Edge Capital Group, LLC’s Morgan Stanley Position
Does Edge Capital Group, LLC own Morgan Stanley (DWD)? Yes — 183.7K shares worth $23M (+1.03% of its 13F portfolio) as of Q4 2024, down from 229.7K shares the prior filed quarter.
Position Value
$23M
Q4 2024
Shares
183.7K
% of Portfolio
+1.03%
Quarters Held
25
currently held
Position History DWD
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2024 | 183.7K | $23M | +1.03% |
| Q3 2024 | 229.7K | $24M | +1.06% |
| Q2 2024 | 232.4K | $23M | +1.09% |
| Q1 2024 | 224.5K | $21M | +1.05% |
| Q4 2023 | 211.3K | $20M | +1.10% |
| Q3 2023 | 188.4K | $15M | +1.00% |
| Q2 2023 | 131.2K | $11M | +0.64% |
| Q1 2023 | 127.7K | $11M | +0.69% |
| Q4 2022 | 111.2K | $9M | +0.66% |
| Q3 2022 | 133.0K | $11M | +0.86% |
| Q2 2022 | 131.5K | $10M | +0.86% |
| Q1 2022 | 129.6K | $11M | +0.78% |
| Q4 2021 | 131.0K | $13M | +0.91% |
| Q3 2021 | 158.8K | $15M | +1.23% |
| Q2 2021 | 161.7K | $15M | +1.18% |
| Q1 2021 | 165.7K | $13M | +1.08% |
| Q4 2020 | 167.3K | $11M | +0.97% |
| Q3 2020 | 167.5K | $8M | +0.81% |
| Q2 2020 | 146.2K | $7M | +0.74% |
| Q1 2020 | 33.7K | $1M | +0.14% |
| Q4 2019 | 5.1K | $262,000 | +0.03% |
| Q3 2019 | 5.1K | $219,000 | +0.02% |
| Q2 2019 | 5.7K | $251,000 | +0.02% |
| Q1 2019 | 5.2K | $218,000 | +0.02% |
| Q4 2018 | 5.2K | $205,000 | +0.02% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Edge Capital Group, LLC’s full portfolio or all institutional holders of DWD.