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

B. Riley Wealth Management’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
2022 Q2	$834	Buy	10,960 +4,295	+64%	+$352K	﹤0.01%	327
2022 Q1	$583K	Buy	6,665 +2,558	+62%	+$247K	0.04%	304
2021 Q4	$403K	Buy	4,107 +490	+14%	+$48.8K	0.03%	396
2021 Q3	$352K	Buy	+3,617	New	+$358K	0.03%	415
2020 Q2	–	Sell	-8,629	Closed	-$293K	–	509
2020 Q1	$293K	Buy	+8,629	New	+$406K	0.03%	360
2015 Q3	–	Sell	-1,247	Closed	-$48K	–	528
2015 Q2	$48K	Buy	+1,247	New	+$47.5K	0.04%	419
2015 Q1	–	Sell	-3,000	Closed	-$116K	–	1072
2014 Q4	$116K	Sell	3,000 -23,800	-89%	-$847K	0.09%	242
2014 Q3	$926K	Buy	26,800 +24,050	+875%	+$801K	0.69%	25
2014 Q2	$88K	Buy	2,750 +2,500	+1,000%	+$77.1K	0.06%	369
2014 Q1	$8K	Buy	+250	New	+$7.72K	0.01%	813

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

B. Riley Wealth Management's MS Position: Q2 2022 in Review

B. Riley Wealth Management increased its Morgan Stanley (MS) stake by 64% in Q2 2022, buying an estimated $352K and bringing the position to 10,960 shares worth $834. The position accounts for ﹤0.01% of the portfolio, ranked #327.

B. Riley Wealth Management first reported a position in MS in Q1 2014 and has held it in 10 quarters since. The position peaked at $926K in Q3 2014. 1,602 funds tracked by Wall St. Rank hold MS as of Q2 2022.

B. Riley Wealth Management held 10,960 shares of Morgan Stanley worth $834 as of Q2 2022.
B. Riley Wealth Management bought 4,295 Morgan Stanley shares in Q2 2022, an estimated $352K.
Morgan Stanley made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #327 holding.
B. Riley Wealth Management first reported a position in Morgan Stanley in Q1 2014 and has held it in 10 quarters since.
B. Riley Wealth Management's Morgan Stanley position peaked at $926K in Q3 2014.
1,602 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.