MS — MORGAN STANLEY

Ownership history in Private Advisor Group, LLC  ·  51 quarters on record

This page tracks every 13F SEC filing in which Private Advisor 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.

Peak position
0.1% (2022 Q4)
Avg. % of fund
0.04%
First filed
2013 Q4
Last filed
2025 Q4
Quarters held
51
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 81,974 +76,474 +1390.4% 0.07% $14.6M $176.56
2025 Q3 REDUCED 5,500 -75,271 -93.2% 0.00% $35K $157.13
2025 Q3 ADDED 80,771 +4,940 +6.5% 0.06% $12.8M $157.13
2025 Q2 ADDED 75,831 +1,250 +1.7% 0.06% $10.7M $138.28
47 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% DCM Advisors, LLC 3Y 5.0%
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