Cowen Prime Advisors’s Morgan Stanley MS Stock Holding History

Cowen Prime Advisors’s Portfolio MS Stock Details MS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$27.2K	Hold	318	–	–	0.01%	154
2023 Q1	$29K	Hold	318	–	–	0.01%	150
2022 Q4	$27K	Hold	318	–	–	0.01%	147
2022 Q3	$25K	Hold	318	–	–	0.01%	132
2022 Q2	$24K	Hold	318	–	–	0.01%	137
2022 Q1	$28K	Hold	318	–	–	0.01%	140
2021 Q4	$31K	Hold	318	–	–	0.01%	135
2021 Q3	$31K	Hold	318	–	–	0.01%	131
2021 Q2	$29K	Hold	318	–	–	0.01%	129
2021 Q1	$25K	Hold	318	–	–	0.01%	135
2020 Q4	$22K	Hold	318	–	–	0.01%	137
2020 Q3	$15K	Hold	318	–	–	0.01%	144
2020 Q2	$24K	Hold	318	–	–	0.01%	137
2020 Q1	$11K	Buy	318 +100	+46%	+$4.71K	0.01%	151
2019 Q4	$11K	Buy	218 +200	+1,111%	+$9.47K	0.01%	149
2019 Q3	$1K	Hold	18	–	–	﹤0.01%	158
2019 Q2	$1K	Hold	18	–	–	﹤0.01%	167
2019 Q1	$1K	Hold	18	–	–	﹤0.01%	164
2018 Q4	$1K	Hold	18	–	–	﹤0.01%	180
2018 Q3	$1K	Hold	18	–	–	﹤0.01%	194
2018 Q2	$1K	Hold	18	–	–	﹤0.01%	203
2018 Q1	$1K	Hold	18	–	–	﹤0.01%	190
2017 Q4	$1K	Hold	18	–	–	﹤0.01%	188
2017 Q3	$1K	Hold	18	–	–	﹤0.01%	175
2017 Q2	$1K	Hold	18	–	–	﹤0.01%	183
2017 Q1	$1K	Buy	+18	New	+$799	﹤0.01%	183

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cowen Prime Advisors's MS Position: Q2 2023 in Review

Cowen Prime Advisors held its Morgan Stanley (MS) position steady in Q2 2023 at 318 shares worth $27.2K. The position accounts for 0.01% of the portfolio, ranked #154.

Cowen Prime Advisors first reported a position in MS in Q1 2017 and has held it in 26 quarters since. The position peaked at $31K in Q4 2021. 1,683 funds tracked by Wall St. Rank hold MS as of Q2 2023.

Cowen Prime Advisors held 318 shares of Morgan Stanley worth $27.2K as of Q2 2023.
Cowen Prime Advisors left its Morgan Stanley share count unchanged in Q2 2023.
Morgan Stanley made up 0.01% of Cowen Prime Advisors's portfolio in Q2 2023, its #154 holding.
Cowen Prime Advisors first reported a position in Morgan Stanley in Q1 2017 and has held it in 26 quarters since.
Cowen Prime Advisors's Morgan Stanley position peaked at $31K in Q4 2021.
1,683 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2023.

Based on Cowen Prime Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.