Ownership history in SUMMIT SECURITIES GROUP LLC · 50 quarters on record
This page tracks every 13F SEC filing in which SUMMIT SECURITIES 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 78,895 | +72,504 | +1134.5% | 1.82% | $14.0M | $176.56 |
| 2025 Q3 | ADDED | 6,391 | +4,360 | +214.7% | 0.21% | $1.0M | $157.13 |
| 2025 Q2 | REDUCED | 2,031 | -1,069 | -34.5% | 0.06% | $286K | $138.28 |
| 2025 Q1 | ADDED | 3,100 | +1,600 | +106.7% | 0.06% | $362K | $113.62 |
| 2024 Q4 | ADDED | 1,500 | +900 | +150.0% | 0.04% | $189K | $121.63 |
| 2024 Q3 | REDUCED | 600 | -600 | -50.0% | 0.02% | $63K | $100.05 |
| 2024 Q2 | REDUCED | 1,200 | -48,800 | -97.6% | 0.02% | $117K | $92.46 |
| 2023 Q4 | ADDED | 50,000 | +30,300 | +153.8% | 0.42% | $4.7M | $87.04 |
| 2023 Q4 | REDUCED | 19,700 | -11,300 | -36.5% | 0.17% | $1.8M | $87.04 |
| 2023 Q4 | ADDED | 31,000 | +29,298 | +1721.4% | 0.26% | $2.9M | $87.04 |
As of 2025 Q4 — sorted by position size