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
2025 Q1 ADDED 74,581 +2,295 +3.2% 0.05% $8.7M $113.62
2024 Q4 REDUCED 72,286 -1,119 -1.5% 0.05% $9.1M $121.63
2024 Q3 ADDED 73,405 +1,408 +2.0% 0.05% $7.7M $100.05
2024 Q2 REDUCED 71,997 -27,161 -27.4% 0.05% $7.0M $92.46
2024 Q1 ADDED 99,158 +10,859 +12.3% 0.07% $9.3M $88.75
2023 Q4 ADDED 88,299 +8,066 +10.1% 0.06% $8.2M $87.04
41 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MS price (monthly, adj. close)
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