MSDL — Morgan Stanley

Ownership history in Wilmington Savings Fund Society, FSB  ·  4 quarters on record

This page tracks every 13F SEC filing in which Wilmington Savings Fund Society, FSB reported a position in Morgan Stanley (MSDL). 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
0.01% (2025 Q1)
Avg. % of fund
0.01%
First filed
2024 Q4
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 10,000 -10,000 -50.0% 0.00% $161K $15.61
2025 Q2 UNCHANGED 20,000 — 0% 0.01% $374K $17.62
2025 Q1 ADDED 20,000 +7,500 +60.0% 0.01% $399K $18.30
2024 Q4 INITIATED 12,500 — — 0.00% $258K $18.49
% of Fund (quarterly)    MSDL price (monthly, adj. close)

Other funds also holding MSDL

As of 2025 Q4 — sorted by position size

Muzinich & Co., Inc. 3Y 7Y 3.97% AMERICAN FINANCIAL GROUP INC 3Y 7Y 3.18% GraniteShares Advisors LLC 3Y 1.59% LM Advisors LLC 1.34% Fosun International Ltd 3Y 7Y 0.85% Activest Wealth Management 3Y 0.6% RIVERNORTH CAPITAL MANAGEMENT, LLC 3Y 7Y 0.6% Liberty Mutual Group Asset Management Inc. 3Y 7Y 0.56% SHIKIAR ASSET MANAGEMENT INC 3Y 7Y 0.54% OBSIDIAN CIO, LLC 3Y 0.42%
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