS — Morgan Stanley COM

Ownership history in FREESTONE CAPITAL MANAGEMENT LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which FREESTONE CAPITAL MANAGEMENT LLC reported a position in Morgan Stanley COM (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
0.11% (2009 Q2)
Avg. % of fund
0.1%
First filed
2009 Q2
Last filed
2009 Q3
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2009 Q3 ADDED 3,843 +247 +6.9% 0.10% $119K $21.69
2009 Q2 INITIATED 3,596 — — 0.11% $103K $19.99
% 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% DCM Advisors, LLC 3Y 5.0%
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