Private Ocean, LLC

SEC CIK: 0001601742
Latest filing: Jul 30, 2024

SEC filings (opens in a new tab)

MS holding history

Morgan Stanley in every 13F filed by Private Ocean, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MS overview All 13F holders of MS Full Q2 2024 holdings

Shares (Q3 2023): 0; Sold out in Q3 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q1 2022

Holdings of MS by Private Ocean, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2023	0	$0	0.0%	−1,268−100.0%	Sold out	Holders
Q2 2023	1,268	$108.3K	<0.1%	+1,268	New	Holders
Q3 2022	0	$0	0.0%	−2−100.0%	Sold out	Holders
Q2 2022	2	$0	0.0%	00.0%	Unchanged	Holders
Q1 2022	2	$0	0.0%	+2	New	Holders