Ownership history in Geller Advisors LLC · 29 quarters on record
This page tracks every 13F SEC filing in which Geller Advisors LLC reported a position in MORGAN STANLEY COM NEW (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) |
|---|---|---|---|---|---|---|---|
| 2024 Q4 | REDUCED | 55,388 | -100 | -0.2% | 0.46% | $7.0M | $121.63 |
| 2024 Q3 | REDUCED | 55,488 | -864 | -1.5% | 0.40% | $5.8M | $100.05 |
| 2024 Q2 | REDUCED | 56,352 | -94 | -0.2% | 0.41% | $5.5M | $92.46 |
| 2024 Q1 | ADDED | 56,446 | +163 | +0.3% | 0.43% | $5.3M | $88.75 |
| 2023 Q4 | ADDED | 56,283 | +38 | +0.1% | 0.51% | $5.2M | $87.04 |
| 2023 Q3 | REDUCED | 56,245 | -687 | -1.2% | 0.53% | $4.6M | $75.31 |
| 2023 Q2 | ADDED | 56,932 | +51,578 | +963.4% | 0.61% | $4.9M | $78.03 |
| 2023 Q1 | REDUCED | 5,354 | -897 | -14.3% | 0.07% | $470K | $79.53 |
| 2022 Q4 | ADDED | 6,251 | +85 | +1.4% | 0.09% | $531K | $76.40 |
| 2022 Q3 | ADDED | 6,166 | +1,372 | +28.6% | 0.11% | $487K | $70.32 |
As of 2025 Q4 — sorted by position size