BRWA
MS icon

B. Riley Wealth Advisors’s Morgan Stanley MS Stock Holding History

B. Riley Wealth 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
2026
Q2 		$5.16M Sell
24,365
-372
-2% -$73.7K 0.28% 87
2026
Q1 		$3.92M Sell
24,737
-1,112
-4% -$193K 0.25% 94
2025
Q4 		$4.59M Sell
25,849
-82
-0.3% -$13.7K 0.21% 103
2025
Q3 		$4.12M Sell
25,931
-1,046
-4% -$154K 0.19% 111
2025
Q2 		$3.8M Buy
+26,977
New +$3.31M 0.18% 122
2024
Q4 		$3.34M Sell
26,607
-3,467
-12% -$427K 0.11% 189
2024
Q3 		$3.14M Sell
30,074
-940
-3% -$94.7K 0.09% 223
2024
Q2 		$3.01M Buy
31,014
+2,361
+8% +$225K 0.08% 243
2024
Q1 		$2.34M Sell
28,653
-4,564
-14% -$402K 0.06% 302
2023
Q4 		$3.1M Buy
33,217
+4,564
+16% +$365K 0.08% 247
2023
Q3 		$2.34M Buy
28,653
+10,281
+56% +$893K 0.06% 302
2023
Q2 		$1.57M Sell
18,372
-20,333
-53% -$1.74M 0.04% 437
2023
Q1 		$3.42M Sell
38,705
-2,757
-7% -$257K 0.09% 223
2022
Q4 		$3.53M Buy
41,462
+2,155
+5% +$184K 0.1% 217
2022
Q3 		$3.11M Buy
39,307
+9,582
+32% +$808K 0.09% 220
2022
Q2 		$2.26M Buy
29,725
+4,933
+20% +$404K 0.1% 216
2022
Q1 		$2.17M Sell
24,792
-2,890
-10% -$279K 0.07% 282
2021
Q4 		$2.72M Buy
27,682
+2,170
+9% +$216K 0.08% 275
2021
Q3 		$2.47M Buy
25,512
+592
+2% +$58.7K 0.08% 285
2021
Q2 		$2.26M Buy
24,920
+12,526
+101% +$1.07M 0.07% 310
2021
Q1 		$947K Sell
12,394
-1,107
-8% -$84.8K 0.03% 499
2020
Q4 		$927K Sell
13,501
-4,327
-24% -$248K 0.05% 356
2020
Q3 		$862K Buy
17,828
+2,560
+17% +$129K 0.05% 350
2020
Q2 		$739K Buy
15,268
+916
+6% +$38.5K 0.05% 339
2020
Q1 		$488K Buy
14,352
+8,441
+143% +$398K 0.04% 390
2019
Q4 		$303K Sell
5,911
-1,873
-24% -$88.7K 0.03% 598
2019
Q3 		$333K Buy
7,784
+453
+6% +$19.4K 0.03% 549
2019
Q2 		$322K Sell
7,331
-28
-0.4% -$1.25K 0.04% 534
2019
Q1 		$312K Sell
7,359
-323
-4% -$13.6K 0.04% 478
2018
Q4 		$306K Sell
7,682
-5,678
-43% -$248K 0.04% 424
2018
Q3 		$623K Buy
13,360
+765
+6% +$37.4K 0.07% 294
2018
Q2 		$598K Sell
12,595
-1,044
-8% -$54.6K 0.08% 275
2018
Q1 		$737K Buy
13,639
+542
+4% +$30K 0.1% 217
2017
Q4 		$688K Sell
13,097
-124
-0.9% -$6.27K 0.09% 244
2017
Q3 		$638K Buy
13,221
+1,449
+12% +$67.2K 0.11% 212
2017
Q2 		$525K Buy
11,772
+1,034
+10% +$44.6K 0.1% 242
2017
Q1 		$460K Buy
10,738
+1,518
+16% +$67.4K 0.09% 247
2016
Q4 		$390K Buy
+9,220
New +$349K 0.08% 283
2015
Q4 		– Sell
-10,515
Closed -$333K – 602
2015
Q3 		$333K Sell
10,515
-1,697
-14% -$61.8K 0.08% 323
2015
Q2 		$475K Sell
12,212
-2,070
-14% -$78.8K 0.12% 221
2015
Q1 		$510K Sell
14,282
-4,347
-23% -$156K 0.12% 213
2014
Q4 		$5.89K Buy
+18,629
New +$663K 0.13% 203
2014
Q3 		– Sell
-17,206
Closed -$282K – 1406
2014
Q2 		$282K Buy
17,206
+7,868
+84% +$243K 0.07% 335
2014
Q1 		$291K Buy
9,338
+477
+5% +$14.7K 0.09% 270
2013
Q4 		$278K Sell
8,861
-1,958
-18% -$58.2K 0.09% 256
2013
Q3 		$292K Buy
10,819
+4,741
+78% +$127K 0.1% 230
2013
Q2 		$148K Buy
+6,078
New +$144K 0.05% 434

Other funds holding MS

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
BG
BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return

B. Riley Wealth Advisors's MS Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its Morgan Stanley (MS) stake by 1.5% in Q2 2026, selling an estimated $73.7K and leaving 24,365 shares worth $5.16M. The position accounts for 0.28% of the portfolio, ranked #87.

B. Riley Wealth Advisors first reported a position in MS in Q2 2013 and has held it in 47 quarters since. 529 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • B. Riley Wealth Advisors held 24,365 shares of Morgan Stanley worth $5.16M as of Q2 2026.
  • B. Riley Wealth Advisors sold 372 Morgan Stanley shares in Q2 2026, an estimated $73.7K.
  • Morgan Stanley made up 0.28% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #87 holding.
  • B. Riley Wealth Advisors first reported a position in Morgan Stanley in Q2 2013 and has held it in 47 quarters since.
  • 529 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.