Ota Financial Group L.P.’s Morgan Stanley Position
Does Ota Financial Group L.P. own Morgan Stanley (MS)? Not currently — the last reported position was 111.1K shares worth $4M in Q1 2020; the fund’s latest 13F (Q2 2023) no longer reports it.
Position Value
$4M
Q1 2020
Shares
111.1K
% of Portfolio
+4.71%
Quarters Held
1
position exited
Position History MS
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2020 | 111.1K | $4M | +4.71% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ota Financial Group L.P.’s full portfolio or all institutional holders of MS.